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Green Dot

194 hedge funds and large institutions have $415M invested in Green Dot in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 74 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $710K | Put options by funds: $497K

3% less funds holding

Funds holding: 199194 (-5)

9% less capital invested

Capital invested by funds: $457M → $415M (-$41.9M)

9.22% less ownership

Funds ownership: 91.87%82.65% (-9.2%)

10% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 30

15% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 74

Holders
194
Holders Change
-5
Holders Change %
-2.51%
% of All Funds
2.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
63
Reduced
74
Closed
30
Calls
$710K
Puts
$497K
Net Calls
+$213K
Net Calls Change
+$144K
Name Holding Trade Value Shares
Change
Change in
Stake
Barrow, Hanley, Mewhinney & Strauss
176
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.68K
RTL
177
Red Tortoise LLC
Georgia
$1.65K
W
178
WealthCollab
Washington
$1.32K
EWA
179
EverSource Wealth Advisors
Alabama
$1.09K
ME
180
McIlrath & Eck
Washington
$1.04K
CFM
181
Catalyst Funds Management
Australia
$945 -$20.5K -2,200 -96%
AWM
182
Avior Wealth Management
Nebraska
$945 -$84 -9 -8%
MPWT
183
MassMutual Private Wealth & Trust
Connecticut
$747
AF
184
Allworth Financial
California
$686
IA
185
IFP Advisors
Florida
$595
FDCDDQ
186
Federation des caisses Desjardins du Quebec
Quebec, Canada
$472
MSG
187
Main Street Group
Virginia
$468 -$251 -27 -35%
RIL
188
Rothschild Investment LLC
Illinois
$425 +$418 +45 New
FMII
189
Farmers & Merchants Investments Inc
Nebraska
$397
PFBT
190
Parkside Financial Bank & Trust
Missouri
$341 -$2.19K -235 -87%
FFA
191
Farther Finance Advisors
California
$234 +$74 +8 +47%
ECM
192
Everence Capital Management
Indiana
$222
NSIM
193
North Star Investment Management
Illinois
$208
LFG
194
Larson Financial Group
Missouri
$142 +$139 +15 New
KLC
195
Kent Lake Capital
Nevada
-$7.46M -800,000 Closed
SBH
196
Segall Bryant & Hamill
Illinois
-$2.74M -293,471 Closed
DZ Bank
197
DZ Bank
Germany
-$1.81M -194,117 Closed
Axa
198
Axa
France
-$1.08M -116,245 Closed
Nordea Investment Management
199
Nordea Investment Management
Sweden
-$987K -105,854 Closed
HF
200
HRT Financial
New York
-$937K -100,438 Closed