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Pathward Financial

252 hedge funds and large institutions have $1.56B invested in Pathward Financial in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 81 increasing their positions, 97 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.62% more ownership

Funds ownership: 87.39%90.01% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

16% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 97

Holders
252
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.15M
Puts
$521K
Net Calls
Net Calls Change

Top Buyers

1 +$17.6M
2 +$13.2M
3 +$11.4M
4
Morgan Stanley
Morgan Stanley
New York
+$9.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$8.49M
Name Holding Trade Value Shares
Change
Change in
Stake
226
$23.1K
227
$21K
228
$19.3K
229
$16.5K
230
$13.2K
231
$11.5K
232
$11K
233
$11K
234
$8.93K
235
$8.67K
236
$6.61K
237
$5.41K
238
$4.69K
239
$4.55K
240
$3.96K
241
$3.76K
242
$3K
243
$2.97K
244
$2.66K
245
$1.98K
246
$1.72K
247
$1.63K
248
$1.52K
249
$1.39K
250
$1.32K