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Pathward Financial
CASH

Overview Fund Activity

251 hedge funds and large institutions have $1.56B invested in Pathward Financial in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 81 increasing their positions, 97 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+22
Holders Change %
+9.61%
% of All Funds
3.63%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
42
Increased
81
Reduced
97
Closed
18
Calls
$1.15M
Puts
$521K
Net Calls
+$627K
Net Calls Change
-$396K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$51M
2
DCM
2
Driehaus Capital Management
Illinois
$13.5M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$14.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$36.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$135M

Top Sellers

1
AAM
1
Austin Asset Management
Texas
$22.6M
2
NCM
2
Nantahala Capital Management
Connecticut
$17.4M
3
AFCM
3
Alta Fox Capital Management
Texas
$10.4M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
PCM
5
Philosophy Capital Management
California
$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMAM
226
Picton Mahoney Asset Management
Ontario, Canada
$21K +$9.41K +142 +81%
LFA
227
LGT Financial Advisors
Texas
$19.3K – – –
PC
228
Promethos Capital
Massachusetts
$16.5K – – –
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$13.2K +$13.2K +200 New
PFC
230
Phocas Financial Corp
California
$11.5K -$717 -10,863 -6%
C
231
Covestor
United Kingdom
$11K -$3.37K -53 -23%
Simplex Trading
232
Simplex Trading
Illinois
$11K +$11K +167 New
SAM
233
Smartleaf Asset Management
Massachusetts
$8.93K +$1.89K +29 +27%
CAS
234
Coppell Advisory Solutions
Texas
$8.67K – – –
LI
235
LRI Investments
Florida
$6.61K – – –
MPWT
236
MassMutual Private Wealth & Trust
Connecticut
$5.41K – – –
SCM
237
Sterling Capital Management
North Carolina
$4.69K +$4.69K +71 New
UB
238
UMB Bank
Missouri
$4.56K +$2.31K +35 +103%
BIA
239
Bell Investment Advisors
California
$3.96K – – –
FFO
240
Fortitude Family Office
Arizona
$3.76K – – –
Bessemer Group
241
Bessemer Group
New Jersey
$3K +$3K +40 New
GRP
242
Global Retirement Partners
California
$2.97K -$6.93K -105 -70%
BTI
243
Blue Trust Inc
Georgia
$2.66K – – –
CPA
244
Capital Performance Advisors
California
$1.98K +$1.98K +30 New
Fifth Third Bancorp
245
Fifth Third Bancorp
Ohio
$1.72K +$1.25K +19 +271%
Jones Financial Companies
246
Jones Financial Companies
Missouri
$1.63K +$1.63K +25 New
QCG
247
Quadrant Capital Group
Ohio
$1.52K – – –
PS
248
Principal Securities
Iowa
$1.39K -$12.9K -195 -90%
RIL
249
Rothschild Investment LLC
Illinois
$1.32K +$990 +15 +300%
CWP
250
Concord Wealth Partners
Virginia
$1.12K +$1.12K +17 New
7 8 9
10
11