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Pathward Financial
CASH

Overview Fund Activity

155 hedge funds and large institutions have $902M invested in Pathward Financial in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 43 increasing their positions, 63 reducing their positions, and 18 closing their positions.

Holders
155
Holders Change
+11
Holders Change %
+7.64%
% of All Funds
2.75%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.18%
New
30
Increased
43
Reduced
63
Closed
18
Calls
$256K
Puts
$549K
Net Calls
-$293K
Net Calls Change
-$3.1M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$18.9M
2
BEP
2
Brookside Equity Partners
Connecticut
$17.9M
3
DCM
3
Driehaus Capital Management
Illinois
$10.9M
4
ACM
4
Ararat Capital Management
Connecticut
$10.7M
5
OCM
5
Orchard Capital Management
Illinois
$9.15M

Top Sellers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$74K
2
PFP
2
Patriot Financial Partners
Pennsylvania
$34M
3
CWM
3
Cranbrook Wealth Management
Michigan
$11.2M
4
NCM
4
Nantahala Capital Management
Connecticut
$56.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.91M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$8.09M 221,219 -3,175 -1%
Deutsche Bank
27
Deutsche Bank
Germany
$6.97M 190,558 +171,322 +891%
RHCA
28
Rosenthal Henry Capital Advisors
Indiana
$6.9M 188,630 – –
BNP Paribas Financial Markets
29
BNP Paribas Financial Markets
France
$6.41M 175,327 +56 +0%
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$5.95M 162,720 -93,702 -37%
BCM
31
Bridgeway Capital Management
Texas
$5.86M 160,365 – –
Ameriprise
32
Ameriprise
Minnesota
$5.37M 147,018 -29,059 -17%
Invesco
33
Invesco
Georgia
$4.84M 132,514 -46,291 -26%
Morgan Stanley
34
Morgan Stanley
New York
$4.68M 128,108 -15,290 -11%
EVM
35
Eaton Vance Management
Massachusetts
$4.02M 109,919 – –
Prudential Financial
36
Prudential Financial
New Jersey
$4.01M 109,734 +1,160 +1%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$3.92M 107,336 +6,711 +7%
Bank of America
38
Bank of America
North Carolina
$3.67M 100,524 -11,803 -11%
MCM
39
Maltese Capital Management
New York
$3.66M 100,000 -80,000 -44%
Allianz Asset Management
40
Allianz Asset Management
Germany
$3.55M 97,143 -13,440 -12%
Barclays
41
Barclays
United Kingdom
$3.45M 94,226 +48,098 +104%
Legal & General Group
42
Legal & General Group
United Kingdom
$3.44M 94,005 -2,711 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
43
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.1M 84,800 -31,200 -27%
Wells Fargo
44
Wells Fargo
California
$2.98M 81,622 -11,149 -12%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$2.91M 79,518 -121,384 -60%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$2.89M 79,052 -1,788 -2%
SDIC
47
South Dakota Investment Council
South Dakota
$2.82M 77,238 – –
Swiss National Bank
48
Swiss National Bank
Switzerland
$2.58M 70,600 – –
SCC
49
Second Curve Capital
Pennsylvania
$2.56M 70,032 +70,032 New
SPC
50
Sigma Planning Corp
Michigan
$2.56M 69,980 +8,236 +13%
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