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Pathfinder Bancorp
PBHC

Overview Fund Activity

17 hedge funds and large institutions have $14.3M invested in Pathfinder Bancorp in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
17
Holders Change
–
Holders Change %
0%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
7
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$1.69M
2
CSC
2
Caldwell Sutter Capital
California
$294K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$351K
4
MCC
4
Money Concepts Capital
Florida
$19.1K
5
TRCT
5
Tower Research Capital (TRC)
New York
$12K

Top Sellers

1
HR
1
Howe & Rusling
New York
$0
2
BCM
2
Basswood Capital Management
New York
$1.52M
3
FIA
3
FNY Investment Advisers
New York
$0
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$297K
Name Market Value Shares Shares
Change 		Shares
Change %
MA
1
Minerva Advisors
Pennsylvania
$4.74M 251,649 – –
OC
2
Oppenheimer & Close
New York
$1.76M 91,718 – –
AllianceBernstein
3
AllianceBernstein
Tennessee
$1.69M 88,167 +50,243 +132%
MI
4
M3F Inc
Utah
$1.54M 80,323 – –
BCM
5
Basswood Capital Management
New York
$1.52M 79,662 -17,619 -18%
HPIA
6
Hamilton Point Investment Advisors
North Carolina
$736K 38,429 – –
Vanguard Group
7
Vanguard Group
Pennsylvania
$629K 32,843 +20 +0.1%
MWA
8
Monograph Wealth Advisors
California
$565K 29,543 +17 +0.1%
Osaic Holdings
9
Osaic Holdings
Arizona
$351K 18,313 +7,463 +69%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$297K 15,518 -20 -0.1%
CSC
11
Caldwell Sutter Capital
California
$294K 15,373 +15,373 New
BlackRock
12
BlackRock
New York
$164K 8,575 +266 +3%
MCC
13
Money Concepts Capital
Florida
$19.1K 1,000 +1,000 New
TRCT
14
Tower Research Capital (TRC)
New York
$12K 622 +622 New
Morgan Stanley
15
Morgan Stanley
New York
$1.23K 64 – –
Wells Fargo
16
Wells Fargo
California
$478 25 +2 +9%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$316 16,517 +135 +0.8%
HR
18
Howe & Rusling
New York
– – -59,681 Closed
FIA
19
FNY Investment Advisers
New York
– – -2,385 Closed
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –