We are live on ! Find out more
MOS icon

The Mosaic Company

654 hedge funds and large institutions have $8.75B invested in The Mosaic Company in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 258 increasing their positions, 243 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

6% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 243

0.98% less ownership

Funds ownership: 84.76%83.78% (-0.98%)

4% less funds holding

Funds holding: 681654 (-27)

12% less capital invested

Capital invested by funds: $9.91B → $8.75B (-$1.17B)

20% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 94

38% less call options, than puts

Call options by funds: $169M | Put options by funds: $274M

Holders
654
Holders Change
-27
Holders Change %
-3.96%
% of All Funds
9.42%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
75
Increased
258
Reduced
243
Closed
94
Calls
$169M
Puts
$274M
Net Calls
-$105M
Net Calls Change
-$103M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
551
Janiczek Wealth Management
Colorado
$24.1K -$22.7K -713 -49%
Bessemer Group
552
Bessemer Group
New Jersey
$24K -$3.36M -105,361 -99%
CAL
553
Capital Advisors Ltd
Ohio
$22K +$1.66K +52 +8%
HI
554
Harbour Investments
Wisconsin
$20.9K +$446 +14 +2%
O
555
Ossiam
France
$20.6K -$2.28M -71,494 -99%
TFIPS
556
Towarzystwo Funduszy Inwestycyjnych PZU SA
$20.1K
AF
557
Allworth Financial
California
$17.9K -$478 -15 -3%
RIL
558
Rothschild Investment LLC
Illinois
$17.7K +$3.19K +100 +22%
PFBT
559
Parkside Financial Bank & Trust
Missouri
$17.4K -$5.99K -188 -26%
PTC
560
Private Trust Company
Ohio
$17.1K -$733 -23 -4%
ETC
561
Exchange Traded Concepts
Oklahoma
$16.9K +$12.8K +401 +331%
JFA
562
JNBA Financial Advisors
Minnesota
$16.2K
RFG
563
REAP Financial Group
Texas
$16K -$6.12K -192 -28%
LS
564
Livforsakringsbolaget Skandia
Sweden
$15.3K
CSB
565
City State Bank
Iowa
$15K
CJ
566
Caitlin John
Michigan
$13.9K +$6.91K +217 +103%
BBHC
567
Brown Brothers Harriman & Co
New York
$13.7K +$12.5K +393 +1,310%
MPWT
568
MassMutual Private Wealth & Trust
Connecticut
$13.7K -$4.87K -153 -27%
JWA
569
JFS Wealth Advisors
Pennsylvania
$13.6K -$733 -23 -5%
PS
570
Principal Securities
Iowa
$13.1K -$1.82K -57 -12%
FHA
571
First Horizon Advisors
Tennessee
$13K -$7.49K -235 -37%
AWM
572
Avior Wealth Management
Nebraska
$12.9K +$12.6K +397 New
CWAF
573
Core Wealth Advisors (Florida)
Florida
$12.4K -$63.7K -2,000 -84%
C
574
Covestor
United Kingdom
$12K -$4.46K -140 -28%
FMP
575
Financial Management Professionals
Texas
$12K -$892 -28 -7%