Pathward Financial
CASH
185 hedge funds and large institutions have $1.3B invested in Pathward Financial in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 50 increasing their positions, 76 reducing their positions, and 13 closing their positions.
285% more call options, than puts
Call options by funds: $6.11M | Put options by funds: $1.58M
169% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 13
15% more capital invested
Capital invested by funds: $1.13B → $1.3B (+$169M)
13% more funds holding
Funds holding: 163 → 185 (+22)
1.27% more ownership
Funds ownership: 78.43% → 79.7% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
34% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 76
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$54M |
| 2 |
EIP
Epoch Investment Partners
New York
|
+$15.5M |
| 3 |
SG Americas Securities
New York
|
+$8.47M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$5.89M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$5.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFP
Patriot Financial Partners
Radnor,
Pennsylvania
|
-$14.6M |
| 2 |
BEP
Brookside Equity Partners
Stamford,
Connecticut
|
-$12.9M |
| 3 |
ZCM
Ziegler Capital Management
Chicago,
Illinois
|
-$8.4M |
| 4 |
MCM
Maltese Capital Management
New York
|
-$7.27M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$7.23M |
CASH Hedge Fund Activity: Q2 2021 in Review
185 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Pathward Financial (CASH) for Q2 2021, worth a combined $1.3B — up 15% from $1.13B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new CASH positions and 13 closed out — a net gain of 22 holders — while 50 added to existing stakes and 76 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $54M. The largest seller was Patriot Financial Partners, cutting an estimated $14.6M.
- 185 institutional investors held Pathward Financial (CASH) as of Q2 2021, up from 163 in Q1 2021.
- Funds reported $1.3B of Pathward Financial stock for Q2 2021, up 15% quarter-over-quarter.
- 35 funds opened new Pathward Financial positions in Q2 2021 and 13 closed out, a net change of +22 holders.
- The largest Pathward Financial buyer in Q2 2021 was Fidelity Investments, an estimated $54M added.
- The largest Pathward Financial seller in Q2 2021 was Patriot Financial Partners, an estimated $14.6M sold.
Based on aggregated 13F filings for Q2 2021.