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Pathward Financial
CASH
CASH
154 hedge funds and large institutions have $591M invested in Pathward Financial in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 35 closing their positions.
New
Increased
Maintained
Reduced
Closed
3.4% more ownership
Funds ownership: 75.49% → 78.89% (+3.4%)
3% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 59
8% less funds holding
Funds holding: 168 → 154 (-14)
34% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 35
43% less capital invested
Capital invested by funds: $1.03B → $591M (-$441M)
58% less funds holding in top 10
Funds holding in top 10: 12 → 5 (-7)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $8K
Holders
154
Holders Change
-14
Holders Change %
-8.33%
% of All Funds
3.39%
Holding in Top 10
5
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-58.33%
% of All Funds
0.11%
New
23
Increased
57
Reduced
59
Closed
35
Calls
–
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$227K
Top Buyers
| 1 |
HZ
Hixon Zuercher
Findlay,
Ohio
|
+$46.7M |
| 2 |
Goldman Sachs
New York
|
+$13M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
+$11.3M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$10.5M |
| 5 |
BlackRock
New York
|
+$5.73M |
