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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
MHIC
426
Marble Harbor Investment Counsel
Massachusetts
$441K
IC
427
IEQ Capital
California
$438K +$18K +469 +4%
SP
428
Symmetry Partners
Connecticut
$434K -$20.3K -529 -4%
AIM
429
Aigen Investment Management
New York
$432K -$172K -4,481 -27%
Mercer Global Advisors
430
Mercer Global Advisors
Colorado
$429K +$33.2K +866 +8%
RIA
431
Recurrent Investment Advisors
Texas
$428K +$269 +7 +0.1%
Lazard Asset Management
432
Lazard Asset Management
New York
$426K -$4.57M -119,182 -91%
NRD
433
Nebula Research & Development
New York
$420K +$453K +11,808 New
KRSITF
434
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$420K -$4.87K -127 -1%
SAI
435
Systematic Alpha Investments
New Jersey
$414K
SIM
436
Seaview Investment Managers
Florida
$413K
IMC Chicago
437
IMC Chicago
Illinois
$410K +$442K +11,524 New
AAS
438
Avantax Advisory Services
Texas
$410K +$161K +4,202 +58%
BFM
439
Boothbay Fund Management
New York
$410K +$441K +11,507 New
IRC
440
Investors Research Corp
Georgia
$397K
Fifth Third Bancorp
441
Fifth Third Bancorp
Ohio
$386K +$81K +2,112 +24%
VRM
442
Vectors Research Management
New York
$385K -$4.6K -120 -1%
TMAM
443
Tokio Marine Asset Management
Japan
$383K +$27.7K +722 +7%
CC
444
Courier Capital
New York
$382K -$5.83K -152 -1%
MC
445
Moors & Cabot
Massachusetts
$374K +$16.1K +419 +4%
CS
446
Comerica Securities
Michigan
$374K
SCA
447
Sage Capital Advisors
South Dakota
$373K
NMIMC
448
Northwestern Mutual Investment Management Company
Wisconsin
$373K +$422 +11 +0.1%
EWA
449
EverSource Wealth Advisors
Alabama
$365K -$18.6K -484 -5%
TMC
450
Trellus Management Company
Florida
$356K