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
SC
626
Scotia Capital
Ontario, Canada
-$245K -7,747 Closed
APP
627
Alpha Paradigm Partners
Illinois
-$198K -6,260 Closed
CIP
628
Convergence Investment Partners
Florida
-$190K -6,019 Closed
RA
629
Rational Advisors
New York
-$165K -5,222 Closed
RWM
630
RBA Wealth Management
California
-$152K -4,805 Closed
IAIM
631
International Assets Investment Management
Florida
-$110K -4,792 Closed
LFG
632
Larson Financial Group
Missouri
-$39K -1,239 Closed
HWA
633
Heritage Wealth Advisors
Virginia
-$23.7K -750 Closed
Loomis, Sayles & Company
634
Loomis, Sayles & Company
Massachusetts
-$16K -520 Closed
WAP
635
Wealthcare Advisory Partners
Pennsylvania
-$16K -500 Closed
HIM
636
Hillsdale Investment Management
Ontario, Canada
-$9K -300 Closed
SLF
637
Sun Life Financial
Ontario, Canada
-$6K -204 Closed
SFS
638
Sowell Financial Services
Arkansas
-$6K -172 Closed
CAM
639
ClariVest Asset Management
California
-$2K -71 Closed
CAL
640
Capital Analysts LLC
Pennsylvania
-$1K -40 Closed
CWP
641
Concord Wealth Partners
Virginia
-$1K -20 Closed
AF
642
Allworth Financial
California
-$407 -12 -67%
LWM
643
Liberty Wealth Management
California
+$68 +2 New
CFA
644
Carroll Financial Associates
North Carolina
+$814 +24 New