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Green Dot

228 hedge funds and large institutions have $2.25B invested in Green Dot in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 89 increasing their positions, 79 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
-37
Holders Change %
-13.96%
% of All Funds
4.01%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
89
Reduced
79
Closed
53
Calls
$8.88M
Puts
$50.4M
Net Calls
-$41.5M
Net Calls Change
-$24.7M
Name Holding Trade Value Shares
Change
Shares
Change %
NICM
201
Neo Ivy Capital Management
New York
$21K -$73.3K -1,603 -78%
PFGIA
202
Patriot Financial Group Insurance Agency
Massachusetts
$14K +$14K +300 New
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$13K +$11.8K +250 +1,000%
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$10K
GRP
205
Global Retirement Partners
California
$9K +$4.5K +100 +100%
MAM
206
Meeder Asset Management
Ohio
$8K -$31.2K -709 -80%
VFA
207
Valeo Financial Advisors
Indiana
$8K -$4.44K -100 -36%
ZB
208
Zions Bancorporation
Utah
$8K
Rockefeller Capital Management
209
Rockefeller Capital Management
New York
$8K +$8K +180 New
PFBT
210
Parkside Financial Bank & Trust
Missouri
$6K +$1.97K +40 +49%
TWA
211
TCI Wealth Advisors
Arizona
$6K +$2.74K +59 +84%
MWA
212
Moser Wealth Advisors
Washington
$5K
SFS
213
Sowell Financial Services
Arkansas
$4K -$4.09K -90 -51%
IA
214
IFP Advisors
Florida
$3K
TFO
215
Tarbox Family Office
California
$2K
QCG
216
Quadrant Capital Group
Ohio
$2K
Bank Julius Baer & Co
217
Bank Julius Baer & Co
Switzerland
$2K +$364 +8 +22%
AIG
218
American International Group
New York
$1.58K -$17 -361 -1%
CA
219
Clearstead Advisors
Ohio
$1K
CFGS
220
Concourse Financial Group Securities
Alabama
$1K
PCM
221
Penserra Capital Management
California
$1K +$667 +18 +200%
NSIM
222
North Star Investment Management
Illinois
$1K +$1K +22 New
SOW
223
State of Wyoming
Wyoming
$1K +$1K +24 New
SIS
224
Sound Income Strategies
Florida
$366
Nisa Investment Advisors
225
Nisa Investment Advisors
Missouri
$202