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Pathward Financial
CASH

Overview Fund Activity

154 hedge funds and large institutions have $591M invested in Pathward Financial in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
-14
Holders Change %
-8.33%
% of All Funds
3.4%
Holding in Top 10
5
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-58.33%
% of All Funds
0.11%
New
23
Increased
57
Reduced
59
Closed
35
Calls
–
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$227K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$34.7M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$7.72M
3
Victory Capital Management
3
Victory Capital Management
Texas
$10.7M
4
BlackRock
4
BlackRock
New York
$111M
5
MAM
5
Martingale Asset Management
Massachusetts
$1.44M

Top Sellers

1
SCC
1
Second Curve Capital
Pennsylvania
$0
2
ACM
2
Ashford Capital Management
Delaware
$12.7M
3
Stifel Financial
3
Stifel Financial
Missouri
$405K
4
SCP
4
Steamboat Capital Partners
New York
$8.24M
5
WSL
5
Western Standard LLC
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Public Sector Pension Investment Board (PSP Investments)
26
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.79M +$739K +34,000 +18%
Ameriprise
27
Ameriprise
Minnesota
$4.76M +$126K +5,800 +3%
Charles Schwab
28
Charles Schwab
California
$4.65M +$6.82K +314 +0.1%
BCM
29
Bridgeway Capital Management
Texas
$4.03M -$1.21M -55,800 -23%
Morgan Stanley
30
Morgan Stanley
New York
$3.85M -$399K -18,367 -9%
Arrowstreet Capital
31
Arrowstreet Capital
Massachusetts
$3.73M -$5.53M -254,745 -60%
ECM
32
Elgethun Capital Management
South Dakota
$3.67M +$54K +2,486 +1%
SAM
33
Silvercrest Asset Management
New York
$3.45M -$1.24M -57,249 -26%
RHCA
34
Rosenthal Henry Capital Advisors
Indiana
$3.15M +$225K +10,373 +8%
Invesco
35
Invesco
Georgia
$2.88M -$176K -8,113 -6%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$2.44M +$15K +689 +0.6%
EVM
37
Eaton Vance Management
Massachusetts
$2.39M -$217 -10 -0%
First Trust Advisors
38
First Trust Advisors
Illinois
$2.13M -$546K -25,144 -20%
Bank of America
39
Bank of America
North Carolina
$2.04M -$749K -34,469 -27%
CCMG
40
Clark Capital Management Group
Pennsylvania
$2.04M -$72.3K -3,329 -3%
Legal & General Group
41
Legal & General Group
United Kingdom
$1.96M -$3.43K -158 -0.2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
42
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.87M +$660K +30,400 +55%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$1.79M +$1.02M +46,747 +131%
SPC
44
Sigma Planning Corp
Michigan
$1.71M -$775K -35,700 -31%
Wells Fargo
45
Wells Fargo
California
$1.67M +$61.5K +2,832 +4%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$1.67M -$1.77M -81,476 -51%
PPA
47
Parametric Portfolio Associates
Washington
$1.55M +$618K +28,467 +67%
Prudential Financial
48
Prudential Financial
New Jersey
$1.54M +$259K +11,936 +20%
HZ
49
Hixon Zuercher
Ohio
$1.51M +$1.42M +1,416,736 +1,449%
UBS Group
50
UBS Group
Switzerland
$1.5M -$466K -21,448 -24%
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