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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
176
$348K
177
$346K
178
$334K
179
$330K
180
$330K
181
$326K
182
$317K
183
$312K
184
$311K
185
$302K
186
$300K
187
$280K
188
$275K
189
$274K
190
$273K
191
$264K
192
$248K
193
$225K
194
$221K
195
$213K
196
$212K
197
$210K
198
$206K
199
$181K
200
$165K