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Pathward Financial
CASH

Overview Fund Activity

152 hedge funds and large institutions have $543M invested in Pathward Financial in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 58 increasing their positions, 36 reducing their positions, and 28 closing their positions.

Holders
152
Holders Change
+6
Holders Change %
+4.11%
% of All Funds
3.3%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
34
Increased
58
Reduced
36
Closed
28
Calls
$64K
Puts
–
Net Calls
+$64K
Net Calls Change
+$1K

Top Buyers

1
SCP
1
Steamboat Capital Partners
New York
$16.7M
2
TA
2
Teachers Advisors
New York
$7.77M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$36.1M
4
Goldman Sachs
4
Goldman Sachs
New York
$19.9M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$11.8M

Top Sellers

1
TCM
1
TimesSquare Capital Management
New York
$0
2
PFMOSF
2
Philadelphia Financial Management of San Francisco
California
$0
3
HCS
3
Harvest Capital Strategies
California
$0
4
NC
4
Northpointe Capital
Michigan
$0
5
WG
5
Winton Group
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Assenagon Asset Management
26
Assenagon Asset Management
Luxembourg
$4.49M +$3.22M +163,492 +253%
Principal Financial Group
27
Principal Financial Group
Iowa
$4.36M -$43.5K -2,211 -1%
CAM
28
Cortina Asset Management
Wisconsin
$4.18M +$4.18M +212,356 New
BIM
29
Bogle Investment Management
Massachusetts
$3.8M +$992K +50,419 +35%
RJA
30
Raymond James & Associates
Florida
$3.35M -$1.02M -51,933 -23%
ECM
31
Elgethun Capital Management
South Dakota
$3.17M +$3.17M +161,225 New
Charles Schwab
32
Charles Schwab
California
$3.12M +$149K +7,574 +5%
Ameriprise
33
Ameriprise
Minnesota
$3.03M -$1.28M -64,985 -30%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$2.99M +$2.08M +105,838 +229%
RHCA
35
Rosenthal Henry Capital Advisors
Indiana
$2.76M – – –
BCM
36
Bridgeway Capital Management
Texas
$2.75M – – –
Prudential Financial
37
Prudential Financial
New Jersey
$2.39M +$364K +18,486 +18%
SPC
38
Sigma Planning Corp
Michigan
$2.34M +$1.38K +70 +0.1%
TCIM
39
TIAA CREF Investment Management
New York
$2.33M -$30.9K -1,572 -1%
EVM
40
Eaton Vance Management
Massachusetts
$2.28M – – –
Public Sector Pension Investment Board (PSP Investments)
41
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.15M +$1.67M +85,000 +353%
Invesco
42
Invesco
Georgia
$2M +$215K +10,918 +12%
SFA
43
Sequoia Financial Advisors
Ohio
$1.99M +$1.99M +101,342 New
SG Americas Securities
44
SG Americas Securities
New York
$1.69M +$1.69M +85,604 New
QI
45
QS Investors
New York
$1.61M -$10.4K -528 -0.6%
IA
46
IndexIQ Advisors
New York
$1.57M +$437K +22,207 +38%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$1.53M +$374 +19 +0%
Bank of America
48
Bank of America
North Carolina
$1.42M -$1.18M -59,960 -45%
Credit Agricole
49
Credit Agricole
France
$1.34M +$1.34M +68,000 New
PRCP
50
Pacific Ridge Capital Partners
Oregon
$1.32M -$43.3K -2,200 -3%
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