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Pathward Financial
CASH
CASH
185 hedge funds and large institutions have $1.3B invested in Pathward Financial in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 50 increasing their positions, 76 reducing their positions, and 13 closing their positions.
New
Increased
Maintained
Reduced
Closed
285% more call options, than puts
Call options by funds: $6.11M | Put options by funds: $1.58M
169% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 13
15% more capital invested
Capital invested by funds: $1.13B → $1.3B (+$168M)
13% more funds holding
Funds holding: 163 → 185 (+22)
1.24% more ownership
Funds ownership: 78.45% → 79.69% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
34% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 76
Holders
185
Holders Change
+22
Holders Change %
+13.5%
% of All Funds
3.22%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
35
Increased
50
Reduced
76
Closed
13
Calls
$6.11M
Puts
$1.58M
Net Calls
+$4.52M
Net Calls Change
+$2.11M
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$54M |
| 2 |
EIP
Epoch Investment Partners
New York
|
+$15.5M |
| 3 |
SG Americas Securities
New York
|
+$8.47M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$5.89M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$5.13M |
