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Pathward Financial
CASH
CASH
161 hedge funds and large institutions have $776M invested in Pathward Financial in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 45 reducing their positions, and 20 closing their positions.
New
Increased
Maintained
Reduced
Closed
53% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 45
8.84% more ownership
Funds ownership: 238.69% → 247.52% (+8.8%)
5% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 20
0% more funds holding
Funds holding: 161 → 161 (0)
8% less capital invested
Capital invested by funds: $845M → $776M (-$69.5M)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
75% less call options, than puts
Call options by funds: $604K | Put options by funds: $2.43M
Holders
161
Holders Change
–
Holders Change %
0%
% of All Funds
3.69%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
21
Increased
69
Reduced
45
Closed
20
Calls
$604K
Puts
$2.43M
Net Calls
-$1.83M
Net Calls Change
-$2.06M
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
LPL Financial
San Diego,
California
| – | -$212K | -5,814 | Closed |
|
177
Russell Investments Group
London,
United Kingdom
| – | -$209K | -5,730 | Closed |
|
|
FCAG
178
First Capital Advisors Group
Little Silver,
New Jersey
| – | -$20K | -546 | Closed |
|
|
HR
179
Howe & Rusling
Rochester,
New York
| – | -$3K | -75 | Closed |
|
|
APP
180
Avantax Planning Partners
Dubuque,
Iowa
| – | -$1K | -18 | Closed |
|