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Pathward Financial
CASH

Overview Fund Activity

168 hedge funds and large institutions have $1.03B invested in Pathward Financial in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 66 reducing their positions, and 19 closing their positions.

Holders
168
Holders Change
+5
Holders Change %
+3.07%
% of All Funds
3.32%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.24%
New
30
Increased
50
Reduced
66
Closed
19
Calls
$1.51M
Puts
$1.29M
Net Calls
+$219K
Net Calls Change
+$161K

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$15.6M
2
Victory Capital Management
2
Victory Capital Management
Texas
$6.31M
3
Goldman Sachs
3
Goldman Sachs
New York
$43.9M
4
BCM
4
Bridgeway Capital Management
Texas
$8.81M
5
Barclays
5
Barclays
United Kingdom
$5.57M

Top Sellers

1
BlackRock
1
BlackRock
New York
$181M
2
AFG
2
American Financial Group
Ohio
$0
3
CWM
3
Cranbrook Wealth Management
Michigan
$33.5M
4
DIM
4
Delta Investment Management
California
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
26
Silvercrest Asset Management
New York
$7.89M -$1.76M -48,250 -18%
Charles Schwab
27
Charles Schwab
California
$7.81M +$137K +3,747 +2%
Ameriprise
28
Ameriprise
Minnesota
$7.79M +$550K +15,070 +8%
OCM
29
Osterweis Capital Management
California
$7.31M +$922K +25,265 +14%
Morgan Stanley
30
Morgan Stanley
New York
$7.15M +$2.18M +59,677 +44%
WSL
31
Western Standard LLC
California
$6.96M +$735K +20,126 +12%
Public Sector Pension Investment Board (PSP Investments)
32
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.81M -$402K -11,000 -6%
Victory Capital Management
33
Victory Capital Management
Texas
$6.31M +$5.84M +159,861 +1,247%
ECM
34
Elgethun Capital Management
South Dakota
$6.08M -$12.4K -339 -0.2%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$5.78M +$3.03M +82,904 +110%
Barclays
36
Barclays
United Kingdom
$5.57M +$3.07M +84,023 +122%
Invesco
37
Invesco
Georgia
$5.13M +$2M +54,734 +64%
RHCA
38
Rosenthal Henry Capital Advisors
Indiana
$4.92M +$1.08M +29,637 +28%
Bank of America
39
Bank of America
North Carolina
$4.69M -$475K -13,012 -9%
First Trust Advisors
40
First Trust Advisors
Illinois
$4.49M +$1.99M +54,471 +79%
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$4.29M +$210K +5,743 +5%
SPC
42
Sigma Planning Corp
Michigan
$4.18M -$170K -4,653 -4%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$4.07M +$220K +6,029 +6%
EVM
44
Eaton Vance Management
Massachusetts
$4.01M -$209K -5,730 -5%
CCMG
45
Clark Capital Management Group
Pennsylvania
$3.54M -$216K -5,926 -6%
UBS Group
46
UBS Group
Switzerland
$3.31M +$535K +14,666 +19%
Legal & General Group
47
Legal & General Group
United Kingdom
$3.3M +$204K +5,583 +7%
Wells Fargo
48
Wells Fargo
California
$2.71M -$10.6K -291 -0.4%
Millennium Management
49
Millennium Management
New York
$2.57M +$184K +5,034 +8%
Swiss National Bank
50
Swiss National Bank
Switzerland
$2.39M -$43.8K -1,200 -2%
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