We are live on ! Find out more
CASH icon

Pathward Financial

72 hedge funds and large institutions have $160M invested in Pathward Financial in 2015 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

87% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 15

43% more capital invested

Capital invested by funds: $112M → $160M (+$48.5M)

24% more funds holding

Funds holding: 5872 (+14)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
72
Holders Change
+14
Holders Change %
+24.14%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
28
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCC
1
Second Curve Capital
Pennsylvania
$20.9M +$3.11M +263,106 +20%
PFMOSF
2
Philadelphia Financial Management of San Francisco
California
$16.2M -$6.23M -526,707 -30%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$12.3M -$3.45M -291,903 -24%
BIT
4
BlackRock Institutional Trust
California
$10.9M +$7.82M +661,425 +403%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$7.5M +$320K +27,093 +5%
NCM
6
Nantahala Capital Management
Connecticut
$7.42M +$6.62M +560,130 New
PI
7
Putnam Investments
Massachusetts
$7.32M +$550K +46,527 +9%
Vanguard Group
8
Vanguard Group
Pennsylvania
$7.27M +$85.3K +7,215 +1%
Renaissance Technologies
9
Renaissance Technologies
New York
$6.91M +$2.47M +209,100 +67%
BFA
10
BlackRock Fund Advisors
California
$6.86M +$90.8K +7,683 +2%
CCM
11
Castine Capital Management
Massachusetts
$4.7M -$532K -45,000 -11%
PFP
12
Patriot Financial Partners
Pennsylvania
$4.37M +$3.9M +330,000 New
State Street
13
State Street
Massachusetts
$3.56M +$152K +12,864 +5%
BA
14
BlackRock Advisors
Delaware
$3.55M +$3.08M +260,706 +3,689%
Northern Trust
15
Northern Trust
Illinois
$2.85M +$30.3K +2,562 +1%
FP
16
Foundry Partners
Minnesota
$2.44M +$308K +26,040 +16%
Deutsche Bank
17
Deutsche Bank
Germany
$2.04M +$1.67M +141,264 +1,119%
GC
18
Guggenheim Capital
Illinois
$1.95M +$738K +62,442 +74%
PCM
19
Piermont Capital Management
Missouri
$1.94M +$1.73M +146,700 New
Two Sigma Advisers
20
Two Sigma Advisers
New York
$1.71M +$1.2M +101,100 +359%
BCM
21
Bridgeway Capital Management
Texas
$1.69M
Morgan Stanley
22
Morgan Stanley
New York
$1.69M +$941K +79,578 +167%
NFA
23
Nationwide Fund Advisors
Ohio
$1.62M +$104K +8,796 +8%
Two Sigma Investments
24
Two Sigma Investments
New York
$1.47M +$938K +79,356 +253%
DP
25
Dearborn Partners
Illinois
$1.34M -$173K -14,628 -13%