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Green Dot

277 hedge funds and large institutions have $4.1B invested in Green Dot in 2018 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 107 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

48% more call options, than puts

Call options by funds: $10.6M | Put options by funds: $7.18M

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

25% more capital invested

Capital invested by funds: $3.29B → $4.1B (+$815M)

4% more funds holding

Funds holding: 267277 (+10)

1.45% more ownership

Funds ownership: 86.53%87.97% (+1.4%)

7% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 107

Holders
277
Holders Change
+10
Holders Change %
+3.75%
% of All Funds
6.33%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
32
Increased
100
Reduced
107
Closed
20
Calls
$10.6M
Puts
$7.18M
Net Calls
+$3.46M
Net Calls Change
+$7.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
251
Mount Yale Investment Advisors
Colorado
$24K -$7.07K -85 -23%
QT
252
Quantbot Technologies
New York
$24K +$22.9K +275 New
CTC
253
Central Trust Company
Missouri
$21K +$19.3K +232 New
FHA
254
Flagship Harbor Advisors
Massachusetts
$18K -$8.31K -100 -33%
BFEC
255
Benjamin F. Edwards & Company
Missouri
$18K +$16.6K +200 New
TL
256
TrueWealth LLC
Georgia
$17K
RCAG
257
Rehmann Capital Advisory Group
Michigan
$15.5K -$1.91K -23 -12%
PFBT
258
Parkside Financial Bank & Trust
Missouri
$15K +$11.1K +133 +369%
PCG
259
Private Capital Group
Connecticut
$14K +$582 +7 +4%
AIM
260
Advantage Investment Management
Iowa
$13K
WAM
261
Wealthspire Advisors (Maryland)
Maryland
$12K +$4.66K +56 +67%
CHP
262
Cable Hill Partners
Oregon
$7K -$1.25K -15 -15%
PHK
263
Point72 Hong Kong
Hong Kong
$7K +$6.82K +82 New
TWA
264
TCI Wealth Advisors
Arizona
$6K
QCG
265
Quadrant Capital Group
Ohio
$4K
IA
266
IFP Advisors
Florida
$3K -$10.9K -131 -78%
FIA
267
FNY Investment Advisers
New York
$3K
IFAM
268
Institutional & Family Asset Management
Colorado
$3K
WC
269
Whitney & Co
New York
$3K +$2.99K +36 New
HMS
270
Hanseatic Management Services
New Mexico
$2K
JA
271
JOYN Advisors
Georgia
$2K +$665 +8 +44%
FGAM
272
Financial Gravity Asset Management
Texas
$1K -$499 -6 -29%
CAW
273
Cornerstone Advisors (Washington)
Washington
$1K
SIS
274
Sound Income Strategies
Florida
$1K
CAG
275
Csenge Advisory Group
Florida
$1K +$1.16K +14 New