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Pathward Financial
CASH

Overview Fund Activity

163 hedge funds and large institutions have $937M invested in Pathward Financial in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 67 increasing their positions, 43 reducing their positions, and 14 closing their positions.

Holders
163
Holders Change
+10
Holders Change %
+6.54%
% of All Funds
3.58%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.29%
New
25
Increased
67
Reduced
43
Closed
14
Calls
$61K
Puts
$3K
Net Calls
+$58K
Net Calls Change
-$957K

Top Buyers

1
BlackRock
1
BlackRock
New York
$173M
2
SAM
2
Silvercrest Asset Management
New York
$8.62M
3
DIM
3
Delta Investment Management
California
$6.4M
4
WSL
4
Western Standard LLC
California
$5.56M
5
Northern Trust
5
Northern Trust
Illinois
$17.7M

Top Sellers

1
HRCM
1
Hawk Ridge Capital Management
California
$0
2
CWM
2
Cranbrook Wealth Management
Michigan
$36.9M
3
SCP
3
Steamboat Capital Partners
New York
$25.2M
4
SCC
4
Second Curve Capital
Pennsylvania
$14.9M
5
QI
5
QS Investors
New York
$4K
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$6.86M 210,182 +26,714 +15%
Ameriprise
27
Ameriprise
Minnesota
$6.47M 198,331 +45,916 +30%
Public Sector Pension Investment Board (PSP Investments)
28
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.44M 197,435 +27,584 +16%
DIM
29
Delta Investment Management
California
$6.4M 6,395,959 +6,395,959 New
OCM
30
Osterweis Capital Management
California
$5.71M 175,075 +48,705 +39%
WSL
31
Western Standard LLC
California
$5.56M 170,427 +120,931 +244%
ECM
32
Elgethun Capital Management
South Dakota
$5.46M 166,609 +1,899 +1%
Bank of America
33
Bank of America
North Carolina
$4.62M 141,559 +17,451 +14%
BCM
34
Bridgeway Capital Management
Texas
$4.55M 139,665 – –
Morgan Stanley
35
Morgan Stanley
New York
$4.44M 136,057 +5,470 +4%
SPC
36
Sigma Planning Corp
Michigan
$3.88M 119,055 +194 +0.2%
EVM
37
Eaton Vance Management
Massachusetts
$3.77M 115,647 +26 +0%
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$3.65M 111,790 +107,775 +2,684%
Renaissance Technologies
39
Renaissance Technologies
New York
$3.54M 108,600 +55,900 +106%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$3.44M 105,458 +14,283 +16%
RHCA
41
Rosenthal Henry Capital Advisors
Indiana
$3.42M 105,000 -35,000 -25%
CCMG
42
Clark Capital Management Group
Pennsylvania
$3.36M 102,999 +102,999 New
Invesco
43
Invesco
Georgia
$2.8M 85,738 -4,289 -5%
Legal & General Group
44
Legal & General Group
United Kingdom
$2.76M 84,727 +17,593 +26%
UBS Group
45
UBS Group
Switzerland
$2.48M 75,910 +52,504 +224%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$2.46M 75,407 +37,185 +97%
Wells Fargo
47
Wells Fargo
California
$2.43M 74,505 -11,863 -14%
OAM
48
Oxford Asset Management
United Kingdom
$2.36M 72,369 +72,369 New
First Trust Advisors
49
First Trust Advisors
Illinois
$2.24M 68,617 -58,225 -46%
Barclays
50
Barclays
United Kingdom
$2.24M 68,601 +31,244 +84%
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