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Pathward Financial
CASH

Overview Fund Activity

72 hedge funds and large institutions have $160M invested in Pathward Financial in 2015 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
72
Holders Change
+14
Holders Change %
+24.14%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
28
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BIT
1
BlackRock Institutional Trust
California
$10.9M
2
NCM
2
Nantahala Capital Management
Connecticut
$7.42M
3
PFP
3
Patriot Financial Partners
Pennsylvania
$4.37M
4
SCC
4
Second Curve Capital
Pennsylvania
$20.9M
5
BA
5
BlackRock Advisors
Delaware
$3.55M

Top Sellers

1
PFMOSF
1
Philadelphia Financial Management of San Francisco
California
$16.2M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$12.3M
3
EMFAT
3
Emerald Mutual Fund Advisers Trust
Pennsylvania
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$0
5
CCM
5
Castine Capital Management
Massachusetts
$4.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Geode Capital Management
26
Geode Capital Management
Massachusetts
$1.27M +$99.2K +7,494 +9%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.26M +$8.54K +645 +0.7%
LSV Asset Management
28
LSV Asset Management
Illinois
$1.13M +$429K +32,370 +61%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$1.03M +$1.03M +77,493 New
TCIM
30
TIAA CREF Investment Management
New York
$1.01M -$48K -3,621 -5%
Prudential Financial
31
Prudential Financial
New Jersey
$986K +$545K +41,145 +124%
MC
32
Menta Capital
California
$962K +$432K +32,670 +82%
BIM
33
BlackRock Investment Management
Delaware
$824K +$7.23K +546 +0.9%
TC
34
TFS Capital
Pennsylvania
$791K +$791K +59,733 New
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$700K – – –
CCMH
36
Cornerstone Capital Management Holdings
New York
$667K +$258K +19,500 +63%
NCCM
37
Nine Chapters Capital Management
New Jersey
$667K +$667K +50,400 New
CAM
38
ClariVest Asset Management
California
$662K -$7.47K -564 -1%
MAM
39
Martingale Asset Management
Massachusetts
$596K +$229K +17,268 +63%
Citadel Advisors
40
Citadel Advisors
Florida
$592K +$592K +44,697 New
Invesco
41
Invesco
Georgia
$554K +$175K +13,248 +46%
BG
42
BlackRock Group
United Kingdom
$550K +$550K +41,547 New
WA
43
Whitebox Advisors
Minnesota
$543K +$543K +40,983 New
CCM
44
Coe Capital Management
Illinois
$535K +$535K +40,404 New
AWCI
45
Alpine Woods Capital Investors
New York
$508K – – –
PC
46
Polar Capital
United Kingdom
$498K +$141K +10,647 +39%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$445K -$7.95K -600 -2%
TA
48
Teachers Advisors
New York
$321K – – –
Nomura Holdings
49
Nomura Holdings
Japan
$315K +$315K +24,000 New
Charles Schwab
50
Charles Schwab
California
$310K – – –
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2
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