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Pathward Financial

229 hedge funds and large institutions have $1.31B invested in Pathward Financial in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 86 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.44% less ownership

Funds ownership: 87.95%87.51% (-0.44%)

10% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 86

Holders
229
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
$1.32M
Puts
$300K
Net Calls
Net Calls Change

Top Buyers

1 +$19.6M
2 +$12.4M
3 +$10.8M
4
Invesco
Invesco
Georgia
+$8.84M
5
UBS AM
UBS AM
Illinois
+$5.99M

Top Sellers

1 -$27.2M
2 -$15.6M
3 -$12.5M
4
FI
Financial Insights
Washington
-$10.5M
5
Goldman Sachs
Goldman Sachs
New York
-$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
26
$10.8M
27
$10.6M
28
$10.5M
29
$9.29M
30
$8.44M
31
$7.83M
32
$7.53M
33
$7.07M
34
$7.04M
35
$6.46M
36
$6.27M
37
$5.89M
38
$5.53M
39
$5.35M
40
$5.33M
41
$5.27M
42
$5.12M
43
$4.67M
44
$4.57M
45
$4.55M
46
$4.48M
47
$4.39M
48
$4.31M
49
$3.99M
50
$3.7M