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
First Manhattan
526
First Manhattan
New York
$28K -$13.6K -400 -31%
JFGIW
527
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27K
BCA
528
Berman Capital Advisors
Georgia
$26K +$17.5K +517 +149%
EWM
529
Edge Wealth Management
New York
$24K
HI
530
Harbour Investments
Wisconsin
$24K +$5.29K +156 +26%
QCG
531
Quadrant Capital Group
Ohio
$20K +$712 +21 +3%
WWMSC
532
Wagner Wealth Management (South Carolina)
South Carolina
$20K +$16.2K +479 +299%
WP
533
WealthShield Partners
North Carolina
$18K +$19.4K +571 New
PFBT
534
Parkside Financial Bank & Trust
Missouri
$17K +$1.12K +33 +7%
JCM
535
Jacobi Capital Management
Pennsylvania
$16K -$11.9K -350 -42%
FFA
536
Freedman Financial Associates
Massachusetts
$16K
JFA
537
JNBA Financial Advisors
Minnesota
$16K
CT
538
Caldwell Trust
Florida
$16K +$17K +500 New
JWM
539
Janiczek Wealth Management
Colorado
$13K +$882 +26 +7%
PCG
540
Private Capital Group
Connecticut
$13K +$1.15K +34 +9%
CI
541
CX Institutional
Indiana
$13K +$2.24K +66 +19%
TFIPS
542
Towarzystwo Funduszy Inwestycyjnych PZU SA
$12.8K
ZB
543
Zions Bancorporation
Utah
$12K
FMP
544
Financial Management Professionals
Texas
$12K +$543 +16 +4%
EW
545
Evoke Wealth
California
$11K
HCP
546
Hexagon Capital Partners
Arkansas
$11K
BFC
547
Bedel Financial Consulting
Indiana
$10K
CTC
548
Central Trust Company
Missouri
$10K
HWMA
549
Heritage Wealth Management (Arizona)
Arizona
$10K
POIA
550
Pin Oak Investment Advisors
Texas
$10K