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The Mosaic Company

659 hedge funds and large institutions have $9.79B invested in The Mosaic Company in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 227 increasing their positions, 259 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less call options, than puts

Call options by funds: $346M | Put options by funds: $348M

2% less capital invested

Capital invested by funds: $10B → $9.79B (-$238M)

2% less funds holding

Funds holding: 673659 (-14)

3.52% less ownership

Funds ownership: 86.05%82.52% (-3.5%)

12% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 78

12% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 259

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
659
Holders Change
-14
Holders Change %
-2.08%
% of All Funds
10.46%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
69
Increased
227
Reduced
259
Closed
78
Calls
$346M
Puts
$348M
Net Calls
-$1.67M
Net Calls Change
-$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Holdings
376
Nomura Holdings
Japan
$628K +$140K +3,657 +26%
IWC
377
Integrated Wealth Concepts
Massachusetts
$615K +$2.11K +55 +0.3%
NMERB
378
New Mexico Educational Retirement Board
New Mexico
$614K +$26.9K +700 +4%
CL
379
CSS LLC
Illinois
$605K +$460K +12,000 +240%
VCWA
380
Vanguard Capital Wealth Advisors
Colorado
$581K +$403K +10,504 +181%
EI
381
Ethic Inc
New York
$573K +$158K +4,119 +34%
QWM
382
QP Wealth Management
New Jersey
$566K +$38K +990 +7%
GT
383
Greenleaf Trust
Michigan
$563K +$78K +2,033 +15%
HL
384
HeadInvest LLC
Maine
$560K
UAS
385
United Asset Strategies
New York
$560K +$81.4K +2,122 +16%
CFSG
386
Clark Financial Services Group
Missouri
$560K -$12K -313 -2%
Truist Financial
387
Truist Financial
North Carolina
$560K +$23.3K +606 +4%
PL
388
Perpetual Ltd
Australia
$557K -$703K -18,331 -54%
LA
389
LBP AM
France
$553K +$36.9K +962 +7%
CIM
390
CIM Investment Management
Pennsylvania
$552K -$14.3K -372 -2%
KWM
391
Keebeck Wealth Management
Illinois
$552K
EOJOAM
392
E. Ohman J:or Asset Management
Sweden
$545K
OC
393
Oppenheimer & Co
New York
$544K +$93.2K +2,429 +19%
V
394
ViaWealth
Kansas
$542K +$101K +2,627 +21%
ASN
395
Advisory Services Network
Georgia
$536K -$2.99K -78 -0.5%
ESCM
396
Echo Street Capital Management
New York
$536K +$159K +4,136 +38%
MUAMU
397
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$534K
PCMF
398
Private Capital Management (Florida)
Florida
$534K
KAS
399
Kestra Advisory Services
Texas
$528K +$192K +4,994 +51%
US Bancorp
400
US Bancorp
Minnesota
$525K -$26.1K -679 -4%