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The Mosaic Company
MOS

Overview Fund Activity

603 hedge funds and large institutions have $10.2B invested in The Mosaic Company in 2021 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 213 increasing their positions, 227 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
603
Holders Change
+11
Holders Change %
+1.86%
% of All Funds
10.59%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
67
Increased
213
Reduced
227
Closed
50
Calls
$253M
Puts
$414M
Net Calls
-$160M
Net Calls Change
-$163M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$866M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$76.2M
3
Millennium Management
3
Millennium Management
New York
$68.5M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$80.3M
5
PWAG
5
Polaris Wealth Advisory Group
California
$26.3M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$45.4M
2
UBS AM
2
UBS AM
Illinois
$47.4M
3
Boston Partners
3
Boston Partners
Massachusetts
$207M
4
APG Asset Management
4
APG Asset Management
Netherlands
$18.4M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$8.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
351
Lido Advisors
California
$722K +$722K +20,231 New
USGIU
352
U.S. Global Investors (USGI)
Texas
$714K – – –
VPIM
353
Vanguard Personalized Indexing Management
California
$710K +$445K +12,460 +168%
IMRF
354
Illinois Municipal Retirement Fund
Illinois
$700K – – –
HI
355
Humankind Investments
New York
$699K +$236K +6,598 +51%
CWM
356
CIBC World Markets
New York
$696K -$161K -4,508 -19%
Rockefeller Capital Management
357
Rockefeller Capital Management
New York
$690K +$601K +16,845 +674%
CAM
358
Cresset Asset Management
Illinois
$683K +$37.3K +1,043 +6%
SAM
359
Shell Asset Management
Netherlands
$680K +$47.3K +1,324 +7%
KRS
360
Kentucky Retirement Systems
Kentucky
$679K -$40.4K -1,130 -6%
LIM
361
Leavell Investment Management
Alabama
$679K +$340K +9,500 +100%
FAM
362
Fulcrum Asset Management
United Kingdom
$642K – – –
Cetera Investment Advisers
363
Cetera Investment Advisers
Illinois
$637K -$56.9K -1,591 -8%
WJWM
364
Williams Jones Wealth Management
New York
$636K +$42.5K +1,192 +7%
US Bancorp
365
US Bancorp
Minnesota
$634K +$11.8K +329 +2%
X
366
Xponance
Pennsylvania
$614K -$60K -1,679 -9%
SI
367
Stephens Inc
Arkansas
$614K +$51.4K +1,439 +9%
CIM
368
CIM Investment Management
Pennsylvania
$613K -$3.43K -96 -0.6%
FIM
369
Fruth Investment Management
Texas
$603K – – –
M&T Bank
370
M&T Bank
New York
$593K -$23.2K -649 -4%
Marshall Wace
371
Marshall Wace
United Kingdom
$583K -$136K -3,816 -19%
NWS
372
Newport Wealth Strategies
California
$583K +$8.92K +250 +2%
HL
373
HeadInvest LLC
Maine
$572K – – –
GSEP
374
Golden State Equity Partners
California
$565K +$565K +15,813 New
Mariner
375
Mariner
Kansas
$563K -$538K -15,040 -49%
13 14
15
16 17