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
WIS
451
Wright Investors Service
Connecticut
$344K -$2.23K -63 -0.6%
Lido Advisors
452
Lido Advisors
California
$341K -$446K -12,622 -57%
MC
453
Moors & Cabot
Massachusetts
$335K -$39.7K -1,125 -11%
DF
454
Donoghue Forlines
Massachusetts
$333K +$329K +9,310 New
BRWA
455
B. Riley Wealth Advisors
Florida
$331K -$2.23M -63,129 -87%
FRM
456
Fox Run Management
Connecticut
$327K +$323K +9,159 New
MYAM
457
Meiji Yasuda Asset Management
Japan
$325K
OA
458
Oxbow Advisors
Texas
$322K +$318K +9,014 New
FFM
459
Forum Financial Management
Illinois
$322K +$4.91K +139 +2%
PA
460
Profund Advisors
Maryland
$320K +$6.08K +172 +2%
SCM
461
Stevens Capital Management
Pennsylvania
$317K +$314K +8,884 New
CHAM
462
Clear Harbor Asset Management
Connecticut
$316K +$45.9K +1,300 +17%
FDCDDQ
463
Federation des caisses Desjardins du Quebec
Quebec, Canada
$315K -$25.4K -720 -8%
SP
464
Symmetry Partners
Connecticut
$313K -$125K -3,528 -29%
BAMF
465
BI Asset Management Fondsmaeglerselskab
Denmark
$311K
JFGIW
466
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$309K -$331K -9,368 -52%
Northwestern Mutual Wealth Management
467
Northwestern Mutual Wealth Management
Wisconsin
$305K -$198K -5,601 -40%
BIAS
468
Beacon Investment Advisory Services
New Jersey
$304K +$2.08K +59 +0.7%
Carson Wealth (CWM LLC)
469
Carson Wealth (CWM LLC)
Nebraska
$302K -$3.1M -87,758 -91%
PA
470
Probity Advisors
Texas
$301K +$671 +19 +0.2%
FI
471
FJ Investments
Utah
$300K +$297K +8,400 New
YMRC
472
Yorktown Management & Research Company
Virginia
$300K +$297K +8,400 New
TPWA
473
TRUE Private Wealth Advisors
Oregon
$298K
HKAM
474
Horizon Kinetics Asset Management
New York
$297K +$293K +8,300 New
SW
475
SVB Wealth
Massachusetts
$295K +$292K +8,266 New