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Pathfinder Bancorp
PBHC

Overview Fund Activity

17 hedge funds and large institutions have $15.9M invested in Pathfinder Bancorp in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
17
Holders Change
–
Holders Change %
0%
% 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
2
Increased
4
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Geode Capital Management
1
Geode Capital Management
Massachusetts
$316K
2
FIA
2
FNY Investment Advisers
New York
$48K
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$771K
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$333K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$221K

Top Sellers

1
MWA
1
Monograph Wealth Advisors
California
$601K
2
MI
2
M3F Inc
Utah
$1.63M
3
RIM
3
Rockbridge Investment Management
New York
$0
4
BlackRock
4
BlackRock
New York
$168K
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$667K
Name Market Value Shares Shares
Change 		Shares
Change %
MA
1
Minerva Advisors
Pennsylvania
$5.12M 251,649 – –
BCM
2
Basswood Capital Management
New York
$1.98M 97,281 -80 -0.1%
OC
3
Oppenheimer & Close
New York
$1.87M 91,718 – –
MI
4
M3F Inc
Utah
$1.63M 80,323 -8,524 -10%
HR
5
Howe & Rusling
New York
$1.21M 59,681 – –
HPIA
6
Hamilton Point Investment Advisors
North Carolina
$782K 38,429 – –
AllianceBernstein
7
AllianceBernstein
Tennessee
$771K 37,924 +1,138 +3%
Vanguard Group
8
Vanguard Group
Pennsylvania
$667K 32,823 -100 -0.3%
MWA
9
Monograph Wealth Advisors
California
$601K 29,526 -10,252 -26%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$333K 16,382 +746 +5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$316K 15,538 +15,538 New
Osaic Holdings
12
Osaic Holdings
Arizona
$221K 10,850 +49 +0.5%
BlackRock
13
BlackRock
New York
$168K 8,309 -105 -1%
APA
14
American Portfolios Advisors
New York
$151K 7,412 – –
FIA
15
FNY Investment Advisers
New York
$48K 2,385 +2,385 New
Morgan Stanley
16
Morgan Stanley
New York
$1K 64 – –
RIM
17
Rockbridge Investment Management
New York
– – -2,092 Closed
TRCT
18
Tower Research Capital (TRC)
New York
– – -10 Closed
CFGS
19
Concourse Financial Group Securities
Alabama
– – – –
Wells Fargo
20
Wells Fargo
California
$0 23 +1 +5%