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Green Dot
GDOT

Overview Fund Activity

268 hedge funds and large institutions have $2.82B invested in Green Dot in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 86 increasing their positions, 98 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+30
Holders Change %
+12.61%
% of All Funds
6.15%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
50
Increased
86
Reduced
98
Closed
18
Calls
$4.7M
Puts
$2.79M
Net Calls
+$1.91M
Net Calls Change
-$915K

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$49.2M
2
Deutsche Bank
Deutsche Bank
Germany
+$45.3M
3
CCI
Columbus Circle Investors
+$14.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$14.2M
5
SIMG
Stephens Investment Management Group
Texas
+$11.5M

Top Sellers

1
HCS
Harvest Capital Strategies
California
-$37M
2
CRCP
Copper Rock Capital Partners
Massachusetts
-$27.7M
3
FCM
Frontier Capital Management
Massachusetts
-$12.2M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$7.02M
5
Two Sigma Investments
Two Sigma Investments
New York
-$6.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TL
251
TrueWealth LLC
Georgia
$12K – – –
RCAG
252
Rehmann Capital Advisory Group
Michigan
$11K +$11K +175 New
AIM
253
Advantage Investment Management
Iowa
$9K +$9K +147 New
VCM
254
Virtue Capital Management
Tennessee
$8K +$8K +124 New
GT
255
Glenmede Trust
Pennsylvania
$7K – – –
CHP
256
Cable Hill Partners
Oregon
$6K -$9.67K -158 -62%
WAM
257
Wealthspire Advisors (Maryland)
Maryland
$5K – – –
TWA
258
TCI Wealth Advisors
Arizona
$4K – – –
QCG
259
Quadrant Capital Group
Ohio
$3K – – –
IFAM
260
Institutional & Family Asset Management
Colorado
$3K +$3K +39 New
FGC
261
Financial Gravity Companies
Texas
$2K -$950 -19 -32%
FMA
262
FNY Managed Accounts
New York
$2K -$500 -11 -20%
PFBT
263
Parkside Financial Bank & Trust
Missouri
$2K +$444 +8 +29%
FGAM
264
Financial Gravity Asset Management
Texas
$2K +$2K +40 New
SIS
265
Sound Income Strategies
Florida
$1K – – –
QI
266
QS Investors
New York
$1K – – –
HMS
267
Hanseatic Management Services
New Mexico
$1K – – –
CAW
268
Cornerstone Advisors (Washington)
Washington
$1K +$1K +14 New
CRCP
269
Copper Rock Capital Partners
Massachusetts
– -$27.7M -456,792 Closed
IA
270
IndexIQ Advisors
New York
– -$2.55M -42,232 Closed
KA
271
Kaizen Advisory
Illinois
– -$1.34M -22,241 Closed
UOC
272
UBS O'Connor
Illinois
– -$1.27M -21,000 Closed
Lazard Asset Management
273
Lazard Asset Management
New York
– -$1.19M -19,788 Closed
FAAS
274
First Allied Advisory Services
California
– -$735K -12,200 Closed
JG
275
Jefferies Group
New York
– -$672K -11,145 Closed
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