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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
HNWAG
751
High Net Worth Advisory Group
Florida
$34K +$25.3K +505 New
JFA
752
JNBA Financial Advisors
Minnesota
$33K
BWM
753
BerganKDV Wealth Management
Minnesota
$33K +$25K +500 New
EWM
754
Evermay Wealth Management
Virginia
$30K -$5.65K -113 -20%
SIC
755
SJS Investment Consulting
Ohio
$28K +$20.5K +410 New
Credit Agricole
756
Credit Agricole
France
$27K -$189K -3,781 -90%
EWA
757
EverSource Wealth Advisors
Alabama
$27K +$4.3K +86 +27%
EW
758
Evoke Wealth
California
$26K +$2.8K +56 +16%
FMP
759
Financial Management Professionals
Texas
$25K
AF
760
Allworth Financial
California
$25K +$750 +15 +4%
SWM
761
Sugarloaf Wealth Management
Georgia
$24K -$2.5K -50 -12%
HCP
762
Hexagon Capital Partners
Arkansas
$23K
HMS
763
Hanseatic Management Services
New Mexico
$23K +$17K +340 New
RTC
764
Riverview Trust Company
Washington
$23K +$17.2K +343 New
PHK
765
Point72 Hong Kong
Hong Kong
$23K +$17.6K +351 New
TWA
766
TCI Wealth Advisors
Arizona
$22K +$3.7K +74 +29%
JWM
767
Janiczek Wealth Management
Colorado
$21K -$2.05K -41 -12%
BFC
768
Bedel Financial Consulting
Indiana
$20K -$1.45K -29 -9%
EWM
769
Endurance Wealth Management
Rhode Island
$20K
QC
770
Quent Capital
New York
$20K +$350 +7 +2%
CFO
771
CVA Family Office
Colorado
$20K +$3.25K +65 +27%
HWMA
772
Heritage Wealth Management (Arizona)
Arizona
$20K +$15K +300 New
PI
773
Parkside Investments
Illinois
$20K +$15.3K +305 New
BBHC
774
Brown Brothers Harriman & Co
New York
$18K +$5.15K +103 +61%
AA
775
Addison Advisors
Vermont
$17K