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The Mosaic Company

829 hedge funds and large institutions have $20.5B invested in The Mosaic Company in 2022 Q1 according to their latest regulatory filings, with 235 funds opening new positions, 230 increasing their positions, 297 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 235 | Existing positions closed: 75

70% more capital invested

Capital invested by funds: $12.1B → $20.5B (+$8.42B)

22% more funds holding

Funds holding: 679829 (+150)

22% more funds holding in top 10

Funds holding in top 10: 2328 (+5)

2.5% more ownership

Funds ownership: 81.46%83.96% (+2.5%)

16% less call options, than puts

Call options by funds: $959M | Put options by funds: $1.14B

23% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 297

Holders
829
Holders Change
+150
Holders Change %
+22.09%
% of All Funds
13.08%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.44%
New
235
Increased
230
Reduced
297
Closed
75
Calls
$959M
Puts
$1.14B
Net Calls
-$182M
Net Calls Change
-$774M
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
701
Harel Insurance Investments & Financial Services
Israel
$180K -$229K -4,572 -63%
NFSG
702
Newbridge Financial Services Group
Florida
$170K +$7.5K +150 +6%
DMBA
703
Deseret Mutual Benefit Administrators
Utah
$159K -$31.4K -628 -21%
CIP
704
Convergence Investment Partners
Florida
$157K +$118K +2,354 New
EI
705
Ellevest Inc
New York
$155K +$22.4K +448 +24%
S
706
SignatureFD
Georgia
$149K +$38K +759 +51%
CWAF
707
Core Wealth Advisors (Florida)
Florida
$133K
PK
708
Pflug Koory
Nebraska
$132K -$6.25K -125 -6%
APA
709
American Portfolios Advisors
New York
$131K +$10.1K +201 +11%
CI Investments Inc
710
CI Investments Inc
Ontario, Canada
$125K
MPWT
711
MassMutual Private Wealth & Trust
Connecticut
$117K +$53.8K +1,075 +159%
AA
712
AlphaMark Advisors
Kentucky
$116K -$37.5K -750 -30%
LC
713
Lindbrook Capital
California
$108K +$3.8K +76 +5%
T
714
TOBAM
France
$101K +$19.4K +387 +34%
BWP
715
Baldwin Wealth Partners
Massachusetts
$100K +$75K +1,500 New
TPCW
716
TD Private Client Wealth
New York
$89.4K +$9.3K +186 +16%
BONH
717
Bank of New Hampshire
New Hampshire
$88K +$66.5K +1,330 New
CWM
718
Curi Wealth Management
North Carolina
$87K +$65K +1,300 +9,286%
AF
719
Advisornet Financial
Minnesota
$85K -$380K -7,600 -86%
CFN
720
Cordasco Financial Network
Florida
$85K +$2.65K +53 +4%
AWM
721
Accel Wealth Management
Iowa
$81K +$61.4K +1,227 New
UID
722
Union Investments & Development
Israel
$80K -$65K -1,300 -52%
SGAM
723
Smith Group Asset Management
Texas
$72K +$2.45K +49 +5%
GRP
724
Global Retirement Partners
California
$71K +$61K +1,219 New
FHA
725
First Horizon Advisors
Tennessee
$69K -$20.8K -416 -29%