CASH icon

Pathward Financial
CASH

Overview Fund Activity

229 hedge funds and large institutions have $1.19B invested in Pathward Financial in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 60 increasing their positions, 99 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+11
Holders Change %
+5.05%
% of All Funds
3.32%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
33
Increased
60
Reduced
99
Closed
20
Calls
$4.02M
Puts
$2.65M
Net Calls
+$1.37M
Net Calls Change
+$621K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$17.8M
2
ZCM
2
Ziegler Capital Management
Illinois
$10.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$93.8M
4
Millennium Management
4
Millennium Management
New York
$7.03M
5
American Century Companies
5
American Century Companies
Missouri
$21.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$34.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$17.1M
3
AAM
3
Austin Asset Management
Texas
$15.6M
4
GIM
4
Greenwich Investment Management
Connecticut
$0
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
226
UMB Bank
Missouri
$656 +$656 +13 New
FFA
227
Farther Finance Advisors
California
$402 – – –
ECM
228
Everence Capital Management
Indiana
$341 – – –
AWM
229
Avior Wealth Management
Nebraska
$252 +$252 +5 New
RIL
230
Rothschild Investment LLC
Illinois
$252 +$252 +5 New
PFBT
231
Parkside Financial Bank & Trust
Missouri
$152 – – –
HNB
232
Huntington National Bank
Ohio
$50 – – –
GIM
233
Greenwich Investment Management
Connecticut
– -$6.86M -129,622 Closed
Jacobs Levy Equity Management
234
Jacobs Levy Equity Management
New Jersey
– -$6.09M -115,020 Closed
National Bank of Canada
235
National Bank of Canada
Quebec, Canada
– -$2.63M -50,058 Closed
VA
236
Vident Advisory
Georgia
– -$2.05M -38,640 Closed
EF
237
Empowered Funds
Pennsylvania
– -$1.84M -34,711 Closed
Skandinaviska Enskilda Banken (SEB)
238
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$1.36M -25,700 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
239
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$1.11M -20,942 Closed
HSBC Holdings
240
HSBC Holdings
United Kingdom
– -$1.11M -20,643 Closed
OAC
241
OMERS Administration Corp
Ontario, Canada
– -$1.06M -20,000 Closed
II
242
Inspire Investing
Idaho
– -$770K -14,547 Closed
Janney Montgomery Scott
243
Janney Montgomery Scott
Pennsylvania
– -$502K -9,481 Closed
PMEF
244
Point72 Middle East FZE
United Arab Emirates
– -$431K -8,140 Closed
SAG
245
SageView Advisory Group
California
– -$430K -7,965 Closed
MFIM
246
Mesirow Financial Investment Management
Illinois
– -$335K -6,708 Closed
ARC
247
Advisor Resource Council
Texas
– -$272K -5,146 Closed
VF
248
Virtu Financial
New York
– -$262K -4,955 Closed
PP
249
PDT Partners
New York
– -$232K -4,383 Closed
DA
250
Duality Advisers
Florida
– -$203K -3,826 Closed
7 8 9
10
11