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Pathward Financial

161 hedge funds and large institutions have $776M invested in Pathward Financial in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 45 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

8% less capital invested

Capital invested by funds: $845M → $776M (-$69.5M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

75% less call options, than puts

Call options by funds: $604K | Put options by funds: $2.43M

Holders
161
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$604K
Puts
$2.43M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
101
$400K
102
$399K
103
$387K
104
$386K
105
$385K
106
$371K
107
$370K
108
$362K
109
$345K
110
$341K
111
$325K
112
$322K
113
$321K
114
$304K
115
$293K
116
$290K
117
$281K
118
$273K
119
$273K
120
$257K
121
$256K
122
$250K
123
$244K
124
$207K
125
$205K