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The Mosaic Company

572 hedge funds and large institutions have $8.89B invested in The Mosaic Company in 2021 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 188 increasing their positions, 189 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 56

100% more funds holding in top 10

Funds holding in top 10: 612 (+6)

86% more call options, than puts

Call options by funds: $282M | Put options by funds: $151M

39% more capital invested

Capital invested by funds: $6.41B → $8.89B (+$2.48B)

13% more funds holding

Funds holding: 505572 (+67)

1.15% more ownership

Funds ownership: 73.23%74.38% (+1.2%)

1% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 189

Holders
572
Holders Change
+67
Holders Change %
+13.27%
% of All Funds
10.04%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.21%
New
125
Increased
188
Reduced
189
Closed
56
Calls
$282M
Puts
$151M
Net Calls
+$130M
Net Calls Change
+$139M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.17B +$29.6M +1,003,854 +3%
BlackRock
2
BlackRock
New York
$823M +$14.8M +503,165 +2%
State Street
3
State Street
Massachusetts
$535M -$10.5M -356,259 -2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$425M +$92.1M +3,124,832 +30%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$274M +$5.13M +173,823 +2%
Boston Partners
6
Boston Partners
Massachusetts
$229M -$12.5M -425,489 -6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$196M +$2.53M +85,843 +1%
Northern Trust
8
Northern Trust
Illinois
$174M +$5.92M +200,919 +4%
SPC
9
Slate Path Capital
New York
$165M -$50.9M -1,725,000 -25%
1832 Asset Management
10
1832 Asset Management
Ontario, Canada
$150M +$141M +4,774,580 New
Norges Bank
11
Norges Bank
Norway
$146M -$11M -371,659 -7%
Invesco
12
Invesco
Georgia
$126M -$6.08M -206,353 -5%
AAMU
13
Amundi Asset Management US
Massachusetts
$124M +$79.7M +2,701,960 +223%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$116M -$2.96M -100,270 -3%
Adage Capital Partners
15
Adage Capital Partners
Massachusetts
$112M -$73.9M -2,507,200 -41%
Nordea Investment Management
16
Nordea Investment Management
Sweden
$107M +$10.2M +345,894 +11%
Morgan Stanley
17
Morgan Stanley
New York
$93.7M +$13.5M +457,295 +18%
DSC
18
Donald Smith & Co
New York
$92.7M -$35.7M -1,210,022 -29%
PIM
19
Platinum Investment Management
Australia
$92.6M +$86.4M +2,929,354 New
AQR Capital Management
20
AQR Capital Management
Connecticut
$87.9M +$25.4M +862,798 +44%
Charles Schwab
21
Charles Schwab
California
$85M -$74.1K -2,512 -0.1%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$76.4M -$4.83M -163,956 -6%
Fiera Capital (Canada)
23
Fiera Capital (Canada)
Quebec, Canada
$71.6M -$1.54M -52,326 -2%
Bank of America
24
Bank of America
North Carolina
$71.5M +$19.2M +650,321 +40%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$70.2M +$25.5M +865,628 +64%