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Pathfinder Bancorp
PBHC

Overview Fund Activity

19 hedge funds and large institutions have $12.2M invested in Pathfinder Bancorp in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
19
Holders Change
–
Holders Change %
0%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
8
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$167K
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$3.35M
3
RIM
3
Rockbridge Investment Management
New York
$28.9K
4
TRCT
4
Tower Research Capital (TRC)
New York
$13.9K
5
BlackRock
5
BlackRock
New York
$127K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$259K
2
MI
2
M3F Inc
Utah
$1.08M
3
Creative Planning
3
Creative Planning
Kansas
$0
4
Bank of America
4
Bank of America
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MA
1
Minerva Advisors
Pennsylvania
$3.54M 256,599 – –
AllianceBernstein
2
AllianceBernstein
Tennessee
$3.35M 238,773 +4,030 +2%
OC
3
Oppenheimer & Close
New York
$1.28M 91,718 – –
MI
4
M3F Inc
Utah
$1.08M 77,265 -4,201 -5%
HPIA
5
Hamilton Point Investment Advisors
North Carolina
$538K 38,429 – –
Vanguard Group
6
Vanguard Group
Pennsylvania
$528K 37,670 +380 +1%
MWA
7
Monograph Wealth Advisors
California
$410K 29,637 +26 +0.1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$320K 23,143 – –
Osaic Holdings
9
Osaic Holdings
Arizona
$259K 18,504 -11,092 -37%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$228K 16,497 – –
CSC
11
Caldwell Sutter Capital
California
$215K 15,373 – –
Northern Trust
12
Northern Trust
Illinois
$167K 11,941 +11,941 New
BCM
13
Bridgeway Capital Management
Texas
$141K 10,200 – –
BlackRock
14
BlackRock
New York
$127K 9,098 +537 +6%
RIM
15
Rockbridge Investment Management
New York
$28.9K 2,092 +2,092 New
Morgan Stanley
16
Morgan Stanley
New York
$14.7K 1,052 +494 +89%
TRCT
17
Tower Research Capital (TRC)
New York
$13.9K 992 +588 +146%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3K 215 +140 +187%
Wells Fargo
19
Wells Fargo
California
$259 18 +1 +6%
Creative Planning
20
Creative Planning
Kansas
– – -2,000 Closed
Bank of America
21
Bank of America
North Carolina
– – -18 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –