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Pathfinder Bancorp
PBHC

Overview Fund Activity

18 hedge funds and large institutions have $10.8M invested in Pathfinder Bancorp in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
7
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$3.06M
2
MA
2
Minerva Advisors
Pennsylvania
$3.19M
3
TRCT
3
Tower Research Capital (TRC)
New York
$14.8K
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$209K
5
UBS Group
5
UBS Group
Switzerland
$990

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$0
2
RIM
2
Rockbridge Investment Management
New York
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$202K
4
Morgan Stanley
4
Morgan Stanley
New York
$6.12K
5
BlackRock
5
BlackRock
New York
$110K
Name Market Value Shares Shares
Change 		Shares
Change %
MA
1
Minerva Advisors
Pennsylvania
$3.19M 262,204 +5,605 +2%
AllianceBernstein
2
AllianceBernstein
Tennessee
$3.06M 247,258 +8,485 +4%
OC
3
Oppenheimer & Close
New York
$1.14M 91,718 – –
MI
4
M3F Inc
Utah
$957K 77,265 – –
HPIA
5
Hamilton Point Investment Advisors
North Carolina
$476K 38,429 – –
Vanguard Group
6
Vanguard Group
Pennsylvania
$466K 37,681 +11 +0%
MWA
7
Monograph Wealth Advisors
California
$372K 29,663 +26 +0.1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$291K 23,143 – –
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$209K 16,663 +166 +1%
Osaic Holdings
10
Osaic Holdings
Arizona
$202K 16,292 -2,212 -12%
CSC
11
Caldwell Sutter Capital
California
$191K 15,373 – –
BCM
12
Bridgeway Capital Management
Texas
$128K 10,200 – –
BlackRock
13
BlackRock
New York
$110K 8,898 -200 -2%
TRCT
14
Tower Research Capital (TRC)
New York
$14.8K 1,196 +204 +21%
Morgan Stanley
15
Morgan Stanley
New York
$6.12K 494 -558 -53%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1K 114 -101 -47%
UBS Group
17
UBS Group
Switzerland
$990 80 +80 New
Wells Fargo
18
Wells Fargo
California
$240 19 +1 +6%
Northern Trust
19
Northern Trust
Illinois
– – -11,941 Closed
RIM
20
Rockbridge Investment Management
New York
– – -2,092 Closed
CFGS
21
Concourse Financial Group Securities
Alabama
– – – –