We are live on ! Find out more
GDOT icon

Green Dot
GDOT

211 hedge funds and large institutions have $1.83B invested in Green Dot in 2021 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 76 increasing their positions, 61 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 61

24% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 34

2% more funds holding

Funds holding: 206 → 211 (+5)

0.38% less ownership

Funds ownership: 92.63% → 92.24% (-0.38%)

28% less capital invested

Capital invested by funds: $2.55B → $1.83B (-$720M)

59% less call options, than puts

Call options by funds: $9.38M | Put options by funds: $22.9M

100% less funds holding in top 10

Funds holding in top 10: 3 → 0 (-3)

Holders
211
Holders Change
+5
Holders Change %
+2.43%
% of All Funds
3.25%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
42
Increased
76
Reduced
61
Closed
34
Calls
$9.38M
Puts
$22.9M
Net Calls
-$13.6M
Net Calls Change
-$6.29M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$35.5M
2
CAM
Contour Asset Management
New York
+$22.3M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$16.2M
4
FCM
Frontier Capital Management
Massachusetts
+$13.3M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$12.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$115M
2
BlackRock
BlackRock
New York
-$30.1M
3
NSGL
No Street GP LP
California
-$27.4M
4
CC
Clearline Capital
New York
-$16.6M
5
UM
Ulysses Management
New York
-$9.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
226
TownSquare Capital
Utah
– -$238K -4,722 Closed
OIA
227
OneDigital Investment Advisors
Kansas
– -$233K -4,625 Closed
FQ
228
First Quadrant
California
– -$136K -2,700 Closed
WLPWM
229
Walled Lake Planning & Wealth Management
Illinois
– -$95K -1,890 Closed
LWM
230
Liberty Wealth Management
California
– -$36K -712 Closed
SWA
231
Sutton Wealth Advisors
Florida
– -$32.9K -654 Closed
SAI
232
Systematic Alpha Investments
New Jersey
– -$28K -653 Closed
RE
233
RBC Europe
United Kingdom
– -$21.9K -435 Closed
GKWIM
234
Gerber Kawasaki Wealth & Investment Management
California
– -$12K -250 Closed
AWA
235
Arkadios Wealth Advisors
Georgia
– -$4K -83 Closed
CA
236
Clearstead Advisors
Ohio
– -$1K -20 Closed
GWS
237
Glassman Wealth Services
Virginia
– -$1K -12 Closed
FPS
238
Fieldpoint Private Securities
Connecticut
– -$1K -10 Closed
DFCM
239
Dark Forest Capital Management
Puerto Rico
– +$82 +2 New
SC
240
Schubert & Co
Texas
– +$163 +4 New
C
241
Covestor
United Kingdom
– +$449 +11 New
JWA
242
JFS Wealth Advisors
Pennsylvania
– +$490 +12 New
6 7 8 9
10

GDOT Hedge Fund Activity: Q4 2021 in Review

211 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Green Dot (GDOT) for Q4 2021, worth a combined $1.83B — down 28% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new GDOT positions and 34 closed out — a net gain of 8 holders — while 76 added to existing stakes and 61 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $35.5M. The largest seller was Wellington Management Group, exiting entirely with an estimated $115M sold.

  • 211 institutional investors held Green Dot (GDOT) as of Q4 2021, up from 206 in Q3 2021.
  • Funds reported $1.83B of Green Dot stock for Q4 2021, down 28% quarter-over-quarter.
  • 42 funds opened new Green Dot positions in Q4 2021 and 34 closed out, a net change of +8 holders.
  • The largest Green Dot buyer in Q4 2021 was JP Morgan Chase, an estimated $35.5M added.
  • The largest Green Dot seller in Q4 2021 was Wellington Management Group, an estimated $115M sold.

Based on aggregated 13F filings for Q4 2021.