Pathward Financial
CASH
192 hedge funds and large institutions have $1.02B invested in Pathward Financial in 2022 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 72 reducing their positions, and 33 closing their positions.
1.38% more ownership
Funds ownership: 83.74% → 85.12% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
6% less funds holding
Funds holding: 204 → 192 (-12)
11% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 72
15% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 33
27% less capital invested
Capital invested by funds: $1.4B → $1.02B (-$379M)
76% less call options, than puts
Call options by funds: $266K | Put options by funds: $1.12M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$11.3M |
| 2 |
ACM
Ararat Capital Management
Westport,
Connecticut
|
+$9.61M |
| 3 |
PCM
Philosophy Capital Management
Alamo,
California
|
+$7.81M |
| 4 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$6.26M |
| 5 |
Morgan Stanley
New York
|
+$6.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$14M |
| 2 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$11.5M |
| 3 |
State Street
Boston,
Massachusetts
|
-$7.17M |
| 4 |
Man Group
London,
United Kingdom
|
-$5.82M |
| 5 |
BlackRock
New York
|
-$5.29M |
CASH Hedge Fund Activity: Q2 2022 in Review
192 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Pathward Financial (CASH) for Q2 2022, worth a combined $1.02B — down 27% from $1.4B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of CASH and 28 opened new positions — a net loss of 5 holders — while 72 trimmed existing stakes and 64 added.
The largest buyer was Vanguard Group, adding an estimated $11.3M. The largest seller was Driehaus Capital Management, cutting an estimated $14M.
- 192 institutional investors held Pathward Financial (CASH) as of Q2 2022, down from 204 in Q1 2022.
- Funds reported $1.02B of Pathward Financial stock for Q2 2022, down 27% quarter-over-quarter.
- 28 funds opened new Pathward Financial positions in Q2 2022 and 33 closed out, a net change of -5 holders.
- The largest Pathward Financial buyer in Q2 2022 was Vanguard Group, an estimated $11.3M added.
- The largest Pathward Financial seller in Q2 2022 was Driehaus Capital Management, an estimated $14M sold.
Based on aggregated 13F filings for Q2 2022.