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Green Dot
GDOT

175 hedge funds and large institutions have $910M invested in Green Dot in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 79 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $1.4M | Put options by funds: $1.14M

7% more capital invested

Capital invested by funds: $847M → $910M (+$63.3M)

2% less ownership

Funds ownership: 95.36% → 93.35% (-2%)

5% less funds holding

Funds holding: 185 → 175 (-10)

38% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 24

49% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 79

Holders
175
Holders Change
-10
Holders Change %
-5.41%
% of All Funds
2.75%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
40
Reduced
79
Closed
24
Calls
$1.4M
Puts
$1.14M
Net Calls
+$257K
Net Calls Change
+$2.13M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$5.28M
2
UBS Group
UBS Group
Switzerland
+$4.49M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.53M
4
BCM
Bridgeway Capital Management
Texas
+$2.9M
5
Goldman Sachs
Goldman Sachs
New York
+$2.07M

Top Sellers

1
BlackRock
BlackRock
New York
-$5.64M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$5.26M
3
First Trust Advisors
First Trust Advisors
Illinois
-$3.42M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$3.41M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$2.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fisher Asset Management
151
Fisher Asset Management
Washington
$18.1K +$17.2K +968 New
Point72 Asset Management
152
Point72 Asset Management
Connecticut
$17.3K -$2.07K -117 -11%
YDMI
153
Y.D. More Investments
Israel
$15.1K -$833 -47 -6%
S
154
SignatureFD
Georgia
$13.3K – – –
SAI
155
Systematic Alpha Investments
New Jersey
$12.2K – – –
GWSG
156
GPS Wealth Strategies Group
Colorado
$12.2K – – –
PFBT
157
Parkside Financial Bank & Trust
Missouri
$8.21K – – –
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$8.1K – – –
EWA
159
EverSource Wealth Advisors
Alabama
$4.59K -$1.97K -111 -31%
CMBA
160
C.M. Bidwell & Associates
Hawaii
$2.25K – – –
ME
161
McIlrath & Eck
Washington
$2.06K – – –
AWM
162
Avior Wealth Management
Nebraska
$1.87K – – –
Group One Trading
163
Group One Trading
Illinois
$1.63K -$6.22K -351 -80%
IA
164
IFP Advisors
Florida
$1.18K – – –
QCG
165
Quadrant Capital Group
Ohio
$1.07K -$691 -39 -41%
C
166
Covestor
United Kingdom
$1K -$1.77K -100 -61%
BTI
167
Blue Trust Inc
Georgia
$1K +$1.14K +64 +305%
Bessemer Group
168
Bessemer Group
New Jersey
$1K +$1.17K +66 New
FDCDDQ
169
Federation des caisses Desjardins du Quebec
Quebec, Canada
$937 – – –
FMII
170
Farmers & Merchants Investments Inc
Nebraska
$787 – – –
NA
171
NewEdge Advisors
Louisiana
$525 – – –
FFA
172
Farther Finance Advisors
California
$412 – – –
NSIM
173
North Star Investment Management
Illinois
$412 – – –
PA
174
Parallel Advisors
California
$244 – – –
First Trust Advisors
175
First Trust Advisors
Illinois
– -$3.42M -199,309 Closed
4 5 6
7
8

GDOT Hedge Fund Activity: Q2 2023 in Review

175 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Green Dot (GDOT) for Q2 2023, worth a combined $910M — up 7.5% from $847M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of GDOT and 15 opened new positions — a net loss of 9 holders — while 79 trimmed existing stakes and 40 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $5.28M. The largest seller was BlackRock, cutting an estimated $5.64M.

  • 175 institutional investors held Green Dot (GDOT) as of Q2 2023, down from 185 in Q1 2023.
  • Funds reported $910M of Green Dot stock for Q2 2023, up 7.5% quarter-over-quarter.
  • 15 funds opened new Green Dot positions in Q2 2023 and 24 closed out, a net change of -9 holders.
  • The largest Green Dot buyer in Q2 2023 was T. Rowe Price Investment Management, an estimated $5.28M added.
  • The largest Green Dot seller in Q2 2023 was BlackRock, an estimated $5.64M sold.

Based on aggregated 13F filings for Q2 2023.