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Pathfinder Bancorp
PBHC

Overview Fund Activity

21 hedge funds and large institutions have $14.4M invested in Pathfinder Bancorp in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
21
Holders Change
+5
Holders Change %
+31.25%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
5
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIM
1
Rockbridge Investment Management
New York
$2.26M
2
MWA
2
Monograph Wealth Advisors
California
$1.06M
3
HR
3
Howe & Rusling
New York
$713K
4
BCM
4
Basswood Capital Management
New York
$339K
5
HPIA
5
Hamilton Point Investment Advisors
North Carolina
$660K

Top Sellers

1
BFM
1
Boothbay Fund Management
New York
$0
2
OC
2
Oppenheimer & Close
New York
$1.57M
3
NFG
3
Next Financial Group
Texas
$0
4
MA
4
Minerva Advisors
Pennsylvania
$4.26M
5
UBS Group
5
UBS Group
Switzerland
$15K
Name Market Value Shares Shares
Change 		Shares
Change %
MA
1
Minerva Advisors
Pennsylvania
$4.26M 251,746 -2,299 -0.9%
RIM
2
Rockbridge Investment Management
New York
$2.26M 133,467 +133,467 New
OC
3
Oppenheimer & Close
New York
$1.57M 91,718 -7,613 -8%
MI
4
M3F Inc
Utah
$1.17M 68,113 – –
MWA
5
Monograph Wealth Advisors
California
$1.06M 62,618 +62,618 New
Vanguard Group
6
Vanguard Group
Pennsylvania
$940K 54,750 +684 +1%
HR
7
Howe & Rusling
New York
$713K 42,136 +42,136 New
HPIA
8
Hamilton Point Investment Advisors
North Carolina
$660K 38,429 +18,429 +92%
AllianceBernstein
9
AllianceBernstein
Tennessee
$460K 26,763 +5,146 +24%
BCM
10
Basswood Capital Management
New York
$339K 19,716 +19,716 New
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$257K 15,182 – –
Osaic Holdings
12
Osaic Holdings
Arizona
$185K 10,751 +60 +0.6%
EVC
13
Eidelman Virant Capital
Missouri
$171K 10,000 +10,000 New
BlackRock
14
BlackRock
New York
$166K 9,648 +180 +2%
APA
15
American Portfolios Advisors
New York
$127K 7,412 – –
RFA
16
Reilly Financial Advisors
California
$34K 2,000 +2,000 New
UBS Group
17
UBS Group
Switzerland
$15K 859 -339 -28%
TRCT
18
Tower Research Capital (TRC)
New York
$1K 69 -72 -51%
Morgan Stanley
19
Morgan Stanley
New York
$1K 64 – –
BFM
20
Boothbay Fund Management
New York
– – -47,742 Closed
NFG
21
Next Financial Group
Texas
– – -5,000 Closed
Wells Fargo
22
Wells Fargo
California
$0 20 – –
CFGS
23
Concourse Financial Group Securities
Alabama
– – – –
Bank of America
24
Bank of America
North Carolina
$0 5 +5 New