Pathward Financial
CASH
163 hedge funds and large institutions have $937M invested in Pathward Financial in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 67 increasing their positions, 43 reducing their positions, and 14 closing their positions.
1,933% more call options, than puts
Call options by funds: $61K | Put options by funds: $3K
79% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 14
63% more funds holding in top 10
Funds holding in top 10: 8 → 13 (+5)
56% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 43
19.95% more ownership
Funds ownership: 72.28% → 92.22% (+20%)
20% more capital invested
Capital invested by funds: $782M → $937M (+$154M)
7% more funds holding
Funds holding: 153 → 163 (+10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DIM
Delta Investment Management
San Francisco,
California
|
+$193M |
| 2 |
BlackRock
New York
|
+$20.2M |
| 3 |
SAM
Silvercrest Asset Management
New York
|
+$7.97M |
| 4 |
WSL
Western Standard LLC
Los Angeles,
California
|
+$3.65M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$3.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HRCM
Hawk Ridge Capital Management
Los Angeles,
California
|
-$10M |
| 2 |
CWM
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
-$6.83M |
| 3 |
SCP
Steamboat Capital Partners
Rye,
New York
|
-$4.77M |
| 4 |
SCC
Second Curve Capital
Radnor,
Pennsylvania
|
-$4.07M |
| 5 |
QI
QS Investors
New York
|
-$2.42M |
CASH Hedge Fund Activity: Q3 2019 in Review
163 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Pathward Financial (CASH) for Q3 2019, worth a combined $937M — up 20% from $782M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new CASH positions and 14 closed out — a net gain of 11 holders — while 67 added to existing stakes and 43 trimmed.
The largest buyer was Delta Investment Management, opening a new position worth an estimated $193M. The largest seller was Hawk Ridge Capital Management, exiting entirely with an estimated $10M sold.
- 163 institutional investors held Pathward Financial (CASH) as of Q3 2019, up from 153 in Q2 2019.
- Funds reported $937M of Pathward Financial stock for Q3 2019, up 20% quarter-over-quarter.
- 25 funds opened new Pathward Financial positions in Q3 2019 and 14 closed out, a net change of +11 holders.
- The largest Pathward Financial buyer in Q3 2019 was Delta Investment Management, an estimated $193M added.
- The largest Pathward Financial seller in Q3 2019 was Hawk Ridge Capital Management, an estimated $10M sold.
Based on aggregated 13F filings for Q3 2019.