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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
MA
626
MCF Advisors
Kentucky
$2.92K +$3.15K +82 New
HWM
627
HighMark Wealth Management
Minnesota
$2.84K +$38 +1 +1%
HPC
628
HM Payson & Co
Maine
$2.67K +$767 +20 +36%
WTC
629
WhitTier Trust Company
Nevada
$2.56K -$25.4K -663 -90%
CSPIA
630
Cary Street Partners Investment Advisory
Virginia
$2.46K -$48.3K -1,260 -95%
SIC
631
SJS Investment Consulting
Ohio
$2.42K +$422 +11 +19%
LF
632
Lee Financial
Texas
$2.24K
ADL
633
Asset Dedication LLC
California
$2K +$2.69K +70 +500%
PB
634
Pinnacle Bancorp
Nebraska
$1.92K
CTA
635
Colonial Trust Advisors
South Carolina
$1.89K
CA
636
Clearstead Advisors
Ohio
$1.83K +$998 +26 +100%
KFI
637
Key Financial Inc
Pennsylvania
$1.74K
SSB
638
Sandy Spring Bank
Maryland
$1.57K
GI
639
Gradient Investments
Minnesota
$1.57K
AWM
640
Abound Wealth Management
Tennessee
$1.53K
TCOV
641
Trust Company of Vermont
Vermont
$1.35K
CB
642
CNB Bank
Pennsylvania
$1.35K +$1.46K +38 New
AssetMark Inc
643
AssetMark Inc
California
$1.32K +$1.42K +37 New
SIS
644
Sound Income Strategies
Florida
$1.25K
PA
645
PSI Advisors
Florida
$1.17K
VCM
646
Versant Capital Management
Arizona
$1.07K -$269 -7 -19%
GWSA
647
Global Wealth Strategies & Associates
Colorado
$1.03K
SIA
648
SkyView Investment Advisors
New Jersey
$1K
VNA
649
Valley National Advisers
Pennsylvania
$1K +$576 +15 New
SFA
650
Semmax Financial Advisors
North Carolina
$828 +$921 +24 New