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Green Dot

205 hedge funds and large institutions have $1.29B invested in Green Dot in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 65 increasing their positions, 76 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-5
Holders Change %
-2.38%
% of All Funds
4.53%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.15%
New
39
Increased
65
Reduced
76
Closed
41
Calls
$12.1M
Puts
$13M
Net Calls
-$944K
Net Calls Change
-$3.35M
Name Holding Trade Value Shares
Change
Shares
Change %
WLPWM
176
Walled Lake Planning & Wealth Management
Illinois
$48K
TIS
177
Tortoise Index Solutions
Kansas
$46K +$2.38K +94 +5%
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$44K -$6.52K -263 -13%
Fidelity Investments
179
Fidelity Investments
Massachusetts
$40K -$1.17M -46,165 -97%
LIA
180
LS Investment Advisors
Michigan
$36K -$27.1K -1,081 -43%
VCM
181
Versant Capital Management
Arizona
$32K +$27K +1,091 +540%
S
182
SignatureFD
Georgia
$27K
CCA
183
Column Capital Advisors
Indiana
$25K
LWM
184
Liberty Wealth Management
California
$18K
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$10K
Bank of Montreal
186
Bank of Montreal
Ontario, Canada
$9K -$330K -14,224 -97%
CBT
187
Capital Bank & Trust
California
$9K
TL
188
TrueWealth LLC
Georgia
$5K
WB
189
West Bancorporation
Iowa
$5K
SWA
190
Sutton Wealth Advisors
Florida
$4.11K +$4.11K +162 New
Rockefeller Capital Management
191
Rockefeller Capital Management
New York
$4K -$1.71K -75 -30%
TWA
192
TCI Wealth Advisors
Arizona
$2K
MIFH
193
Migdal Insurance & Financial Holdings
Israel
$1K -$35.4K -1,981 -97%
PA
194
Parallel Advisors
California
$1K -$161 -10 -14%
IA
195
IFP Advisors
Florida
$1K -$115 -3 -10%
GT
196
Glenmede Trust
Pennsylvania
$1K
TFO
197
Tarbox Family Office
California
$1K
QCG
198
Quadrant Capital Group
Ohio
$1K
AIC
199
Ameritas Investment Company
Nebraska
$1K +$1K +24 New
TPCW
200
TD Private Client Wealth
New York
$432