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Pathward Financial
CASH
CASH
192 hedge funds and large institutions have $1.03B invested in Pathward Financial in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 59 increasing their positions, 67 reducing their positions, and 22 closing their positions.
New
Increased
Maintained
Reduced
Closed
55% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 22
6% more funds holding
Funds holding: 181 → 192 (+11)
4% more capital invested
Capital invested by funds: $988M → $1.03B (+$39.1M)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
5.11% less ownership
Funds ownership: 91.63% → 86.51% (-5.1%)
12% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 67
26% less call options, than puts
Call options by funds: $3.17M | Put options by funds: $4.28M
Holders
192
Holders Change
+11
Holders Change %
+6.08%
% of All Funds
3.06%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
34
Increased
59
Reduced
67
Closed
22
Calls
$3.17M
Puts
$4.28M
Net Calls
-$1.11M
Net Calls Change
-$3.69M
Top Buyers
| 1 |
UBS AM
Chicago,
Illinois
|
+$17.9M |
| 2 |
ARS
Adirondack Retirement Specialists
Queensbury,
New York
|
+$13.4M |
| 3 |
Goldman Sachs
New York
|
+$10.3M |
| 4 |
PCM
Philosophy Capital Management
Alamo,
California
|
+$9.29M |
| 5 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$6.37M |
