CASH icon

Pathward Financial
CASH

Overview Fund Activity

153 hedge funds and large institutions have $782M invested in Pathward Financial in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 59 increasing their positions, 41 reducing their positions, and 23 closing their positions.

Holders
153
Holders Change
+1
Holders Change %
+0.66%
% of All Funds
3.33%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.17%
New
28
Increased
59
Reduced
41
Closed
23
Calls
$1.02M
Puts
–
Net Calls
+$1.02M
Net Calls Change
+$951K

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$15.4M
2
BlackRock
2
BlackRock
New York
$130M
3
DCM
3
Driehaus Capital Management
Illinois
$9.07M
4
OCM
4
Osterweis Capital Management
California
$3.55M
5
State Street
5
State Street
Massachusetts
$25.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$2.42M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$10.3M
3
CWM
3
Cranbrook Wealth Management
Michigan
$38.1M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
Millennium Management
5
Millennium Management
New York
$2.86M
Name Market Value Shares Shares
Change 		Shares
Change %
Principal Financial Group
26
Principal Financial Group
Iowa
$6.21M 221,478 -262 -0.1%
Charles Schwab
27
Charles Schwab
California
$5.15M 183,468 +25,054 +16%
Public Sector Pension Investment Board (PSP Investments)
28
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.76M 169,851 +60,800 +56%
ECM
29
Elgethun Capital Management
South Dakota
$4.62M 164,710 +3,485 +2%
Ameriprise
30
Ameriprise
Minnesota
$4.28M 152,415 -1,610 -1%
RHCA
31
Rosenthal Henry Capital Advisors
Indiana
$3.93M 140,000 – –
BCM
32
Bridgeway Capital Management
Texas
$3.92M 139,665 – –
Morgan Stanley
33
Morgan Stanley
New York
$3.66M 130,587 +98,338 +305%
First Trust Advisors
34
First Trust Advisors
Illinois
$3.56M 126,842 +93,023 +275%
OCM
35
Osterweis Capital Management
California
$3.55M 126,370 +126,370 New
Bank of America
36
Bank of America
North Carolina
$3.48M 124,108 +52,115 +72%
SPC
37
Sigma Planning Corp
Michigan
$3.33M 118,861 +69 +0.1%
EVM
38
Eaton Vance Management
Massachusetts
$3.24M 115,621 – –
Millennium Management
39
Millennium Management
New York
$2.86M 101,983 -135,961 -57%
MS
40
Marshall & Sullivan
Washington
– – – –
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$2.56M 91,175 +13,554 +17%
Invesco
42
Invesco
Georgia
$2.53M 90,027 -11,757 -12%
Wells Fargo
43
Wells Fargo
California
$2.42M 86,368 -261,496 -75%
QI
44
QS Investors
New York
$2.26M 80,382 -1,413 -2%
SFA
45
Sequoia Financial Advisors
Ohio
$2.17M 77,519 -23,823 -24%
PC
46
PA Capital
Virginia
$1.94M 69,123 +7,405 +12%
Legal & General Group
47
Legal & General Group
United Kingdom
$1.88M 67,134 +1,402 +2%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$1.88M 66,972 +16,713 +33%
Swiss National Bank
49
Swiss National Bank
Switzerland
$1.85M 66,000 +15,700 +31%
IA
50
IndexIQ Advisors
New York
$1.81M 64,470 -15,482 -19%
1
2
3 4 5