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Green Dot
GDOT

Overview Fund Activity

209 hedge funds and large institutions have $1.23B invested in Green Dot in 2022 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 59 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+14
Holders Change %
+7.18%
% of All Funds
3.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
36
Increased
59
Reduced
83
Closed
17
Calls
$5.28M
Puts
$10.8M
Net Calls
-$5.56M
Net Calls Change
-$392K

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.49M
2
Morgan Stanley
2
Morgan Stanley
New York
$16.4M
3
PCM
3
PAR Capital Management
Massachusetts
$18.6M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$35.2M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$48.2M

Top Sellers

1
GF
1
Greenhouse Funds
Maryland
$0
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$137M
3
UBS Group
3
UBS Group
Switzerland
$38.1M
4
Holocene Advisors
4
Holocene Advisors
New York
$2.49M
5
BlackRock
5
BlackRock
New York
$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSG
176
GPS Wealth Strategies Group
Colorado
$16K +$16K +650 New
SWA
177
Sutton Wealth Advisors
Florida
$15K +$14.9K +595 +14,875%
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$15K +$7.15K +283 +91%
EWA
179
EverSource Wealth Advisors
Alabama
$13K +$3.05K +123 +31%
Nisa Investment Advisors
180
Nisa Investment Advisors
Missouri
$12K – – –
ACM
181
Aquatic Capital Management
Illinois
$10K -$57.5K -2,300 -85%
MAM
182
Meeder Asset Management
Ohio
$10K +$9.17K +366 +1,109%
PFBT
183
Parkside Financial Bank & Trust
Missouri
$8K +$1.6K +67 +25%
VCM
184
Versant Capital Management
Arizona
$6K -$1.16K -43 -16%
BBHC
185
Brown Brothers Harriman & Co
New York
$6K +$6K +251 New
HR
186
Howe & Rusling
New York
$5K – – –
TWA
187
TCI Wealth Advisors
Arizona
$5K +$3.24K +129 +184%
National Bank of Canada
188
National Bank of Canada
Quebec, Canada
$4K – – –
ME
189
McIlrath & Eck
Washington
$3K – – –
CA
190
Crewe Advisors
Utah
$3K +$3K +116 New
AWM
191
Avior Wealth Management
Nebraska
$2K – – –
Rockefeller Capital Management
192
Rockefeller Capital Management
New York
$2K +$2K +85 New
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$1.34K +$542 +20,432 +68%
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
$1K -$5.25K -310 -84%
QCG
195
Quadrant Capital Group
Ohio
$1K – – –
NSIM
196
North Star Investment Management
Illinois
$1K – – –
STCOSD
197
Sageworth Trust Company of South Dakota
South Dakota
$1K – – –
SC
198
Schubert & Co
Texas
$1K +$500 +11 +100%
JWA
199
JFS Wealth Advisors
Pennsylvania
$1K +$500 +13 +100%
PWMG
200
Prestige Wealth Management Group
New Jersey
$1K +$1K +41 New
5 6 7
8
9