Pathward Financial
CASH
152 hedge funds and large institutions have $543M invested in Pathward Financial in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 58 increasing their positions, 36 reducing their positions, and 28 closing their positions.
61% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 36
21% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 28
10% more capital invested
Capital invested by funds: $496M → $543M (+$47.3M)
5.18% more ownership
Funds ownership: 64.83% → 70.01% (+5.2%)
4% more funds holding
Funds holding: 146 → 152 (+6)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCP
Steamboat Capital Partners
Rye,
New York
|
+$18.6M |
| 2 |
TA
Teachers Advisors
New York
|
+$7.34M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$6.62M |
| 4 |
Goldman Sachs
New York
|
+$6.27M |
| 5 |
Bank of New York Mellon
New York
|
+$5.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
TimesSquare Capital Management
New York
|
-$16.1M |
| 2 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
-$8.78M |
| 3 |
HCS
Harvest Capital Strategies
San Francisco,
California
|
-$7.27M |
| 4 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
-$4.01M |
| 5 |
WG
Winton Group
London,
United Kingdom
|
-$2.36M |
CASH Hedge Fund Activity: Q1 2019 in Review
152 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Pathward Financial (CASH) for Q1 2019, worth a combined $543M — up 9.5% from $496M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new CASH positions and 28 closed out — a net gain of 6 holders — while 58 added to existing stakes and 36 trimmed.
The largest buyer was Steamboat Capital Partners, opening a new position worth an estimated $18.6M. The largest seller was TimesSquare Capital Management, exiting entirely with an estimated $16.1M sold.
- 152 institutional investors held Pathward Financial (CASH) as of Q1 2019, up from 146 in Q4 2018.
- Funds reported $543M of Pathward Financial stock for Q1 2019, up 9.5% quarter-over-quarter.
- 34 funds opened new Pathward Financial positions in Q1 2019 and 28 closed out, a net change of +6 holders.
- The largest Pathward Financial buyer in Q1 2019 was Steamboat Capital Partners, an estimated $18.6M added.
- The largest Pathward Financial seller in Q1 2019 was TimesSquare Capital Management, an estimated $16.1M sold.
Based on aggregated 13F filings for Q1 2019.