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Pathward Financial
CASH

Overview Fund Activity

161 hedge funds and large institutions have $845M invested in Pathward Financial in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 46 reducing their positions, and 14 closing their positions.

Holders
161
Holders Change
+14
Holders Change %
+9.52%
% of All Funds
3.7%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
28
Increased
61
Reduced
46
Closed
14
Calls
$229K
Puts
–
Net Calls
+$229K
Net Calls Change
+$229K

Top Buyers

1
TCM
1
TimesSquare Capital Management
New York
$43.4M
2
HCS
2
Harvest Capital Strategies
California
$9.28M
3
WG
3
Winton Group
United Kingdom
$6.59M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$5.91M
5
Stifel Financial
5
Stifel Financial
Missouri
$18.8M

Top Sellers

1
BCM
1
Basswood Capital Management
New York
$0
2
NC
2
Northpointe Capital
Michigan
$12M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$9.66M
4
SCC
4
Second Curve Capital
Pennsylvania
$32M
5
EC
5
EJF Capital
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WG
26
Winton Group
United Kingdom
$6.59M +$6.59M +181,047 New
Ameriprise
27
Ameriprise
Minnesota
$6.43M +$159K +4,380 +3%
PC
28
Polar Capital
United Kingdom
$6.1M +$15.6K +429 +0.3%
PFMOSF
29
Philadelphia Financial Management of San Francisco
California
$5.91M +$5.91M +162,348 New
PGC
30
Pacific Grove Capital
California
$5.79M +$736K +20,211 +15%
Goldman Sachs
31
Goldman Sachs
New York
$5.68M -$428K -11,748 -7%
Charles Schwab
32
Charles Schwab
California
$4.99M -$1.63M -44,763 -25%
AC
33
Ascend Capital
California
$4.81M +$354K +9,720 +8%
Invesco
34
Invesco
Georgia
$4.77M +$3.01M +82,794 +172%
American Century Companies
35
American Century Companies
Missouri
$4.2M -$3.36M -92,244 -44%
TCIM
36
TIAA CREF Investment Management
New York
$4.18M -$1.46M -40,056 -26%
BCM
37
Bridgeway Capital Management
Texas
$3.99M – – –
RHCA
38
Rosenthal Henry Capital Advisors
Indiana
$3.82M – – –
JIR
39
James Investment Research
Ohio
$3.52M +$2.41M +66,090 +216%
Deutsche Bank
40
Deutsche Bank
Germany
$3.43M +$1.22M +33,654 +56%
GLA
41
Great Lakes Advisors
Illinois
$3.4M +$3.4M +93,516 New
BGIM
42
Brandywine Global Investment Management
Pennsylvania
$3.15M -$147K -4,041 -4%
Nordea Investment Management
43
Nordea Investment Management
Sweden
$3.13M +$335K +9,198 +12%
Prudential Financial
44
Prudential Financial
New Jersey
$3.01M +$696K +19,110 +30%
QI
45
QS Investors
New York
$3M -$170K -4,674 -5%
LCM
46
Legato Capital Management
California
$2.94M – – –
NCGI
47
Next Century Growth Investors
Minnesota
$2.87M -$96.5K -2,652 -3%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$2.77M -$252K -6,927 -8%
GC
49
Guggenheim Capital
Illinois
$2.64M -$304K -8,343 -10%
EVM
50
Eaton Vance Management
Massachusetts
$2.44M +$1.22M +33,402 +100%
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