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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
HCM
626
Highlander Capital Management
New Jersey
$4.64K -$71 -2 -2%
DCM
627
Davis Capital Management
Florida
$4.5K +$4.45K +126 New
ETC
628
Exchange Traded Concepts
Oklahoma
$4.32K -$49.9K -1,413 -92%
AW
629
Avion Wealth
Texas
$4K -$494 -14 -11%
ADL
630
Asset Dedication LLC
California
$4K
ST
631
Smithfield Trust
Pennsylvania
$4K
FMTCOCP
632
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K +$4.2K +119 New
CA
633
Clearstead Advisors
Ohio
$4K +$2.12K +60 +115%
First Manhattan
634
First Manhattan
New York
$3.82K -$21.1K -597 -85%
NC
635
NewSquare Capital
Pennsylvania
$3.57K +$3.53K +100 New
NF
636
Norwood Financial
Pennsylvania
$3.57K
GIM
637
Gold Investment Management
Alberta, Canada
$3.36K +$3.32K +94 New
VWA
638
Valued Wealth Advisors
Utah
$2.94K +$2.93K +83 New
HWM
639
HighMark Wealth Management
Minnesota
$2.87K
WTC
640
WhitTier Trust Company
Nevada
$2.57K
W
641
WealthCollab
Washington
$2.54K +$2.51K +71 New
AssetMark Inc
642
AssetMark Inc
California
$2.07K +$742 +21 +57%
SIC
643
SJS Investment Consulting
Ohio
$2K -$424 -12 -18%
VNA
644
Valley National Advisers
Pennsylvania
$2K +$1.77K +50 +333%
NSIM
645
North Star Investment Management
Illinois
$1.96K -$141K -4,000 -99%
PB
646
Pinnacle Bancorp
Nebraska
$1.93K
CTA
647
Colonial Trust Advisors
South Carolina
$1.89K
SWS
648
SYSTM Wealth Solutions
Illinois
$1.89K +$1.87K +53 New
KFI
649
Key Financial Inc
Pennsylvania
$1.75K
BGAI
650
Bruce G. Allen Investments
Colorado
$1.72K +$1.7K +48 New