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The Mosaic Company

572 hedge funds and large institutions have $8.89B invested in The Mosaic Company in 2021 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 188 increasing their positions, 189 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 56

100% more funds holding in top 10

Funds holding in top 10: 612 (+6)

86% more call options, than puts

Call options by funds: $282M | Put options by funds: $151M

39% more capital invested

Capital invested by funds: $6.41B → $8.89B (+$2.48B)

13% more funds holding

Funds holding: 505572 (+67)

1.15% more ownership

Funds ownership: 73.23%74.38% (+1.2%)

1% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 189

Holders
572
Holders Change
+67
Holders Change %
+13.27%
% of All Funds
10.04%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.21%
New
125
Increased
188
Reduced
189
Closed
56
Calls
$282M
Puts
$151M
Net Calls
+$130M
Net Calls Change
+$139M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
501
Quadrant Capital Group
Ohio
$20K -$3.3K -112 -15%
HI
502
Harbour Investments
Wisconsin
$19K +$18K +611 New
MC
503
Maverick Capital
Texas
$18K -$5.9K -200 -26%
FFA
504
Freedman Financial Associates
Massachusetts
$16K
JFA
505
JNBA Financial Advisors
Minnesota
$16K
PFBT
506
Parkside Financial Bank & Trust
Missouri
$16K +$2.06K +70 +16%
Loomis, Sayles & Company
507
Loomis, Sayles & Company
Massachusetts
$16K +$8.88K +301 +137%
WAP
508
Wealthcare Advisory Partners
Pennsylvania
$16K +$14.7K +500 New
TFIPS
509
Towarzystwo Funduszy Inwestycyjnych PZU SA
$12.6K
PCG
510
Private Capital Group
Connecticut
$12K -$18.8K -639 -62%
ZB
511
Zions Bancorporation
Utah
$12K -$4.33K -147 -29%
JWM
512
Janiczek Wealth Management
Colorado
$12K +$10.8K +365 +1,404%
EW
513
Evoke Wealth
California
$11K
FMP
514
Financial Management Professionals
Texas
$11K
HCP
515
Hexagon Capital Partners
Arkansas
$11K
CI
516
CX Institutional
Indiana
$11K +$2K +68 +24%
POIA
517
Pin Oak Investment Advisors
Texas
$10K
LWA
518
Lenox Wealth Advisors
New York
$10K +$29 +1 +0.3%
BCA
519
Berman Capital Advisors
Georgia
$10K +$2.71K +92 +36%
CTC
520
Central Trust Company
Missouri
$10K +$7.67K +260 +542%
BFC
521
Bedel Financial Consulting
Indiana
$9K
EWM
522
Endurance Wealth Management
Rhode Island
$9K
TWA
523
TCI Wealth Advisors
Arizona
$9K +$4.04K +137 +101%
HWMA
524
Heritage Wealth Management (Arizona)
Arizona
$9K +$8.85K +300 New
HIM
525
Hillsdale Investment Management
Ontario, Canada
$9K +$8.85K +300 New