We are live on ! Find out more
MOS icon

The Mosaic Company

681 hedge funds and large institutions have $9.91B invested in The Mosaic Company in 2023 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 201 increasing their positions, 280 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 72

3% more funds holding

Funds holding: 659681 (+22)

2.23% more ownership

Funds ownership: 82.52%84.76% (+2.2%)

1% more capital invested

Capital invested by funds: $9.79B → $9.91B (+$124M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less call options, than puts

Call options by funds: $291M | Put options by funds: $293M

28% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 280

Holders
681
Holders Change
+22
Holders Change %
+3.34%
% of All Funds
9.93%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
107
Increased
201
Reduced
280
Closed
72
Calls
$291M
Puts
$293M
Net Calls
-$1.66M
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
426
Fifth Third Bancorp
Ohio
$404K +$16.1K +455 +4%
PL
427
Perpetual Ltd
Australia
$401K -$156K -4,422 -28%
IRC
428
Investors Research Corp
Georgia
$398K
NA
429
NewEdge Advisors
Louisiana
$398K -$1.58M -44,689 -80%
CIM
430
Confluence Investment Management
Missouri
$394K +$45K +1,273 +13%
CI Investments Inc
431
CI Investments Inc
Ontario, Canada
$392K +$71K +2,009 +22%
RIA
432
Recurrent Investment Advisors
Texas
$387K -$42.4K -1,201 -10%
GC
433
Guidance Capital
Kentucky
$387K +$73.1K +2,070 +24%
AWM
434
Apollon Wealth Management
South Carolina
$386K +$148K +4,203 +64%
OAM
435
Ostrum Asset Management
France
$385K +$212K +5,989 +125%
TMAM
436
Tokio Marine Asset Management
Japan
$384K
CC
437
Courier Capital
New York
$375K -$8.44K -239 -2%
NMIMC
438
Northwestern Mutual Investment Management Company
Wisconsin
$370K -$4.98K -141 -1%
IWC
439
Integrated Wealth Concepts
Massachusetts
$368K -$247K -6,985 -40%
ECM
440
Everence Capital Management
Indiana
$361K +$357K +10,110 New
SCA
441
Sage Capital Advisors
South Dakota
$360K -$14.1K -400 -4%
Acadian Asset Management
442
Acadian Asset Management
Massachusetts
$360K +$330K +9,356 +1,177%
BHCM
443
Brevan Howard Capital Management
Jersey
$360K +$355K +10,064 New
CCG
444
Cloverfields Capital Group
Minnesota
$358K +$354K +10,029 New
CCG
445
Ceeto Capital Group
Florida
$357K
KAS
446
Kestra Advisory Services
Texas
$357K -$171K -4,847 -33%
UCFA
447
United Capital Financial Advisors
Texas
$356K +$352K +9,975 New
EWA
448
EverSource Wealth Advisors
Alabama
$353K -$12.9K -366 -4%
GT
449
Glenmede Trust
Pennsylvania
$350K -$350K -9,901 -50%
ASN
450
Advisory Services Network
Georgia
$347K -$189K -5,351 -36%