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Pathward Financial
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Overview Fund Activity

146 hedge funds and large institutions have $496M invested in Pathward Financial in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 44 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
-7
Holders Change %
-4.58%
% of All Funds
3.26%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
24
Increased
55
Reduced
44
Closed
28
Calls
$63K
Puts
–
Net Calls
+$63K
Net Calls Change
+$319K

Top Buyers

1
CWM
1
Cranbrook Wealth Management
Michigan
$29.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$14M
3
EMFAT
3
Emerald Mutual Fund Advisers Trust
Pennsylvania
$8.84M
4
AFG
4
American Financial Group
Ohio
$8.48M
5
PFMOSF
5
Philadelphia Financial Management of San Francisco
California
$8.78M

Top Sellers

1
FMWA
1
Forvis Mazars Wealth Advisors
Missouri
$0
2
RJA
2
Raymond James & Associates
Florida
$4.31M
3
TCM
3
TimesSquare Capital Management
New York
$16.1M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$1.38M
5
SCC
5
Second Curve Capital
Pennsylvania
$9.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$4.25M +$345K +17,773 +9%
NC
27
Northpointe Capital
Michigan
$4.01M +$1.36M +70,005 +51%
Wells Fargo
28
Wells Fargo
California
$3.72M +$2.87M +148,015 +337%
Charles Schwab
29
Charles Schwab
California
$2.93M -$35.4K -1,824 -1%
BIM
30
Bogle Investment Management
Massachusetts
$2.76M +$2.76M +142,550 New
RHCA
31
Rosenthal Henry Capital Advisors
Indiana
$2.72M +$97K +5,000 +4%
BCM
32
Bridgeway Capital Management
Texas
$2.71M +$582K +30,000 +27%
PFC
33
Phocas Financial Corp
California
$2.69M -$58.1K -2,994 -2%
Bank of America
34
Bank of America
North Carolina
$2.56M -$77.3K -3,989 -3%
Morgan Stanley
35
Morgan Stanley
New York
$2.44M -$311K -16,021 -11%
WG
36
Winton Group
United Kingdom
$2.36M -$3.49M -179,917 -60%
Citadel Advisors
37
Citadel Advisors
Florida
$2.36M +$2.06M +106,377 +692%
TCIM
38
TIAA CREF Investment Management
New York
$2.32M +$179K +9,219 +8%
SPC
39
Sigma Planning Corp
Michigan
$2.3M +$1.38M +71,022 +149%
Millennium Management
40
Millennium Management
New York
$2.26M +$578K +29,800 +34%
EVM
41
Eaton Vance Management
Massachusetts
$2.24M +$1.59M +82,069 +245%
Two Sigma Investments
42
Two Sigma Investments
New York
$2.08M +$2.08M +107,182 New
Prudential Financial
43
Prudential Financial
New Jersey
$2M +$825K +42,538 +70%
Invesco
44
Invesco
Georgia
$1.76M -$1.34M -69,349 -43%
CCM
45
Cadence Capital Management
Massachusetts
$1.6M +$124K +6,402 +8%
QI
46
QS Investors
New York
$1.6M – – –
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$1.51M +$190K +9,805 +14%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$1.51M +$245K +12,643 +19%
William Blair Investment Management
49
William Blair Investment Management
Illinois
$1.38M -$7.26M -374,759 -84%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$1.37M -$31.6K -1,630 -2%
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