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The Mosaic Company

643 hedge funds and large institutions have $7.77B invested in The Mosaic Company in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 230 increasing their positions, 249 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.08% less ownership

Funds ownership: 83.78%83.7% (-0.08%)

4% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 79

8% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 249

2% less funds holding

Funds holding: 654643 (-11)

11% less capital invested

Capital invested by funds: $8.75B → $7.77B (-$976M)

27% less call options, than puts

Call options by funds: $178M | Put options by funds: $243M

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
643
Holders Change
-11
Holders Change %
-1.68%
% of All Funds
9.29%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
76
Increased
230
Reduced
249
Closed
79
Calls
$178M
Puts
$243M
Net Calls
-$65.5M
Net Calls Change
+$39.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CTA
626
Colonial Trust Advisors
South Carolina
$723
ECM
627
Everence Capital Management
Indiana
$713
UWS
628
Unique Wealth Strategies
Illinois
$649 +$603 +20 New
CWC
629
Carolinas Wealth Consulting
North Carolina
$636
S
630
Sachetta
Massachusetts
$621 -$542 -18 -46%
TWP
631
Triad Wealth Partners
Kansas
$578 +$603 +20 New
DF
632
Dunhill Financial
United Kingdom
$572 -$422 -14 -41%
TWD
633
True Wealth Design
Ohio
$550 +$60 +2 +12%
PWMG
634
Prestige Wealth Management Group
New Jersey
$463 -$964 -32 -67%
LIA
635
Lynx Investment Advisory
District of Columbia
$434 +$452 +15 New
RWM
636
Ruedi Wealth Management
Illinois
$347 +$362 +12 New
AGWCA
637
Annis Gardner Whiting Capital Advisors
Florida
$318
OWA
638
Opal Wealth Advisors
New York
$318 +$331 +11 New
BIM
639
Breakwater Investment Management
Washington
$232
GI
640
Gradient Investments
Minnesota
$145
NL
641
NVWM LLC
Pennsylvania
$145
SWA
642
SOA Wealth Advisors
New York
$91 -$30 -1 -25%
LFG
643
Larson Financial Group
Missouri
$29
DWM
644
Dogwood Wealth Management
Kansas
$1
Qube Research & Technologies (QRT)
645
Qube Research & Technologies (QRT)
United Kingdom
-$65.6M -2,021,458 Closed
CSS
646
Cubist Systematic Strategies
Connecticut
-$31.1M -1,030,788 Closed
Marshall Wace
647
Marshall Wace
United Kingdom
-$30.9M -953,194 Closed
WI
648
Wafra Inc
New York
-$24.3M -748,911 Closed
Renaissance Technologies
649
Renaissance Technologies
New York
-$21.1M -649,600 Closed
SI
650
Scout Investments
Missouri
-$13M -401,848 Closed