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Pathward Financial

252 hedge funds and large institutions have $1.56B invested in Pathward Financial in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 81 increasing their positions, 97 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.62% more ownership

Funds ownership: 87.39%90.01% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

16% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 97

Holders
252
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
$1.15M
Puts
$521K
Net Calls
Net Calls Change

Top Buyers

1 +$17.6M
2 +$13.2M
3 +$11.4M
4
Morgan Stanley
Morgan Stanley
New York
+$9.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$8.49M
Name Holding Trade Value Shares
Change
Change in
Stake
151
$492K
152
$488K
153
$482K
154
$480K
155
$476K
156
$473K
157
$467K
158
$462K
159
$460K
160
$446K
161
$433K
162
$424K
163
$420K
164
$416K
165
$416K
166
$397K
167
$395K
168
$392K
169
$387K
170
$383K
171
$368K
172
$365K
173
$356K
174
$352K
175
$350K