Pathward Financial
CASH
146 hedge funds and large institutions have $496M invested in Pathward Financial in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 44 reducing their positions, and 28 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 44
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
5% less funds holding
Funds holding: 153 → 146 (-7)
14% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 28
30% less capital invested
Capital invested by funds: $705M → $496M (-$209M)
127.59% less ownership
Funds ownership: 192.41% → 64.83% (-128%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
+$26M |
| 2 |
Goldman Sachs
New York
|
+$14.5M |
| 3 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
+$10.6M |
| 4 |
AFG
American Financial Group
Cincinnati,
Ohio
|
+$10.2M |
| 5 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
+$4.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$17.1M |
| 2 |
TCM
TimesSquare Capital Management
New York
|
-$11.5M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
-$8.74M |
| 4 |
SCC
Second Curve Capital
Radnor,
Pennsylvania
|
-$8.68M |
| 5 |
JP Morgan Chase
New York
|
-$6.58M |
CASH Hedge Fund Activity: Q4 2018 in Review
146 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Pathward Financial (CASH) for Q4 2018, worth a combined $496M — down 30% from $705M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of CASH and 24 opened new positions — a net loss of 4 holders — while 44 trimmed existing stakes and 55 added.
The largest buyer was Cranbrook Wealth Management, adding an estimated $26M. The largest seller was Raymond James & Associates, cutting an estimated $17.1M.
- 146 institutional investors held Pathward Financial (CASH) as of Q4 2018, down from 153 in Q3 2018.
- Funds reported $496M of Pathward Financial stock for Q4 2018, down 30% quarter-over-quarter.
- 24 funds opened new Pathward Financial positions in Q4 2018 and 28 closed out, a net change of -4 holders.
- The largest Pathward Financial buyer in Q4 2018 was Cranbrook Wealth Management, an estimated $26M added.
- The largest Pathward Financial seller in Q4 2018 was Raymond James & Associates, an estimated $17.1M sold.
Based on aggregated 13F filings for Q4 2018.