CASH icon

Pathward Financial
CASH

Overview Fund Activity

163 hedge funds and large institutions have $1.13B invested in Pathward Financial in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 75 reducing their positions, and 15 closing their positions.

Holders
163
Holders Change
+8
Holders Change %
+5.16%
% of All Funds
2.87%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
23
Increased
43
Reduced
75
Closed
15
Calls
$3.21M
Puts
$793K
Net Calls
+$2.42M
Net Calls Change
+$2.71M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$61.3M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$14.4M
3
DCM
3
Driehaus Capital Management
Illinois
$20.8M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$8.88M
5
Invesco
5
Invesco
Georgia
$10.4M

Top Sellers

1
NCM
1
Nantahala Capital Management
Connecticut
$44.8M
2
PFP
2
Patriot Financial Partners
Pennsylvania
$33.1M
3
CWM
3
Cranbrook Wealth Management
Michigan
$7.74M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$10.7M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Pension Plan Investment Board
26
Canada Pension Plan Investment Board
Ontario, Canada
$8.88M +$6.32M +139,400 +246%
RHCA
27
Rosenthal Henry Capital Advisors
Indiana
$8.51M -$38.5K -850 -0.5%
BNP Paribas Financial Markets
28
BNP Paribas Financial Markets
France
$8.15M +$207K +4,573 +3%
SAM
29
Silvercrest Asset Management
New York
$8.07M -$2.59M -57,084 -24%
ECM
30
Elgethun Capital Management
South Dakota
$7.93M -$2.56M -56,587 -24%
CWM
31
Cranbrook Wealth Management
Michigan
$7.74M -$6.11M -134,803 -44%
MCM
32
Maltese Capital Management
New York
$7.27M +$2.74M +60,530 +61%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$7.16M +$3.55M +78,391 +99%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$6.95M -$424K -9,363 -6%
Deutsche Bank
35
Deutsche Bank
Germany
$6.84M -$1.8M -39,666 -21%
BCM
36
Bridgeway Capital Management
Texas
$6.81M -$453K -10,000 -6%
Ameriprise
37
Ameriprise
Minnesota
$6.72M +$59.9K +1,323 +0.9%
Bank of America
38
Bank of America
North Carolina
$5.87M +$1.32M +29,116 +29%
Morgan Stanley
39
Morgan Stanley
New York
$5.24M -$562K -12,411 -10%
Prudential Financial
40
Prudential Financial
New Jersey
$5.18M +$208K +4,590 +4%
EVM
41
Eaton Vance Management
Massachusetts
$4.99M +$6.21K +137 +0.1%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$4.73M -$131K -2,895 -3%
Citadel Advisors
43
Citadel Advisors
Florida
$4.59M +$1.67M +36,755 +57%
Legal & General Group
44
Legal & General Group
United Kingdom
$4.13M -$131K -2,886 -3%
PI
45
Putnam Investments
Massachusetts
$3.9M +$3.9M +86,100 New
Baird Financial Group
46
Baird Financial Group
Wisconsin
$3.55M +$957K +21,114 +37%
SDIC
47
South Dakota Investment Council
South Dakota
$3.29M -$205K -4,529 -6%
RC
48
Roubaix Capital
Colorado
$3.29M +$3.29M +72,552 New
UBS Group
49
UBS Group
Switzerland
$3.21M +$249K +5,491 +8%
Swiss National Bank
50
Swiss National Bank
Switzerland
$3.2M – – –
1
2
3 4 5