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The Mosaic Company

595 hedge funds and large institutions have $9.08B invested in The Mosaic Company in 2021 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 240 increasing their positions, 194 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 53

24% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 194

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

4% more funds holding

Funds holding: 572595 (+23)

2% more capital invested

Capital invested by funds: $8.89B → $9.08B (+$188M)

1% more call options, than puts

Call options by funds: $276M | Put options by funds: $274M

0.68% more ownership

Funds ownership: 74.38%75.05% (+0.68%)

Holders
595
Holders Change
+23
Holders Change %
+4.02%
% of All Funds
10.36%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.24%
New
80
Increased
240
Reduced
194
Closed
53
Calls
$276M
Puts
$274M
Net Calls
+$2.3M
Net Calls Change
-$128M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
401
Optimal Asset Management
California
$403K -$814 -24 -0.2%
MHS
402
M Holdings Securities
Oregon
$401K -$10.2K -300 -2%
TM
403
Titan Managers
Arizona
$399K
JHCP
404
Jackson Hole Capital Partners
Oklahoma
$381K +$405K +11,935 New
CA
405
Capitolis Advisors
New York
$380K -$151K -4,439 -27%
MHIC
406
Marble Harbor Investment Counsel
Massachusetts
$380K +$1.53K +45 +0.4%
LWAC
407
Laurel Wealth Advisors (California)
California
$377K -$47.5K -1,400 -11%
SC
408
Savant Capital
Illinois
$376K +$2.24K +66 +0.6%
MAM
409
Morse Asset Management
Connecticut
$368K -$2.21M -65,275 -85%
IAA
410
Independent Advisor Alliance
North Carolina
$358K -$1.07M -31,575 -74%
HI
411
Horizon Investments
North Carolina
$357K -$153K -4,519 -29%
ACA
412
Atlas Capital Advisors
Wyoming
$350K +$372K +10,968 New
TRCT
413
Tower Research Capital (TRC)
New York
$349K -$339K -9,990 -48%
CI
414
Cigna Investments
Connecticut
$346K -$54.3K -1,600 -13%
IWM
415
IHT Wealth Management
Illinois
$344K +$366K +10,780 New
CS
416
Comerica Securities
Michigan
$335K
EVM
417
Eaton Vance Management
Massachusetts
$331K +$251K +7,391 +250%
3F
418
360 Financial
Minnesota
$329K
AA
419
ALPS Advisors
Colorado
$328K
JG
420
Jefferies Group
New York
$325K +$345K +10,172 New
ESCM
421
Echo Street Capital Management
New York
$321K -$386K -11,389 -53%
IA
422
IFP Advisors
Florida
$321K +$19.4K +572 +6%
APP
423
Avantax Planning Partners
Iowa
$318K +$27.1K +800 +9%
Vontobel Holding
424
Vontobel Holding
Switzerland
$317K +$127K +3,738 +57%
PA
425
Probity Advisors
Texas
$316K -$1.25K -37 -0.4%