Pathward Financial
CASH
63 hedge funds and large institutions have $115M invested in Pathward Financial in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 33 reducing their positions, and 3 closing their positions.
0% more funds holding
Funds holding: 63 → 63 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
12% less capital invested
Capital invested by funds: $131M → $115M (-$15.6M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
42% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
+$1.52M |
| 2 |
SCC
Second Curve Capital
Radnor,
Pennsylvania
|
+$1.33M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.13M |
| 4 |
DP
Dearborn Partners
Chicago,
Illinois
|
+$592K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$153K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.36M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$643K |
| 3 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$565K |
| 4 |
1IC
1919 Investment Counsel
Baltimore,
Maryland
|
-$562K |
| 5 |
CAM
ClariVest Asset Management
San Diego,
California
|
-$551K |
CASH Hedge Fund Activity: Q3 2014 in Review
63 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Pathward Financial (CASH) for Q3 2014, worth a combined $115M — down 12% from $131M a quarter earlier.
Fund positioning in CASH was balanced in Q3 2014: 3 funds opened new positions, 3 closed out, 19 added to existing stakes and 33 trimmed.
The largest buyer was Philadelphia Financial Management of San Francisco, adding an estimated $1.52M. The largest seller was Wellington Management Group, cutting an estimated $1.36M.
- 63 institutional investors held Pathward Financial (CASH) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $115M of Pathward Financial stock for Q3 2014, down 12% quarter-over-quarter.
- 3 funds opened new Pathward Financial positions in Q3 2014 and 3 closed out, a net change of 0 holders.
- The largest Pathward Financial buyer in Q3 2014 was Philadelphia Financial Management of San Francisco, an estimated $1.52M added.
- The largest Pathward Financial seller in Q3 2014 was Wellington Management Group, an estimated $1.36M sold.
Based on aggregated 13F filings for Q3 2014.