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Green Dot
GDOT

Overview Fund Activity

206 hedge funds and large institutions have $495M invested in Green Dot in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 84 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+29
Holders Change %
+16.38%
% of All Funds
3.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
50
Increased
84
Reduced
46
Closed
21
Calls
$2.32M
Puts
$352K
Net Calls
+$1.97M
Net Calls Change
+$1.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.2M
2
Invesco
2
Invesco
Georgia
$7.68M
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.72M
4
Deutsche Bank
4
Deutsche Bank
Germany
$4.11M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$9.22M

Top Sellers

1
PCM
1
PAR Capital Management
Massachusetts
$0
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$1.12M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$45.1M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$0
5
DCM
5
Divisar Capital Management
California
$3.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
HT
176
Headlands Technologies
Illinois
$14.4K +$14.4K +1,450 New
UB
177
UMB Bank
Missouri
$14.3K +$14.3K +1,440 New
VCM
178
Versant Capital Management
Arizona
$12.9K +$11.1K +1,125 +643%
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$12K +$6.45K +666 +116%
YDMI
180
Y.D. More Investments
Israel
$11K +$3.94K +429 +56%
Nisa Investment Advisors
181
Nisa Investment Advisors
Missouri
$8.61K -$149 -15 -2%
C
182
Covestor
United Kingdom
$8K +$7.84K +753 +5,020%
Osaic Holdings
183
Osaic Holdings
Arizona
$7.79K -$7.07K -714 -48%
S
184
SignatureFD
Georgia
$7.05K – – –
Fifth Third Bancorp
185
Fifth Third Bancorp
Ohio
$5.67K +$5.67K +573 New
GWSG
186
GPS Wealth Strategies Group
Colorado
$3.47K -$2.97K -300 -46%
BTI
187
Blue Trust Inc
Georgia
$3K +$2.19K +155 +272%
PFBT
188
Parkside Financial Bank & Trust
Missouri
$2.68K -$4.88K -493 -65%
BFS
189
Burkett Financial Services
South Carolina
$2.61K +$2.61K +264 New
Barrow, Hanley, Mewhinney & Strauss
190
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.76K +$1.76K +178 New
EWA
191
EverSource Wealth Advisors
Alabama
$1.46K +$1.46K +147 New
W
192
WealthCollab
Washington
$1.39K +$1.39K +140 New
PWMG
193
Private Wealth Management Group
New Jersey
$1.34K +$1.34K +135 New
ME
194
McIlrath & Eck
Washington
$1.09K – – –
AF
195
Allworth Financial
California
$1.06K +$1.06K +107 New
AWM
196
Avior Wealth Management
Nebraska
$990 – – –
FFA
197
Farther Finance Advisors
California
$792 +$792 +80 New
MPWT
198
MassMutual Private Wealth & Trust
Connecticut
$782 +$782 +79 New
MSG
199
Main Street Group
Virginia
$762 +$762 +77 New
IA
200
IFP Advisors
Florida
$624 – – –
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