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Green Dot

231 hedge funds and large institutions have $2.47B invested in Green Dot in 2020 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 69 increasing their positions, 79 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $26.6M | Put options by funds: $12.8M

91% more capital invested

Capital invested by funds: $1.29B → $2.47B (+$1.18B)

87% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 31

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

13% more funds holding

Funds holding: 205231 (+26)

1.3% less ownership

Funds ownership: 96.11%94.82% (-1.3%)

13% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 79

Holders
231
Holders Change
+26
Holders Change %
+12.68%
% of All Funds
4.74%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.21%
New
58
Increased
69
Reduced
79
Closed
31
Calls
$26.6M
Puts
$12.8M
Net Calls
+$13.8M
Net Calls Change
+$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$93K +$4.37K +129 +7%
CG
202
Cutler Group
California
$88K +$60.9K +1,800 New
LIA
203
LS Investment Advisors
Michigan
$70K
Fidelity Investments
204
Fidelity Investments
Massachusetts
$69K -$6.57K -194 -12%
Macquarie Group
205
Macquarie Group
Australia
$59K +$40.5K +1,196 New
VCM
206
Versant Capital Management
Arizona
$54K -$5.99K -177 -14%
S
207
SignatureFD
Georgia
$51K
CCA
208
Column Capital Advisors
Indiana
$49K
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$49K +$33.8K +1,000 New
LWM
210
Liberty Wealth Management
California
$35K
GT
211
Glenmede Trust
Pennsylvania
$28K +$17.3K +511 +720%
PA
212
Parallel Advisors
California
$22K +$13.5K +398 +642%
CAN
213
Cetera Advisor Networks
California
$20K +$13.5K +398 New
PAG
214
Private Advisor Group
New Jersey
$11K +$7.68K +227 New
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$10K
TL
216
TrueWealth LLC
Georgia
$9K
WB
217
West Bancorporation
Iowa
$9K
AS
218
Altshuler Shaham
Israel
$8K +$5.21K +154 New
SWA
219
Sutton Wealth Advisors
Florida
$6.53K -$981 -29 -18%
PFBT
220
Parkside Financial Bank & Trust
Missouri
$4K +$2.33K +69 +531%
QCG
221
Quadrant Capital Group
Ohio
$3K
TWA
222
TCI Wealth Advisors
Arizona
$3K
TFO
223
Tarbox Family Office
California
$3K +$948 +28 +108%
HIA
224
Harbor Investment Advisory
Maryland
$2K +$1.32K +39 New
MIFH
225
Migdal Insurance & Financial Holdings
Israel
$1K -$1.22K -36 -64%