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Pathward Financial
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72 hedge funds and large institutions have $160M invested in Pathward Financial in 2015 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

87% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 15

43% more capital invested

Capital invested by funds: $112M → $160M (+$48.5M)

24% more funds holding

Funds holding: 58 → 72 (+14)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
72
Holders Change
+14
Holders Change %
+24.14%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
28
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BIT
BlackRock Institutional Trust
California
+$7.82M
2
NCM
Nantahala Capital Management
Connecticut
+$6.62M
3
PFP
Patriot Financial Partners
Pennsylvania
+$3.9M
4
SCC
Second Curve Capital
Pennsylvania
+$3.11M
5
BA
BlackRock Advisors
Delaware
+$3.08M

Top Sellers

1
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$6.23M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$3.45M
3
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$1.05M
4
Stifel Financial
Stifel Financial
Missouri
-$815K
5
CCM
Castine Capital Management
Massachusetts
-$532K
Name Holding Trade Value Shares
Change 		Change in
Stake
MLICM
76
Metropolitan Life Insurance Company (MetLife)
New York
– -$183K -15,699 Closed
Acadian Asset Management
77
Acadian Asset Management
Massachusetts
– -$123K -10,542 Closed
RFC
78
Russell Frank Company
Washington
– -$12K -1,038 Closed
1 2 3
4