Pathward Financial
CASH
161 hedge funds and large institutions have $844M invested in Pathward Financial in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 60 increasing their positions, 47 reducing their positions, and 14 closing their positions.
100% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 14
28% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 47
18% more capital invested
Capital invested by funds: $714M → $844M (+$130M)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
10% more funds holding
Funds holding: 147 → 161 (+14)
0.95% more ownership
Funds ownership: 237.39% → 238.34% (+0.95%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
TimesSquare Capital Management
New York
|
+$12.7M |
| 2 |
HCS
Harvest Capital Strategies
San Francisco,
California
|
+$9.12M |
| 3 |
LNWWM
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
+$8.01M |
| 4 |
WG
Winton Group
London,
United Kingdom
|
+$6.47M |
| 5 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
+$5.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Basswood Capital Management
New York
|
-$8.8M |
| 2 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
-$8.04M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
-$7.54M |
| 4 |
SCC
Second Curve Capital
Radnor,
Pennsylvania
|
-$5.9M |
| 5 |
EC
EJF Capital
Arlington,
Virginia
|
-$5.56M |
CASH Hedge Fund Activity: Q1 2018 in Review
161 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Pathward Financial (CASH) for Q1 2018, worth a combined $844M — up 18% from $714M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new CASH positions and 14 closed out — a net gain of 14 holders — while 60 added to existing stakes and 47 trimmed.
The largest buyer was TimesSquare Capital Management, adding an estimated $12.7M. The largest seller was Basswood Capital Management, exiting entirely with an estimated $8.8M sold.
- 161 institutional investors held Pathward Financial (CASH) as of Q1 2018, up from 147 in Q4 2017.
- Funds reported $844M of Pathward Financial stock for Q1 2018, up 18% quarter-over-quarter.
- 28 funds opened new Pathward Financial positions in Q1 2018 and 14 closed out, a net change of +14 holders.
- The largest Pathward Financial buyer in Q1 2018 was TimesSquare Capital Management, an estimated $12.7M added.
- The largest Pathward Financial seller in Q1 2018 was Basswood Capital Management, an estimated $8.8M sold.
Based on aggregated 13F filings for Q1 2018.