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Pathward Financial
CASH
CASH
168 hedge funds and large institutions have $1.03B invested in Pathward Financial in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 66 reducing their positions, and 19 closing their positions.
New
Increased
Maintained
Reduced
Closed
58% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 19
17% more call options, than puts
Call options by funds: $1.51M | Put options by funds: $1.29M
10% more capital invested
Capital invested by funds: $937M → $1.03B (+$95.7M)
3% more funds holding
Funds holding: 163 → 168 (+5)
8% less funds holding in top 10
Funds holding in top 10: 13 → 12 (-1)
16.73% less ownership
Funds ownership: 92.22% → 75.49% (-17%)
24% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 66
Holders
168
Holders Change
+5
Holders Change %
+3.07%
% of All Funds
3.31%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.24%
New
30
Increased
50
Reduced
66
Closed
19
Calls
$1.51M
Puts
$1.29M
Net Calls
+$219K
Net Calls Change
+$161K
Top Buyers
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$12.7M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$5.44M |
| 3 |
Goldman Sachs
New York
|
+$4.2M |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$3.45M |
| 5 |
Barclays
London,
United Kingdom
|
+$2.86M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
176
Symphony Asset Management
San Francisco,
California
| – | -$751K | -23,039 | Closed |
|
|
LNWWM
177
Laird Norton Wetherby Wealth Management
San Francisco,
California
| – | -$18K | -17,419 | Closed |
|
178
Voloridge Investment Management
Jupiter,
Florida
| – | -$489K | -15,006 | Closed |
|
|
GCP
179
GSA Capital Partners
London,
United Kingdom
| – | -$452K | -13,846 | Closed |
|
|
WG
180
Winton Group
London,
United Kingdom
| – | -$434K | -13,309 | Closed |
|
181
Citadel Advisors
Miami,
Florida
| – | -$424K | -13,002 | Closed |
|
182
SEI Investments
Oaks,
Pennsylvania
| – | -$242K | -7,427 | Closed |
|
|
QT
183
Quantamental Technologies
White Plains,
New York
| – | -$112K | -3,446 | Closed |
|
184
Marshall Wace
London,
United Kingdom
| – | -$29K | -899 | Closed |
|
|
NFG
185
Next Financial Group
Houston,
Texas
| – | -$6K | -182 | Closed |
|
|
GWAG
186
Garrett Wealth Advisory Group
Weatherford,
Texas
| – | -$1.53K | -47 | Closed |
|