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
JWM
551
Janiczek Wealth Management
Colorado
$40.5K +$652 +17 +2%
HNB
552
Huntington National Bank
Ohio
$39.8K +$1.5K +39 +4%
CG
553
Cutler Group
California
$39K +$1.11K +29 +3%
SCA
554
Stonebridge Capital Advisors
Minnesota
$36.8K
AA
555
AlphaMark Advisors
Kentucky
$36K
TPCW
556
TD Private Client Wealth
New York
$35.9K -$1.57K -41 -4%
MCM
557
MV Capital Management
Maryland
$35.1K +$614 +16 +2%
BTI
558
Blue Trust Inc
Georgia
$35K +$3.61K +94 +10%
GRP
559
Global Retirement Partners
California
$30K -$2.11K -55 -6%
Acadian Asset Management
560
Acadian Asset Management
Massachusetts
$28K -$333K -8,671 -92%
PFBT
561
Parkside Financial Bank & Trust
Missouri
$27.9K +$7.6K +198 +34%
IA
562
IFP Advisors
Florida
$27.1K -$9.52K -248 -25%
DIP
563
DT Investment Partners
Pennsylvania
$27K
FDCC
564
Foster Dykema Cabot & Co
Massachusetts
$27K
FFA
565
Farther Finance Advisors
California
$26.5K +$6.91K +180 +32%
WPWM
566
Western Pacific Wealth Management
Illinois
$26.3K
FHA
567
First Horizon Advisors
Tennessee
$25.7K +$2.23K +58 +9%
First Manhattan
568
First Manhattan
New York
$25.1K
DMBA
569
Deseret Mutual Benefit Administrators
Utah
$25K -$1.46K -38 -5%
PTC
570
Private Trust Company
Ohio
$22.3K +$2.99K +78 +14%
CAL
571
Capital Advisors Ltd
Ohio
$21K +$192 +5 +0.8%
C
572
Covestor
United Kingdom
$21K +$4.22K +110 +23%
GEA
573
Glen Eagle Advisors
New Jersey
$20.7K -$16.3K -425 -42%
JWA
574
JFS Wealth Advisors
Pennsylvania
$20K +$1.57K +41 +8%
AF
575
Allworth Financial
California
$19.3K +$1.3K +34 +7%