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Green Dot
GDOT

Overview Fund Activity

185 hedge funds and large institutions have $847M invested in Green Dot in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 65 reducing their positions, and 23 closing their positions.

Holders
185
Holders Change
+4
Holders Change %
+2.21%
% of All Funds
2.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
63
Reduced
65
Closed
23
Calls
$191K
Puts
$2.07M
Net Calls
-$1.88M
Net Calls Change
+$1.28M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$62.2M
2
UBS Group
2
UBS Group
Switzerland
$31.6M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$38.4M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$101M
5
PCM
5
PAR Capital Management
Massachusetts
$15.5M

Top Sellers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$6.2M
2
TSW
2
Thompson Siegel & Walmsley
Virginia
$9.82M
3
EMG
3
ETF Managers Group
New Jersey
$1.96M
4
Morgan Stanley
4
Morgan Stanley
New York
$12M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$31.1M
Name Market Value Shares Shares
Change 		Shares
Change %
JWA
201
JFS Wealth Advisors
Pennsylvania
– – -26 Closed
FGAM
202
Financial Gravity Asset Management
Texas
– – -16 Closed
SIC
203
SJS Investment Consulting
Ohio
– – -9 Closed
DI
204
Disciplined Investments
Oklahoma
– – -6 Closed
SIS
205
Sound Income Strategies
Florida
– – -4 Closed
JGC
206
J. Goldman & Co
New York
– – – –
CFGS
207
Concourse Financial Group Securities
Alabama
– – – –
SFG
208
Steward Financial Group
Texas
$0 3 +3 New
SSG
209
Summit Securities Group
New York
$0 5 +5 New
BTI
210
Blue Trust Inc
Georgia
$0 21 +21 New
5 6 7 8
9