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Pathward Financial
CASH

Overview Fund Activity

161 hedge funds and large institutions have $776M invested in Pathward Financial in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 45 reducing their positions, and 20 closing their positions.

Holders
161
Holders Change
–
Holders Change %
0%
% of All Funds
3.69%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
21
Increased
69
Reduced
45
Closed
20
Calls
$604K
Puts
$2.43M
Net Calls
-$1.83M
Net Calls Change
-$2.06M

Top Buyers

1
PFMOSF
1
Philadelphia Financial Management of San Francisco
California
$14.8M
2
TCM
2
TimesSquare Capital Management
New York
$47.8M
3
BlackRock
3
BlackRock
New York
$128M
4
Millennium Management
4
Millennium Management
New York
$5.08M
5
OCM
5
Osterweis Capital Management
California
$4.79M

Top Sellers

1
RP
1
Rice Partnership
Hawaii
$0
2
WG
2
Winton Group
United Kingdom
$690K
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$0
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$8.56M
5
JIR
5
James Investment Research
Ohio
$461K
Name Holding Trade Value Shares
Change 		Shares
Change %
FP
26
Foundry Partners
Minnesota
$5.92M -$1.49M -45,750 -20%
Ameriprise
27
Ameriprise
Minnesota
$5.38M -$357K -11,001 -6%
Millennium Management
28
Millennium Management
New York
$5.08M +$5.08M +156,585 New
First Trust Advisors
29
First Trust Advisors
Illinois
$4.81M +$3.7M +114,102 +335%
OCM
30
Osterweis Capital Management
California
$4.79M +$4.79M +147,630 New
Charles Schwab
31
Charles Schwab
California
$4.69M +$246K +7,590 +6%
PFC
32
Phocas Financial Corp
California
$4.69M +$4.69M +144,417 New
AC
33
Ascend Capital
California
$4.52M +$232K +7,152 +5%
PGC
34
Pacific Grove Capital
California
$4.42M -$742K -22,863 -14%
RHCA
35
Rosenthal Henry Capital Advisors
Indiana
$4.38M +$974K +30,000 +29%
Goldman Sachs
36
Goldman Sachs
New York
$4M -$1.07M -32,829 -21%
American Century Companies
37
American Century Companies
Missouri
$3.61M -$130K -3,999 -3%
BCM
38
Bridgeway Capital Management
Texas
$3.56M – – –
Deutsche Bank
39
Deutsche Bank
Germany
$3.31M +$251K +7,722 +8%
TCIM
40
TIAA CREF Investment Management
New York
$3.28M -$446K -13,746 -12%
GLA
41
Great Lakes Advisors
Illinois
$3.17M +$131K +4,047 +4%
BGIM
42
Brandywine Global Investment Management
Pennsylvania
$2.85M +$42.2K +1,299 +2%
Prudential Financial
43
Prudential Financial
New Jersey
$2.7M +$24.3K +750 +0.9%
Bank of America
44
Bank of America
North Carolina
$2.7M +$1.61M +49,626 +148%
QI
45
QS Investors
New York
$2.67M +$292 +9 +0%
LCM
46
Legato Capital Management
California
$2.62M – – –
Morgan Stanley
47
Morgan Stanley
New York
$2.37M +$229K +7,062 +11%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$2.31M -$164K -5,058 -7%
HRCM
49
Hawk Ridge Capital Management
California
$2.31M +$2.31M +71,103 New
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$2.13M +$41.6K +1,281 +2%
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