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Pathward Financial

228 hedge funds and large institutions have $1.3B invested in Pathward Financial in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 76 increasing their positions, 86 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

0% less funds holding

Funds holding: 229228 (-1)

0.56% less ownership

Funds ownership: 87.95%87.39% (-0.56%)

12% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 86

Holders
228
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 +$18.2M
2 +$11.5M
3 +$10M
4
Invesco
Invesco
Georgia
+$8.22M
5
UBS AM
UBS AM
Illinois
+$5.57M

Top Sellers

1 -$25.3M
2 -$11.6M
3 -$10.5M
4
Goldman Sachs
Goldman Sachs
New York
-$9.68M
5
BlackRock
BlackRock
New York
-$6.04M
Name Holding Trade Value Shares
Change
Change in
Stake
151
$430K
152
$427K
153
$423K
154
$420K
155
$415K
156
$413K
157
$404K
158
$385K
159
$361K
160
$360K
161
$359K
162
$349K
163
$328K
164
$318K
165
$315K
166
$308K
167
$280K
168
$280K
169
$275K
170
$273K
171
$269K
172
$263K
173
$262K
174
$255K
175
$246K