Pathward Financial
CASH
192 hedge funds and large institutions have $1.03B invested in Pathward Financial in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 58 increasing their positions, 67 reducing their positions, and 22 closing their positions.
59% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 22
7% more funds holding
Funds holding: 180 → 192 (+12)
4% more capital invested
Capital invested by funds: $988M → $1.03B (+$39.1M)
0.05% more ownership
Funds ownership: 86.47% → 86.51% (+0.05%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
13% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 67
26% less call options, than puts
Call options by funds: $3.17M | Put options by funds: $4.28M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
+$17.9M |
| 2 |
ARS
Adirondack Retirement Specialists
Queensbury,
New York
|
+$13.4M |
| 3 |
Goldman Sachs
New York
|
+$10.3M |
| 4 |
PCM
Philosophy Capital Management
Alamo,
California
|
+$9.29M |
| 5 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$6.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
-$22.2M |
| 2 |
AFCM
Alta Fox Capital Management
Fort Worth,
Texas
|
-$17.1M |
| 3 |
ACM
Ararat Capital Management
Westport,
Connecticut
|
-$13.6M |
| 4 |
Man Group
London,
United Kingdom
|
-$6.35M |
| 5 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
|
-$6.26M |
CASH Hedge Fund Activity: Q1 2023 in Review
192 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Pathward Financial (CASH) for Q1 2023, worth a combined $1.03B — up 4% from $988M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new CASH positions and 22 closed out — a net gain of 13 holders — while 58 added to existing stakes and 67 trimmed.
The largest buyer was UBS AM, opening a new position worth an estimated $17.9M. The largest seller was Epoch Investment Partners, cutting an estimated $22.2M.
- 192 institutional investors held Pathward Financial (CASH) as of Q1 2023, up from 180 in Q4 2022.
- Funds reported $1.03B of Pathward Financial stock for Q1 2023, up 4% quarter-over-quarter.
- 35 funds opened new Pathward Financial positions in Q1 2023 and 22 closed out, a net change of +13 holders.
- The largest Pathward Financial buyer in Q1 2023 was UBS AM, an estimated $17.9M added.
- The largest Pathward Financial seller in Q1 2023 was Epoch Investment Partners, an estimated $22.2M sold.
Based on aggregated 13F filings for Q1 2023.