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Pathward Financial

201 hedge funds and large institutions have $1.56B invested in Pathward Financial in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 58 increasing their positions, 86 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 198201 (+3)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

33% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 86

Holders
201
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.26M
Puts
$925K
Net Calls
Net Calls Change

Top Buyers

1 +$27.9M
2 +$19M
3 +$15.2M
4
JP Morgan Chase
JP Morgan Chase
New York
+$11.4M
5
N
Nuveen
North Carolina
+$9.21M
Name Holding Trade Value Shares
Change
Change in
Stake
126
$547K
127
$531K
128
$487K
129
$480K
130
$478K
131
$474K
132
$470K
133
$469K
134
$448K
135
$436K
136
$403K
137
$365K
138
$363K
139
$361K
140
$357K
141
$349K
142
$346K
143
$326K
144
$320K
145
$306K
146
$291K
147
$282K
148
$281K
149
$272K
150
$268K