Pathward Financial
CASH
CASH
205 hedge funds and large institutions have $1.13B invested in Pathward Financial in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 87 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
more capital invested
Capital invested by funds: $ → $
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
16% less call options, than puts
Call options by funds: $687K | Put options by funds: $820K
30% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 87
Holders
205
Holding in Top 10
7
Calls
$687K
Puts
$820K
Top Buyers
| 1 | +$46M | |
| 2 | +$8.46M | |
| 3 | +$7.06M | |
| 4 |
MAP
Moody Aldrich Partners
Marblehead,
Massachusetts
|
+$4.16M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$4.1M |
Top Sellers
| 1 | -$19.2M | |
| 2 | -$8.52M | |
| 3 | -$8.29M | |
| 4 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
-$7.8M |
| 5 |
AFCM
Alta Fox Capital Management
Fort Worth,
Texas
|
-$6.78M |