We are live on ! Find out more
MOS icon

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
NSIM
526
North Star Investment Management
Illinois
$144K
AIP
527
Ameritas Investment Partners
Nebraska
$137K -$15.9K -414 -10%
Point72 Asset Management
528
Point72 Asset Management
Connecticut
$111K +$119K +3,114 New
S
529
SignatureFD
Georgia
$109K +$1.96K +51 +2%
SWM
530
Spire Wealth Management
Virginia
$105K -$5.6K -146 -5%
LWCFA
531
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$101K
CWM
532
Compass Wealth Management
Connecticut
$92.6K -$46K -1,200 -32%
UM
533
UniSuper Management
Australia
$89K
CWAF
534
Core Wealth Advisors (Florida)
Florida
$84.8K
AF
535
Advisornet Financial
Minnesota
$80.3K +$4.41K +115 +5%
JFG
536
Jefferies Financial Group
New York
$73K -$43K -1,122 -35%
MPWT
537
MassMutual Private Wealth & Trust
Connecticut
$71.3K +$63.4K +1,653 +474%
QCG
538
Quadrant Capital Group
Ohio
$70.3K -$9.4K -245 -11%
SIM
539
Sentry Investment Management
Wisconsin
$69K -$13.2K -343 -15%
LC
540
Lindbrook Capital
California
$69K -$1.5K -39 -2%
NFSG
541
Newbridge Financial Services Group
Florida
$67.6K -$38.4K -1,000 -34%
HIA
542
Harbor Investment Advisory
Maryland
$66.9K -$11.5K -299 -14%
NS
543
NBC Securities
Alabama
$57K +$62K +1,615 New
QC
544
Quent Capital
New York
$56.7K +$34.1K +888 +126%
ETC
545
Exchange Traded Concepts
Oklahoma
$54.6K +$49.5K +1,289 +526%
AS
546
Altshuler Shaham
Israel
$53.8K -$37.1K -967 -39%
CFB
547
Cullen/Frost Bankers
Texas
$53.4K
PK
548
Pflug Koory
Nebraska
$52.9K
VWM
549
Venturi Wealth Management
Texas
$51.2K +$8.1K +211 +17%
UID
550
Union Investments & Development
Israel
$42.7K