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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
151
$258K
152
$257K
153
$256K
154
$252K
155
$250K
156
$248K
157
$235K
158
$234K
159
$225K
160
$224K
161
$223K
162
$222K
163
$219K
164
$217K
165
$203K
166
$201K
167
$197K
168
$173K
169
$171K
170
$151K
171
$136K
172
$121K
173
$118K
174
$118K
175
$115K