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Green Dot

205 hedge funds and large institutions have $1.29B invested in Green Dot in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 65 increasing their positions, 76 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

23% more capital invested

Capital invested by funds: $1.05B → $1.29B (+$243M)

8.92% more ownership

Funds ownership: 87.2%96.11% (+8.9%)

5% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 41

7% less call options, than puts

Call options by funds: $12.1M | Put options by funds: $13M

2% less funds holding

Funds holding: 210205 (-5)

14% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 76

Holders
205
Holders Change
-5
Holders Change %
-2.38%
% of All Funds
4.52%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.15%
New
39
Increased
65
Reduced
76
Closed
41
Calls
$12.1M
Puts
$13M
Net Calls
-$944K
Net Calls Change
-$3.35M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$190M +$16.2M +562,562 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$128M +$18M +625,930 +14%
SV
3
Starboard Value
New York
$126M +$143M +4,960,000 New
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$56.7M +$7.11M +247,052 +12%
NSGL
5
No Street GP LP
California
$55.6M +$34.2M +1,190,000 +119%
SCM
6
Scopia Capital Management
New York
$43.3M +$49M +1,704,015 New
State Street
7
State Street
Massachusetts
$41.4M +$2.28M +79,111 +5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$38.8M -$2.97M -103,204 -6%
Coatue Management
9
Coatue Management
New York
$31.8M +$31.3M +1,087,053 +662%
Jacobs Levy Equity Management
10
Jacobs Levy Equity Management
New Jersey
$27.4M +$2.98M +103,456 +11%
Two Sigma Advisers
11
Two Sigma Advisers
New York
$24.4M -$1.37M -47,600 -5%
Goldman Sachs
12
Goldman Sachs
New York
$23.9M +$7.86M +273,082 +41%
Morgan Stanley
13
Morgan Stanley
New York
$23.8M +$23.3M +808,466 +618%
Citadel Advisors
14
Citadel Advisors
Florida
$22.7M -$20.2M -701,736 -44%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$19.6M -$18.4M -638,822 -45%
PGM
16
Parian Global Management
New York
$16.9M +$3.95M +137,140 +26%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$16.8M +$561K +19,507 +3%
Northern Trust
18
Northern Trust
Illinois
$16.6M -$3.16M -109,670 -14%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$14.4M -$3.15M -109,578 -16%
Norges Bank
20
Norges Bank
Norway
$13.9M -$1.06M -36,900 -6%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$12.1M +$5.74M +199,511 +72%
Millennium Management
22
Millennium Management
New York
$12.1M +$13.7M +474,753 New
EMG
23
ETF Managers Group
New Jersey
$11.9M -$1.62M -56,160 -11%
Robeco Institutional Asset Management
24
Robeco Institutional Asset Management
Netherlands
$11.4M -$5.76M -200,000 -31%
Two Sigma Investments
25
Two Sigma Investments
New York
$11.1M -$16.3M -567,219 -57%

GDOT Hedge Fund Activity: Q1 2020 in Review

205 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Green Dot (GDOT) for Q1 2020, worth a combined $1.29B — up 23% from $1.05B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of GDOT and 39 opened new positions — a net loss of 2 holders — while 76 trimmed existing stakes and 65 added.

The largest buyer was Starboard Value, opening a new position worth an estimated $143M. The largest seller was Citigroup, cutting an estimated $32.8M.

  • 205 institutional investors held Green Dot (GDOT) as of Q1 2020, down from 210 in Q4 2019.
  • Funds reported $1.29B of Green Dot stock for Q1 2020, up 23% quarter-over-quarter.
  • 39 funds opened new Green Dot positions in Q1 2020 and 41 closed out, a net change of -2 holders.
  • The largest Green Dot buyer in Q1 2020 was Starboard Value, an estimated $143M added.
  • The largest Green Dot seller in Q1 2020 was Citigroup, an estimated $32.8M sold.

Based on aggregated 13F filings for Q1 2020.