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Pathward Financial
CASH

Overview Fund Activity

78 hedge funds and large institutions have $184M invested in Pathward Financial in 2015 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+6
Holders Change %
+8.33%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
36
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCC
1
Second Curve Capital
Pennsylvania
$25M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.29M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$1.34M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$9.18M
5
PFP
5
Patriot Financial Partners
Pennsylvania
$5.79M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$11.5M
2
PI
2
Putnam Investments
Massachusetts
$6.21M
3
DP
3
Dearborn Partners
Illinois
$0
4
TC
4
TFS Capital
Pennsylvania
$0
5
NCCM
5
Nine Chapters Capital Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Advisers
26
Two Sigma Advisers
New York
$1.51M -$343K -24,000 -19%
MAM
27
Martingale Asset Management
Massachusetts
$1.5M +$859K +60,006 +134%
Federated Hermes
28
Federated Hermes
Pennsylvania
$1.34M +$1.28M +89,229 +2,087%
Morgan Stanley
29
Morgan Stanley
New York
$1.29M -$536K -37,473 -29%
MC
30
Menta Capital
California
$1.23M +$187K +13,086 +18%
LSV Asset Management
31
LSV Asset Management
Illinois
$1.22M – – –
Two Sigma Investments
32
Two Sigma Investments
New York
$1.2M -$384K -26,814 -24%
BIM
33
BlackRock Investment Management
Delaware
$1.13M +$244K +17,064 +27%
Prudential Financial
34
Prudential Financial
New Jersey
$1.07M +$4.29K +300 +0.4%
SCM
35
Sterling Capital Management
North Carolina
$1.02M +$1.02M +71,508 New
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$1.01M -$96.3K -6,735 -9%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$928K – – –
CCM
38
Coe Capital Management
Illinois
$904K +$326K +22,758 +56%
CCMH
39
Cornerstone Capital Management Holdings
New York
$841K +$120K +8,400 +17%
PC
40
Polar Capital
United Kingdom
$800K +$262K +18,306 +49%
BSA
41
Braun Stacey Associates
New York
$754K +$754K +52,728 New
CAM
42
ClariVest Asset Management
California
$713K -$1.03K -72 -0.1%
Citadel Advisors
43
Citadel Advisors
Florida
$638K -$1.55K -108 -0.2%
BG
44
BlackRock Group
United Kingdom
$594K – – –
WA
45
Whitebox Advisors
Minnesota
$586K – – –
Invesco
46
Invesco
Georgia
$582K -$16.6K -1,158 -3%
AWCI
47
Alpine Woods Capital Investors
New York
$549K – – –
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$545K +$64.4K +4,503 +13%
AI
49
Analytic Investors
California
$517K +$277K +19,389 +116%
CIC
50
Cornercap Investment Counsel
Georgia
$514K +$514K +35,955 New
1
2
3 4