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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
RG
501
Rathbones Group
United Kingdom
$218K +$235K +6,135 New
CA
502
Centerpoint Advisors
Massachusetts
$216K
EH
503
Equitable Holdings
New York
$216K +$232K +6,056 New
MA
504
Mutual Advisors
Nebraska
$213K +$7.1K +185 +3%
VSQM
505
V-Square Quantitative Management
Illinois
$213K +$208K +5,412 +958%
HWM
506
HB Wealth Management
Georgia
$212K +$228K +5,942 New
AFP
507
Alpha Financial Partners
Kentucky
$209K -$3.84K -100 -2%
WJWM
508
Williams Jones Wealth Management
New York
$208K -$211K -5,506 -48%
UB
509
UMB Bank
Missouri
$206K -$23.6K -615 -10%
PCMC
510
Paragon Capital Management (Colorado)
Colorado
$202K -$9.4K -245 -4%
QT
511
Quantamental Technologies
New York
$202K -$372K -9,703 -63%
AIC
512
Archer Investment Corporation
Indiana
$201K
AFP
513
Ausdal Financial Partners
Iowa
$201K +$216K +5,642 New
CTC
514
Central Trust Company
Missouri
$194K
WI
515
Wahed Invest
New York
$185K +$17.2K +449 +9%
CCC
516
Chelsea Counsel Company
California
$176K -$14.6K -380 -7%
HI
517
Horizon Investments
North Carolina
$175K +$5.37K +140 +3%
SDIC
518
South Dakota Investment Council
South Dakota
$172K -$61.5K -1,602 -25%
OAM
519
Ostrum Asset Management
France
$170K -$1.27K -33 -0.7%
JWM
520
Jupiter Wealth Management
Colorado
$168K -$230K -6,000 -55%
SFCL
521
Strengthening Families & Communities LLC
Massachusetts
$168K -$385K -10,038 -68%
PCM
522
Penserra Capital Management
California
$158K +$89.9K +2,343 +110%
AA
523
AlphaCentric Advisors
Puerto Rico
$151K -$21.9K -570 -12%
GCM
524
Gladius Capital Management
Illinois
$147K -$140K -3,637 -47%
PA
525
Parallel Advisors
California
$147K +$12.8K +333 +9%