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Green Dot

238 hedge funds and large institutions have $2.51B invested in Green Dot in 2017 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 92 increasing their positions, 81 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

47,133% more call options, than puts

Call options by funds: $2.83M | Put options by funds: $6K

214% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 14

24% more capital invested

Capital invested by funds: $2.03B → $2.51B (+$477M)

14% more funds holding

Funds holding: 208238 (+30)

14% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 81

2.7% more ownership

Funds ownership: 81.12%83.83% (+2.7%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
238
Holders Change
+30
Holders Change %
+14.42%
% of All Funds
5.4%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
44
Increased
92
Reduced
81
Closed
14
Calls
$2.83M
Puts
$6K
Net Calls
+$2.83M
Net Calls Change
+$148K
Name Holding Trade Value Shares
Change
Change in
Stake
HIMCH
201
Hartford Investment Management Co (HIMCO)
Connecticut
$217K -$29.3K -500 -12%
Verition Fund Management
202
Verition Fund Management
Connecticut
$216K +$210K +3,581 New
FCM
203
Flinton Capital Management
Pennsylvania
$202K +$29.1K +496 +17%
PTC
204
Petrus Trust Company
Texas
$201K +$196K +3,341 New
Envestnet Asset Management
205
Envestnet Asset Management
Illinois
$197K -$13.1K -224 -6%
US Bancorp
206
US Bancorp
Minnesota
$193K -$8.27K -141 -4%
GC
207
Globeflex Capital
California
$185K +$180K +3,069 New
NIT
208
NumerixS Investment Technologies
British Columbia, Canada
$169K +$35.8K +610 +28%
LIA
209
LS Investment Advisors
Michigan
$158K +$63.5K +1,082 +70%
IA
210
IFP Advisors
Florida
$156K -$25.2K -429 -14%
Zurich Cantonal Bank
211
Zurich Cantonal Bank
Switzerland
$132K -$318K -5,424 -71%
WTC
212
WhitTier Trust Company
Nevada
$99K -$8.8K -150 -8%
VCM
213
Versant Capital Management
Arizona
$80K -$2.11K -36 -3%
WT
214
Whittier Trust
California
$64K
Bank of Montreal
215
Bank of Montreal
Ontario, Canada
$60K -$10.4M -177,000 -99%
CTA
216
Carillon Tower Advisers
Florida
$57.8K +$56.2M +958,585 New
II
217
Inspire Investing
Idaho
$57K +$55.3K +943 New
SWA
218
Sutton Wealth Advisors
Florida
$47.7K
LTFS
219
Ladenburg Thalmann Financial Services
Florida
$46K +$645 +11 +1%
AG
220
Advisor Group
Arizona
$45K +$22.8K +388 +111%
Citigroup
221
Citigroup
New York
$31K -$1.54M -26,255 -98%
CHP
222
Cable Hill Partners
Oregon
$16K +$15K +256 New
CG
223
Cutler Group
California
$12K +$5.87K +100 +100%
TL
224
TrueWealth LLC
Georgia
$11K +$11.1K +190 New
GT
225
Glenmede Trust
Pennsylvania
$7K

GDOT Hedge Fund Activity: Q4 2017 in Review

238 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Green Dot (GDOT) for Q4 2017, worth a combined $2.51B — up 24% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new GDOT positions and 14 closed out — a net gain of 30 holders — while 92 added to existing stakes and 81 trimmed.

The largest buyer was Eagle Asset Management, opening a new position worth an estimated $80.3M. The largest seller was Harvest Capital Strategies, cutting an estimated $85.7M.

  • 238 institutional investors held Green Dot (GDOT) as of Q4 2017, up from 208 in Q3 2017.
  • Funds reported $2.51B of Green Dot stock for Q4 2017, up 24% quarter-over-quarter.
  • 44 funds opened new Green Dot positions in Q4 2017 and 14 closed out, a net change of +30 holders.
  • The largest Green Dot buyer in Q4 2017 was Eagle Asset Management, an estimated $80.3M added.
  • The largest Green Dot seller in Q4 2017 was Harvest Capital Strategies, an estimated $85.7M sold.

Based on aggregated 13F filings for Q4 2017.