CASH icon

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
76
$1.65M
77
$1.62M
78
$1.57M
79
$1.56M
80
$1.55M
81
$1.51M
82
$1.5M
83
$1.48M
84
$1.48M
85
$1.42M
86
$1.41M
87
$1.36M
88
$1.29M
89
$1.26M
90
$1.24M
91
$1.19M
92
$1.18M
93
$1.14M
94
$1.03M
95
$1.02M
96
$955K
97
$937K
98
$924K
99
$920K
100
$904K