Pathward Financial
CASH
205 hedge funds and large institutions have $1.13B invested in Pathward Financial in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 87 reducing their positions, and 14 closing their positions.
100% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 14
7% more funds holding
Funds holding: 192 → 205 (+13)
4.59% more ownership
Funds ownership: 84.32% → 88.91% (+4.6%)
4% more capital invested
Capital invested by funds: $1.09B → $1.13B (+$39.2M)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
16% less call options, than puts
Call options by funds: $687K | Put options by funds: $820K
30% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 87
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$49.7M |
| 2 |
JP Morgan Chase
New York
|
+$9.14M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$7.63M |
| 4 |
MAP
Moody Aldrich Partners
Marblehead,
Massachusetts
|
+$4.49M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$4.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Man Group
London,
United Kingdom
|
-$9.15M |
| 2 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
-$8.42M |
| 3 |
ACM
Ararat Capital Management
Westport,
Connecticut
|
-$8.29M |
| 4 |
AFCM
Alta Fox Capital Management
Fort Worth,
Texas
|
-$7.33M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$6.92M |
CASH Hedge Fund Activity: Q3 2023 in Review
205 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Pathward Financial (CASH) for Q3 2023, worth a combined $1.13B — up 3.6% from $1.09B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new CASH positions and 14 closed out — a net gain of 14 holders — while 61 added to existing stakes and 87 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $49.7M. The largest seller was Man Group, exiting entirely with an estimated $9.15M sold.
- 205 institutional investors held Pathward Financial (CASH) as of Q3 2023, up from 192 in Q2 2023.
- Funds reported $1.13B of Pathward Financial stock for Q3 2023, up 3.6% quarter-over-quarter.
- 28 funds opened new Pathward Financial positions in Q3 2023 and 14 closed out, a net change of +14 holders.
- The largest Pathward Financial buyer in Q3 2023 was Goldman Sachs, an estimated $49.7M added.
- The largest Pathward Financial seller in Q3 2023 was Man Group, an estimated $9.15M sold.
Based on aggregated 13F filings for Q3 2023.