Pathward Financial
CASH
CASH
192 hedge funds and large institutions have $1.03B invested in Pathward Financial in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 59 increasing their positions, 67 reducing their positions, and 22 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
5.11% less ownership
Funds ownership: 91.63% → 86.51% (-5.1%)
12% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 67
26% less call options, than puts
Call options by funds: $3.17M | Put options by funds: $4.28M
Holders
192
Holding in Top 10
8
Calls
$3.17M
Puts
$4.28M
Top Buyers
1 | +$15.8M | |
2 | +$11.7M | |
3 | +$9.04M | |
4 |
PCM
Philosophy Capital Management
Alamo,
California
|
+$8.18M |
5 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
+$7.75M |
Top Sellers
1 | -$29.7M | |
2 | -$19.6M | |
3 | -$15M | |
4 |
ACM
Ararat Capital Management
Westport,
Connecticut
|
-$12M |
5 |
Man Group
London,
United Kingdom
|
-$5.8M |