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Pathfinder Bancorp

20 hedge funds and large institutions have $17.5M invested in Pathfinder Bancorp in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
3
Increased
5
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MA
1
Minerva Advisors
Pennsylvania
$5.37M 251,649 -97 -0%
BCM
2
Basswood Capital Management
New York
$2.14M 97,145 +77,429 +393%
MI
3
M3F Inc
Utah
$2.08M 94,685 +26,572 +39%
OC
4
Oppenheimer & Close
New York
$2.02M 91,718
HR
5
Howe & Rusling
New York
$973K 45,645 +3,509 +8%
Vanguard Group
6
Vanguard Group
Pennsylvania
$935K 42,554 -12,196 -22%
MWA
7
Monograph Wealth Advisors
California
$921K 43,224 -19,394 -31%
HPIA
8
Hamilton Point Investment Advisors
North Carolina
$845K 38,429
AllianceBernstein
9
AllianceBernstein
Tennessee
$809K 36,786 +10,023 +37%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$324K 15,182
Osaic Holdings
11
Osaic Holdings
Arizona
$236K 10,751
EVC
12
Eidelman Virant Capital
Missouri
$219K 10,000
BlackRock
13
BlackRock
New York
$206K 9,394 -254 -3%
BCM
14
BHZ Capital Management
California
$204K 9,293 +9,293 New
APA
15
American Portfolios Advisors
New York
$163K 7,412
RIM
16
Rockbridge Investment Management
New York
$44.2K 2,092 -131,375 -98%
Creative Planning
17
Creative Planning
Kansas
$43K 2,000 +2,000 New
MCC
18
Money Concepts Capital
Florida
$22K 1,000 +1,000 New
Morgan Stanley
19
Morgan Stanley
New York
$1K 67 +3 +5%
UBS Group
20
UBS Group
Switzerland
-859 Closed
TRCT
21
Tower Research Capital (TRC)
New York
-69 Closed
Bank of America
22
Bank of America
North Carolina
-5 Closed
CFGS
23
Concourse Financial Group Securities
Alabama
Wells Fargo
24
Wells Fargo
California
$0 20