Pathward Financial
CASH
251 hedge funds and large institutions have $1.56B invested in Pathward Financial in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 81 increasing their positions, 96 reducing their positions, and 17 closing their positions.
153% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 17
120% more call options, than puts
Call options by funds: $1.15M | Put options by funds: $521K
20% more capital invested
Capital invested by funds: $1.3B → $1.56B (+$258M)
11% more funds holding
Funds holding: 227 → 251 (+24)
2.65% more ownership
Funds ownership: 86.66% → 89.31% (+2.7%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
16% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 96
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$17.6M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$13.2M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$11.4M |
| 4 |
Morgan Stanley
New York
|
+$9.8M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$8.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
-$17.8M |
| 2 |
AFCM
Alta Fox Capital Management
Fort Worth,
Texas
|
-$12.1M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$8.44M |
| 4 |
PCM
Philosophy Capital Management
Alamo,
California
|
-$7.66M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$5.77M |
CASH Hedge Fund Activity: Q3 2024 in Review
251 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Pathward Financial (CASH) for Q3 2024, worth a combined $1.56B — up 20% from $1.3B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new CASH positions and 17 closed out — a net gain of 26 holders — while 81 added to existing stakes and 96 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $17.6M. The largest seller was Nantahala Capital Management, cutting an estimated $17.8M.
- 251 institutional investors held Pathward Financial (CASH) as of Q3 2024, up from 227 in Q2 2024.
- Funds reported $1.56B of Pathward Financial stock for Q3 2024, up 20% quarter-over-quarter.
- 43 funds opened new Pathward Financial positions in Q3 2024 and 17 closed out, a net change of +26 holders.
- The largest Pathward Financial buyer in Q3 2024 was Goldman Sachs, an estimated $17.6M added.
- The largest Pathward Financial seller in Q3 2024 was Nantahala Capital Management, an estimated $17.8M sold.
Based on aggregated 13F filings for Q3 2024.