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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
126
$607K
127
$594K
128
$588K
129
$584K
130
$576K
131
$569K
132
$562K
133
$554K
134
$550K
135
$549K
136
$549K
137
$539K
138
$538K
139
$537K
140
$533K
141
$519K
142
$498K
143
$485K
144
$480K
145
$479K
146
$477K
147
$472K
148
$462K
149
$451K
150
$438K