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Green Dot

206 hedge funds and large institutions have $495M invested in Green Dot in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 84 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

560% more call options, than puts

Call options by funds: $2.32M | Put options by funds: $352K

138% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 21

83% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 46

16% more funds holding

Funds holding: 177206 (+29)

2.85% more ownership

Funds ownership: 92.44%95.29% (+2.8%)

27% less capital invested

Capital invested by funds: $674M → $495M (-$179M)

Holders
206
Holders Change
+29
Holders Change %
+16.38%
% of All Funds
3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
50
Increased
84
Reduced
46
Closed
21
Calls
$2.32M
Puts
$352K
Net Calls
+$1.97M
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$59.6M -$473K -45,418 -0.7%
SV
2
Starboard Value
New York
$52.4M
Vanguard Group
3
Vanguard Group
Pennsylvania
$45.1M -$12M -1,151,173 -20%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$39.2M +$383K +36,726 +0.9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$26M +$65.4K +6,277 +0.2%
State Street
6
State Street
Massachusetts
$22.7M +$2.65M +254,027 +12%
Morgan Stanley
7
Morgan Stanley
New York
$22.2M +$17M +1,628,227 +263%
UBS Group
8
UBS Group
Switzerland
$18.5M -$2.28M -218,303 -10%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$9.79M +$177K +17,011 +2%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$9.22M +$3.91M +375,343 +68%
Assenagon Asset Management
11
Assenagon Asset Management
Luxembourg
$8.18M +$502K +48,207 +6%
Invesco
12
Invesco
Georgia
$7.68M +$4.61M +442,665 +133%
Charles Schwab
13
Charles Schwab
California
$7.42M +$853K +81,846 +12%
Jacobs Levy Equity Management
14
Jacobs Levy Equity Management
New Jersey
$7.18M +$2.57M +246,626 +52%
N
15
Nuveen
North Carolina
$6.32M +$1.28M +123,249 +24%
BCM
16
Bridgeway Capital Management
Texas
$5.97M -$386K -37,065 -6%
SGCIA
17
Smith Graham & Co Investment Advisors
Texas
$5.91M +$2.19M +209,818 +54%
Ameriprise
18
Ameriprise
Minnesota
$4.87M +$148K +14,184 +3%
Northern Trust
19
Northern Trust
Illinois
$4.74M -$285K -27,334 -5%
Citadel Advisors
20
Citadel Advisors
Florida
$4.72M +$4.1M +393,215 +468%
SBH
21
Segall Bryant & Hamill
Illinois
$4.15M -$1.69M -162,545 -28%
Deutsche Bank
22
Deutsche Bank
Germany
$4.11M +$4.08M +391,802 +1,705%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$4.09M +$9.16K +879 +0.2%
Millennium Management
24
Millennium Management
New York
$4.03M +$3M +287,813 +242%
TSW
25
Thompson Siegel & Walmsley
Virginia
$3.98M -$2.18M -209,021 -34%

GDOT Hedge Fund Activity: Q4 2023 in Review

206 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Green Dot (GDOT) for Q4 2023, worth a combined $495M — down 27% from $674M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new GDOT positions and 21 closed out — a net gain of 29 holders — while 84 added to existing stakes and 46 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17M. The largest seller was Federated Hermes, cutting an estimated $13.2M.

  • 206 institutional investors held Green Dot (GDOT) as of Q4 2023, up from 177 in Q3 2023.
  • Funds reported $495M of Green Dot stock for Q4 2023, down 27% quarter-over-quarter.
  • 50 funds opened new Green Dot positions in Q4 2023 and 21 closed out, a net change of +29 holders.
  • The largest Green Dot buyer in Q4 2023 was Morgan Stanley, an estimated $17M added.
  • The largest Green Dot seller in Q4 2023 was Federated Hermes, an estimated $13.2M sold.

Based on aggregated 13F filings for Q4 2023.