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Pathfinder Bancorp
PBHC

Overview Fund Activity

17 hedge funds and large institutions have $15.5M invested in Pathfinder Bancorp in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
17
Holders Change
-3
Holders Change %
-15%
% of All Funds
0.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
1
Increased
5
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HR
1
Howe & Rusling
New York
$1.19M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$312K
3
BCM
3
Basswood Capital Management
New York
$1.94M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$215K

Top Sellers

1
EVC
1
Eidelman Virant Capital
Missouri
$0
2
BCM
2
BHZ Capital Management
California
$0
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$657K
4
MI
4
M3F Inc
Utah
$1.77M
5
MWA
5
Monograph Wealth Advisors
California
$793K
Name Market Value Shares Shares
Change 		Shares
Change %
MA
1
Minerva Advisors
Pennsylvania
$4.91M 251,649 – –
BCM
2
Basswood Capital Management
New York
$1.94M 97,361 +216 +0.2%
OC
3
Oppenheimer & Close
New York
$1.83M 91,718 – –
MI
4
M3F Inc
Utah
$1.77M 88,847 -5,838 -6%
HR
5
Howe & Rusling
New York
$1.19M 59,681 +14,036 +31%
MWA
6
Monograph Wealth Advisors
California
$793K 39,778 -3,446 -8%
HPIA
7
Hamilton Point Investment Advisors
North Carolina
$766K 38,429 – –
AllianceBernstein
8
AllianceBernstein
Tennessee
$733K 36,786 – –
Vanguard Group
9
Vanguard Group
Pennsylvania
$657K 32,923 -9,631 -23%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$312K 15,636 +454 +3%
Osaic Holdings
11
Osaic Holdings
Arizona
$215K 10,801 +50 +0.5%
BlackRock
12
BlackRock
New York
$167K 8,414 -980 -10%
APA
13
American Portfolios Advisors
New York
$148K 7,412 – –
RIM
14
Rockbridge Investment Management
New York
$41.7K 2,092 – –
Morgan Stanley
15
Morgan Stanley
New York
$1K 64 -3 -4%
EVC
16
Eidelman Virant Capital
Missouri
– – -10,000 Closed
BCM
17
BHZ Capital Management
California
– – -9,293 Closed
Creative Planning
18
Creative Planning
Kansas
– – -2,000 Closed
MCC
19
Money Concepts Capital
Florida
– – -1,000 Closed
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –
Wells Fargo
21
Wells Fargo
California
$0 22 +2 +10%
TRCT
22
Tower Research Capital (TRC)
New York
$0 10 +10 New