We are live on ! Find out more
MOS icon

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
Rockefeller Capital Management
501
Rockefeller Capital Management
New York
$79K +$10.2K +301 +14%
NFSG
502
Newbridge Financial Services Group
Florida
$77K
PCTC
503
Perkins Coie Trust Company
Washington
$70K
SCA
504
Stonebridge Capital Advisors
Minnesota
$70K +$37.6K +1,110 +100%
Federated Hermes
505
Federated Hermes
Pennsylvania
$66K -$182K -5,366 -72%
OSAM
506
O'Shaughnessy Asset Management
Connecticut
$64K +$13.7K +404 +25%
FHA
507
First Horizon Advisors
Tennessee
$54K
GWM
508
Geneos Wealth Management
Colorado
$54K +$102 +3 +0.2%
ST
509
Smithfield Trust
Pennsylvania
$52K +$50.6K +1,493 +1,148%
Credit Agricole
510
Credit Agricole
France
$51K +$53.8K +1,587 New
FMT
511
First Mercantile Trust
Tennessee
$48K -$2.34K -69 -4%
LC
512
Lindbrook Capital
California
$48K
SWM
513
Selective Wealth Management
Virginia
$48K +$49.2K +1,450 +2,900%
IA
514
IndexIQ Advisors
New York
$46K -$104K -3,059 -68%
APA
515
American Portfolios Advisors
New York
$43.8K +$6.78K +200 +17%
S
516
SignatureFD
Georgia
$43K -$60.3K -1,779 -57%
NFG
517
Next Financial Group
Texas
$42K -$20.1K -592 -31%
TPCW
518
TD Private Client Wealth
New York
$38.4K -$882 -26 -2%
T
519
TOBAM
France
$36K
GRP
520
Global Retirement Partners
California
$35K +$3.49K +103 +10%
Carson Wealth (CWM LLC)
521
Carson Wealth (CWM LLC)
Nebraska
$32K
SFSIG
522
San Francisco Sentry Investment Group
California
$32K +$30.9K +910 +968%
SGAM
523
Smith Group Asset Management
Texas
$31K -$2.2K -65 -6%
EI
524
Ellevest Inc
New York
$29K -$10.3K -305 -25%
CFN
525
Cordasco Financial Network
Florida
$29K