We are live on ! Find out more
MOS icon

The Mosaic Company

673 hedge funds and large institutions have $10B invested in The Mosaic Company in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 226 increasing their positions, 266 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more call options, than puts

Call options by funds: $352M | Put options by funds: $342M

2.54% less ownership

Funds ownership: 88.59%86.05% (-2.5%)

6% less funds holding

Funds holding: 718673 (-45)

15% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 266

27% less capital invested

Capital invested by funds: $13.6B → $10B (-$3.62B)

33% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 125

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
673
Holders Change
-45
Holders Change %
-6.27%
% of All Funds
10.57%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.11%
New
84
Increased
226
Reduced
266
Closed
125
Calls
$352M
Puts
$342M
Net Calls
+$10.7M
Net Calls Change
-$47M
Name Holding Trade Value Shares
Change
Change in
Stake
DA
701
Duality Advisers
Florida
-$1.23M -26,796 Closed
EC
702
Estate Counselors
Wisconsin
-$1.21M -26,280 Closed
AG
703
Ascent Group
Virginia
-$1.06M -23,108 Closed
JMPWA
704
JP Morgan Private Wealth Advisors
California
-$999K -21,773 Closed
IWM
705
IHT Wealth Management
Illinois
-$979K -21,342 Closed
VEA
706
Virtus ETF Advisers
New York
-$842K -18,355 Closed
IMC Chicago
707
IMC Chicago
Illinois
-$629K -16,279 Closed
CQS
708
Credential Qtrade Securities
-$745K -16,240 Closed
AM
709
AGF Management
Ontario, Canada
-$742K -16,179 Closed
DILIC
710
Dai-ichi Life Insurance Company
Japan
-$738K -16,087 Closed
FIM
711
Freedom Investment Management
Connecticut
-$713K -15,539 Closed
GCP
712
Garda Capital Partners
Minnesota
-$585K -15,150 Closed
FFG
713
Fortem Financial Group
California
-$591K -12,891 Closed
BS
714
Banco Santander
Spain
-$520K -11,338 Closed
BL
715
Balentine LLC
Georgia
-$499K -10,887 Closed
LFM
716
LGT Fund Management
Liechtenstein
-$491K -10,700 Closed
VIA
717
Vident Investment Advisory
Georgia
-$488K -10,639 Closed
DCM
718
Dupont Capital Management
Delaware
-$472K -10,290 Closed
MME
719
Meag Munich Ergo
Germany
-$471K -10,263 Closed
FF
720
Fluent Financial
Texas
-$466K -10,148 Closed
ACM
721
Ashford Capital Management
Delaware
-$459K -10,000 Closed
EH
722
Equitable Holdings
New York
-$421K -9,177 Closed
FTDI
723
First Trust Direct Indexing
Massachusetts
-$381K -8,308 Closed
VHAM
724
Van Hulzen Asset Management
California
-$379K -8,270 Closed
QI
725
Qtron Investments
Massachusetts
-$372K -8,110 Closed