Pathward Financial
CASH
CASH
185 hedge funds and large institutions have $893M invested in Pathward Financial in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 66 increasing their positions, 65 reducing their positions, and 33 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
18% less call options, than puts
Call options by funds: $1.54M | Put options by funds: $1.87M
18% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 33
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Holders
185
Holding in Top 10
4
Calls
$1.54M
Puts
$1.87M
Top Buyers
| 1 | +$13M | |
| 2 | +$11.3M | |
| 3 | +$9.39M | |
| 4 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$7.6M |
| 5 |
EIP
Epoch Investment Partners
New York
|
+$5.94M |
Top Sellers
| 1 | -$45.1M | |
| 2 | -$22.8M | |
| 3 | -$14.4M | |
| 4 |
PFA
Pure Financial Advisors
San Diego,
California
|
-$12M |
| 5 |
SAM
Silvercrest Asset Management
New York
|
-$5.41M |