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Pathward Financial
CASH

Overview Fund Activity

229 hedge funds and large institutions have $1.31B invested in Pathward Financial in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 86 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
–
Holders Change %
0%
% of All Funds
3.33%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
33
Increased
77
Reduced
86
Closed
30
Calls
$1.32M
Puts
$300K
Net Calls
+$1.02M
Net Calls Change
-$350K

Top Buyers

1
AFCM
Alta Fox Capital Management
Texas
$19.6M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$12.4M
3
FMI
F/M Investments
District of Columbia
$10.8M
4
Invesco
Invesco
Georgia
$15.4M
5
UBS AM
UBS AM
Illinois
$20M

Top Sellers

1
NCM
Nantahala Capital Management
Connecticut
$30.6M
2
AAM
Austin Asset Management
Texas
$18.9M
3
EIP
Epoch Investment Partners
New York
$2.77M
4
FI
Financial Insights
Washington
$0
5
Goldman Sachs
Goldman Sachs
New York
$28.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIL
226
Rothschild Investment LLC
Illinois
$283 – – –
PFBT
227
Parkside Financial Bank & Trust
Missouri
$170 – – –
LFG
228
Larson Financial Group
Missouri
$113 +$113 +2 New
HNB
229
Huntington National Bank
Ohio
$57 – – –
CP
230
Camelot Portfolios
Ohio
$28 +$28 +1 New
CSS
231
Cubist Systematic Strategies
Connecticut
– -$3.25M -64,377 Closed
AIC
232
Anthracite Investment Company
Texas
– -$2.1M -41,564 Closed
SCA
233
Sage Capital Advisors
South Dakota
– -$2.07M -41,018 Closed
SCM
234
Semanteon Capital Management
Massachusetts
– -$1.05M -20,798 Closed
Axa
235
Axa
France
– -$858K -17,000 Closed
Boston Partners
236
Boston Partners
Massachusetts
– -$827K -16,392 Closed
AIG
237
American International Group
New York
– -$709K -14,045 Closed
Mirae Asset Global Investments
238
Mirae Asset Global Investments
South Korea
– -$521K -12,570 Closed
SGI
239
Summit Global Investments
Utah
– -$536K -10,609 Closed
EWA
240
Encompass Wealth Advisors
Oregon
– -$478K -9,472 Closed
GCM
241
Gallacher Capital Management
Colorado
– -$410K -8,114 Closed
I
242
InceptionR
California
– -$409K -8,093 Closed
OQS
243
Occudo Quantitative Strategies
Florida
– -$400K -7,930 Closed
NYLIM
244
New York Life Investment Management
New York
– -$367K -7,268 Closed
DFCM
245
Dark Forest Capital Management
Puerto Rico
– -$352K -6,967 Closed
DM
246
Deerfield Management
New York
– -$312K -6,188 Closed
Point72 Asset Management
247
Point72 Asset Management
Connecticut
– -$288K -5,700 Closed
YIH
248
Y-Intercept (HK)
Hong Kong
– -$241K -4,774 Closed
VI
249
Versor Investments
New York
– -$241K -4,770 Closed
CC
250
Corton Capital
Ontario, Canada
– -$203K -4,019 Closed
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10
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