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Pathfinder Bancorp
PBHC

Overview Fund Activity

20 hedge funds and large institutions have $15.6M invested in Pathfinder Bancorp in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
20
Holders Change
–
Holders Change %
0%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
5
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
II
1
Inspire Investing
Idaho
$807K
2
FL
2
Fourthstone LLC
Missouri
$1.26M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$4.52M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$178K
5
MWA
5
Monograph Wealth Advisors
California
$475K

Top Sellers

1
MI
1
M3F Inc
Utah
$0
2
TRCT
2
Tower Research Capital (TRC)
New York
$4.07K
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$371K
4
CSC
4
Caldwell Sutter Capital
California
$234K
5
UBS Group
5
UBS Group
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AllianceBernstein
1
AllianceBernstein
Tennessee
$4.52M 285,804 +25,229 +10%
MA
2
Minerva Advisors
Pennsylvania
$4.11M 262,204 – –
OC
3
Oppenheimer & Close
New York
$1.46M 91,915 – –
FL
4
Fourthstone LLC
Missouri
$1.26M 79,721 +32,604 +69%
II
5
Inspire Investing
Idaho
$807K 50,524 +50,524 New
HPIA
6
Hamilton Point Investment Advisors
North Carolina
$608K 38,429 – –
Vanguard Group
7
Vanguard Group
Pennsylvania
$602K 37,681 – –
MWA
8
Monograph Wealth Advisors
California
$475K 29,719 +24 +0.1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$371K 23,213 -763 -3%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$297K 18,608 +4 +0%
Osaic Holdings
11
Osaic Holdings
Arizona
$258K 16,292 – –
CSC
12
Caldwell Sutter Capital
California
$234K 14,773 -600 -4%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$178K 11,154 +11,154 New
BCM
14
Bridgeway Capital Management
Texas
$163K 10,200 – –
BlackRock
15
BlackRock
New York
$131K 8,266 -32 -0.4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$93K 5,866 -74 -1%
Morgan Stanley
17
Morgan Stanley
New York
$7.82K 494 – –
TRCT
18
Tower Research Capital (TRC)
New York
$4.07K 257 -821 -76%
Bank of America
19
Bank of America
North Carolina
$348 22 +3 +16%
Wells Fargo
20
Wells Fargo
California
$13 1 +1 New
MI
21
M3F Inc
Utah
– – -77,265 Closed
UBS Group
22
UBS Group
Switzerland
– – -366 Closed
IC
23
Innealta Capital
Texas
– – -8 Closed
CFGS
24
Concourse Financial Group Securities
Alabama
– – – –