Pathward Financial
CASH
62 hedge funds and large institutions have $106M invested in Pathward Financial in 2013 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 24 increasing their positions, 5 reducing their positions, and 6 closing their positions.
380% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 5
300% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 6
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
49% more capital invested
Capital invested by funds: $71.6M → $106M (+$34.8M)
41% more funds holding
Funds holding: 44 → 62 (+18)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$2.58M |
| 2 |
CFIP
Chicago Fundamental Investment Partners
Chicago,
Illinois
|
+$2.12M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$1.69M |
| 4 |
CAM
ClariVest Asset Management
San Diego,
California
|
+$1.61M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$1.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
-$3.34M |
| 2 |
RBLCM
Roaring Blue Lion Capital Management
Dallas,
Texas
|
-$2.2M |
| 3 |
CA
Continental Advisors
Park City,
Utah
|
-$1.64M |
| 4 |
BP
Boston Provident
Englewood,
New Jersey
|
-$1.52M |
| 5 |
HCS
Harvest Capital Strategies
San Francisco,
California
|
-$1.26M |
CASH Hedge Fund Activity: Q3 2013 in Review
62 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Pathward Financial (CASH) for Q3 2013, worth a combined $106M — up 49% from $71.6M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new CASH positions and 6 closed out — a net gain of 18 holders — while 24 added to existing stakes and 5 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $2.58M. The largest seller was Philadelphia Financial Management of San Francisco, cutting an estimated $3.34M.
- 62 institutional investors held Pathward Financial (CASH) as of Q3 2013, up from 44 in Q2 2013.
- Funds reported $106M of Pathward Financial stock for Q3 2013, up 49% quarter-over-quarter.
- 24 funds opened new Pathward Financial positions in Q3 2013 and 6 closed out, a net change of +18 holders.
- The largest Pathward Financial buyer in Q3 2013 was Renaissance Technologies, an estimated $2.58M added.
- The largest Pathward Financial seller in Q3 2013 was Philadelphia Financial Management of San Francisco, an estimated $3.34M sold.
Based on aggregated 13F filings for Q3 2013.