Pathward Financial
CASH
155 hedge funds and large institutions have $900M invested in Pathward Financial in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 43 increasing their positions, 63 reducing their positions, and 18 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 4 → 10 (+6)
92% more capital invested
Capital invested by funds: $468M → $900M (+$432M)
67% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 18
8% more funds holding
Funds holding: 144 → 155 (+11)
3.01% more ownership
Funds ownership: 70.56% → 73.57% (+3%)
32% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 63
53% less call options, than puts
Call options by funds: $256K | Put options by funds: $549K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$15.7M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$9.07M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$5.22M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$2.52M |
| 5 |
SCC
Second Curve Capital
Radnor,
Pennsylvania
|
+$2.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$10.5M |
| 2 |
PFP
Patriot Financial Partners
Radnor,
Pennsylvania
|
-$9.14M |
| 3 |
CWM
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
-$7.95M |
| 4 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
-$7.89M |
| 5 |
JP Morgan Chase
New York
|
-$3.7M |
CASH Hedge Fund Activity: Q4 2020 in Review
155 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Pathward Financial (CASH) for Q4 2020, worth a combined $900M — up 92% from $468M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new CASH positions and 18 closed out — a net gain of 12 holders — while 43 added to existing stakes and 63 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $15.7M. The largest seller was LSV Asset Management, cutting an estimated $10.5M.
- 155 institutional investors held Pathward Financial (CASH) as of Q4 2020, up from 144 in Q3 2020.
- Funds reported $900M of Pathward Financial stock for Q4 2020, up 92% quarter-over-quarter.
- 30 funds opened new Pathward Financial positions in Q4 2020 and 18 closed out, a net change of +12 holders.
- The largest Pathward Financial buyer in Q4 2020 was Fidelity Investments, an estimated $15.7M added.
- The largest Pathward Financial seller in Q4 2020 was LSV Asset Management, an estimated $10.5M sold.
Based on aggregated 13F filings for Q4 2020.