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Pathward Financial
CASH
CASH
245 hedge funds and large institutions have $1.74B invested in Pathward Financial in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 69 increasing their positions, 93 reducing their positions, and 38 closing their positions.
New
Increased
Maintained
Reduced
Closed
404% more call options, than puts
Call options by funds: $817K | Put options by funds: $162K
11% more capital invested
Capital invested by funds: $1.56B → $1.74B (+$177M)
6.9% more ownership
Funds ownership: 90.01% → 96.91% (+6.9%)
3% less funds holding
Funds holding: 252 → 245 (-7)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
16% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 38
26% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 93
Holders
245
Holders Change
-7
Holders Change %
-2.78%
% of All Funds
3.23%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
32
Increased
69
Reduced
93
Closed
38
Calls
$817K
Puts
$162K
Net Calls
+$655K
Net Calls Change
+$28K
Top Buyers
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$43.3M |
| 2 |
State Street
Boston,
Massachusetts
|
+$28.8M |
| 3 |
JP Morgan Chase
New York
|
+$14.9M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$11.5M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$11.3M |
Top Sellers
| 1 |
PCM
Philosophy Capital Management
Alamo,
California
|
-$15.5M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$14.4M |
| 3 |
AFCM
Alta Fox Capital Management
Fort Worth,
Texas
|
-$10.4M |
| 4 |
FMI
F/M Investments
Washington,
District of Columbia
|
-$9.68M |
| 5 |
BlackRock
New York
|
-$7.69M |
