We are live on ! Find out more
MOS icon

The Mosaic Company

681 hedge funds and large institutions have $9.91B invested in The Mosaic Company in 2023 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 201 increasing their positions, 280 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 72

3% more funds holding

Funds holding: 659681 (+22)

2.23% more ownership

Funds ownership: 82.52%84.76% (+2.2%)

1% more capital invested

Capital invested by funds: $9.79B → $9.91B (+$124M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less call options, than puts

Call options by funds: $291M | Put options by funds: $293M

28% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 280

Holders
681
Holders Change
+22
Holders Change %
+3.34%
% of All Funds
9.93%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
107
Increased
201
Reduced
280
Closed
72
Calls
$291M
Puts
$293M
Net Calls
-$1.66M
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
UM
526
UniSuper Management
Australia
$156K +$65.7K +1,861 +74%
Fuller & Thaler Asset Management
527
Fuller & Thaler Asset Management
California
$143K +$128K +3,620 +965%
AIP
528
Ameritas Investment Partners
Nebraska
$137K
UB
529
UMB Bank
Missouri
$135K -$70.5K -1,995 -35%
GCM
530
Gladius Capital Management
Illinois
$129K -$17.9K -506 -12%
S
531
SignatureFD
Georgia
$129K +$18.8K +531 +17%
WTG
532
West Tower Group
Virginia
$107K +$106K +2,990 New
GIS
533
Grayhawk Investment Strategies
Alberta, Canada
$105K +$104K +2,939 New
CAM
534
Creekmur Asset Management
Illinois
$95.4K +$94.3K +2,670 New
AF
535
Advisornet Financial
Minnesota
$92.3K +$11.5K +327 +15%
LWCFA
536
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$92.1K
SWM
537
Spire Wealth Management
Virginia
$91K -$4.03K -114 -4%
GI
538
GAMMA Investing
California
$90.2K +$104K +2,937 New
CWM
539
Compass Wealth Management
Connecticut
$89.3K -$3.53K -100 -4%
CWAF
540
Core Wealth Advisors (Florida)
Florida
$85.1K
CCC
541
Chelsea Counsel Company
California
$81.1K -$94.3K -2,670 -54%
LC
542
Lindbrook Capital
California
$80.2K +$10.8K +307 +16%
CFO
543
CVA Family Office
Colorado
$79.1K +$78.2K +2,215 New
NFSG
544
Newbridge Financial Services Group
Florida
$67.9K
PS
545
Planned Solutions
California
$65.4K +$64.6K +1,830 New
HIA
546
Harbor Investment Advisory
Maryland
$63.9K -$3.25K -92 -5%
QCG
547
Quadrant Capital Group
Ohio
$62.5K -$7.98K -226 -11%
SIM
548
Sentry Investment Management
Wisconsin
$62K -$6.6K -187 -10%
QL
549
Quarry LP
New York
$58.1K +$44.4K +1,258 +343%
EC
550
EntryPoint Capital
New York
$57.6K +$56.9K +1,611 New