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Pathward Financial
CASH

Overview Fund Activity

153 hedge funds and large institutions have $705M invested in Pathward Financial in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 67 increasing their positions, 42 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
-8
Holders Change %
-4.97%
% of All Funds
3.5%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
19
Increased
67
Reduced
42
Closed
26
Calls
–
Puts
$256K
Net Calls
-$256K
Net Calls Change
+$1.57M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$26.3M
2
CWM
2
Cranbrook Wealth Management
Michigan
$11.3M
3
WG
3
Winton Group
United Kingdom
$8.32M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$50.4M
5
NCM
5
Nantahala Capital Management
Connecticut
$44.6M

Top Sellers

1
EMFAT
1
Emerald Mutual Fund Advisers Trust
Pennsylvania
$0
2
PFMOSF
2
Philadelphia Financial Management of San Francisco
California
$7.46M
3
OCM
3
Osterweis Capital Management
California
$0
4
FP
4
Foundry Partners
Minnesota
$304K
5
PGC
5
Pacific Grove Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
26
Driehaus Capital Management
Illinois
$6.2M -$3.07M -111,348 -33%
HRCM
27
Hawk Ridge Capital Management
California
$5.63M +$3.67M +133,200 +187%
Ameriprise
28
Ameriprise
Minnesota
$5.55M +$977K +35,463 +21%
AC
29
Ascend Capital
California
$4.7M +$863K +31,320 +22%
Invesco
30
Invesco
Georgia
$4.41M -$1.5M -54,594 -25%
Charles Schwab
31
Charles Schwab
California
$4.21M +$223K +8,091 +6%
PFC
32
Phocas Financial Corp
California
$3.91M -$72K -2,613 -2%
Morgan Stanley
33
Morgan Stanley
New York
$3.9M +$1.89M +68,742 +94%
NC
34
Northpointe Capital
Michigan
$3.76M -$3.11M -112,803 -45%
Bank of America
35
Bank of America
North Carolina
$3.75M +$1.45M +52,815 +64%
RHCA
36
Rosenthal Henry Capital Advisors
Indiana
$3.72M – – –
TCIM
37
TIAA CREF Investment Management
New York
$3.05M +$259K +9,405 +9%
First Trust Advisors
38
First Trust Advisors
Illinois
$3.02M -$1.06M -38,442 -26%
BCM
39
Bridgeway Capital Management
Texas
$3.02M – – –
PC
40
Polar Capital
United Kingdom
$3M -$105K -3,819 -3%
Goldman Sachs
41
Goldman Sachs
New York
$2.84M -$558K -20,250 -16%
BGIM
42
Brandywine Global Investment Management
Pennsylvania
$2.43M +$9.92K +360 +0.4%
AI
43
Acuitas Investments
Washington
$2.43M +$738K +26,790 +44%
Millennium Management
44
Millennium Management
New York
$2.38M -$1.93M -70,101 -45%
QI
45
QS Investors
New York
$2.27M – – –
CCM
46
Cadence Capital Management
Massachusetts
$2.1M +$350K +12,699 +20%
Deutsche Bank
47
Deutsche Bank
Germany
$2.06M -$742K -26,931 -26%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$1.99M +$235K +8,511 +13%
Neuberger Berman Group
49
Neuberger Berman Group
New York
$1.97M +$1.97M +71,550 New
PRCP
50
Pacific Ridge Capital Partners
Oregon
$1.97M +$317K +11,490 +19%
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