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Pathfinder Bancorp

19 hedge funds and large institutions have $11.7M invested in Pathfinder Bancorp in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MA
1
Minerva Advisors
Pennsylvania
$3.39M 256,599
AllianceBernstein
2
AllianceBernstein
Tennessee
$3.1M 234,743 +72,872 +45%
OC
3
Oppenheimer & Close
New York
$1.21M 91,718
MI
4
M3F Inc
Utah
$1.08M 81,466 -2,000 -2%
HPIA
5
Hamilton Point Investment Advisors
North Carolina
$508K 38,429
Vanguard Group
6
Vanguard Group
Pennsylvania
$493K 37,290 +2,735 +8%
MWA
7
Monograph Wealth Advisors
California
$416K 29,611 +24 +0.1%
Osaic Holdings
8
Osaic Holdings
Arizona
$391K 29,596 +11,159 +61%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$325K 23,143 +7,625 +49%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$232K 16,497
CSC
11
Caldwell Sutter Capital
California
$205K 15,373
BCM
12
Bridgeway Capital Management
Texas
$143K 10,200 +10,200 New
BlackRock
13
BlackRock
New York
$113K 8,561 -1,140 -12%
Creative Planning
14
Creative Planning
Kansas
$28.1K 2,000 +2,000 New
Morgan Stanley
15
Morgan Stanley
New York
$7.38K 558 +494 +772%
TRCT
16
Tower Research Capital (TRC)
New York
$5.34K 404 -311 -43%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1K 75 -83 -53%
Bank of America
18
Bank of America
North Carolina
$238 18 +18 New
Wells Fargo
19
Wells Fargo
California
$236 17 -8 -32%
BCM
20
Basswood Capital Management
New York
-54,318 Closed
UBS Group
21
UBS Group
Switzerland
-380 Closed
CFGS
22
Concourse Financial Group Securities
Alabama