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The Mosaic Company

764 hedge funds and large institutions have $12.8B invested in The Mosaic Company in 2022 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 237 increasing their positions, 327 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 90

1% more funds holding

Funds holding: 755764 (+9)

1.11% more ownership

Funds ownership: 85.73%86.83% (+1.1%)

10% less capital invested

Capital invested by funds: $14.3B → $12.8B (-$1.48B)

19% less funds holding in top 10

Funds holding in top 10: 2117 (-4)

28% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 327

34% less call options, than puts

Call options by funds: $317M | Put options by funds: $477M

Holders
764
Holders Change
+9
Holders Change %
+1.19%
% of All Funds
12.28%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.27%
New
115
Increased
237
Reduced
327
Closed
90
Calls
$317M
Puts
$477M
Net Calls
-$160M
Net Calls Change
-$81.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MHR
701
Matthew Hamilton Rosenberg
$8.77K +$9.9K +200 New
TFP
702
Tilia Fiduciary Partners
North Carolina
$8.19K +$9.26K +187 New
UIA
703
Ulland Investment Advisors
Minnesota
$8K
BC
704
Bartlett & Co
Ohio
$7K
SWA
705
Sutton Wealth Advisors
Florida
$6.89K
BCWM
706
Bartlett & Co Wealth Management
Ohio
$6.84K
WT
707
Washington Trust
Rhode Island
$6.32K
MRCM
708
M&R Capital Management
New Jersey
$6.14K +$5.59K +113 +419%
ST
709
Smithfield Trust
Pennsylvania
$6K
WOC
710
West Oak Capital
California
$6K
SC
711
Schubert & Co
Texas
$5.97K +$1.98K +40 +42%
AAMA
712
Advanced Asset Management Advisors
Ohio
$5.35K +$6.04K +122 New
GIA
713
GHP Investment Advisors
Colorado
$4.96K
SIC
714
SJS Investment Consulting
Ohio
$4.66K +$3.32K +67 +172%
BBHC
715
Brown Brothers Harriman & Co
New York
$4.56K -$11.8K -238 -70%
MWM
716
MinichMacGregor Wealth Management
New York
$4.44K +$5K +101 New
NF
717
Norwood Financial
Pennsylvania
$4.39K
YDMI
718
Y.D. More Investments
Israel
$4.34K +$4.95K +100 New
AAG
719
Armstrong Advisory Group
Massachusetts
$4.17K +$4.7K +95 New
ONST
720
Old North State Trust
North Carolina
$4K +$3.96K +80 New
EE
721
EWG Elevate
California
$3.86K +$4.36K +88 New
BBPWM
722
Blue Bell Private Wealth Management
Pennsylvania
$3.73K -$7.43K -150 -64%
FGAM
723
Financial Gravity Asset Management
Texas
$3.48K +$2.18K +44 New
HWM
724
HighMark Wealth Management
Minnesota
$3.43K
RCG
725
Rock Creek Group
District of Columbia
$3.29K