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Pathward Financial
CASH

Overview Fund Activity

185 hedge funds and large institutions have $1.3B invested in Pathward Financial in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 50 increasing their positions, 76 reducing their positions, and 13 closing their positions.

Holders
185
Holders Change
+22
Holders Change %
+13.5%
% of All Funds
3.23%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
35
Increased
50
Reduced
76
Closed
13
Calls
$6.11M
Puts
$1.58M
Net Calls
+$4.52M
Net Calls Change
+$2.11M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$123M
2
EIP
2
Epoch Investment Partners
New York
$15.8M
3
SG Americas Securities
3
SG Americas Securities
New York
$8.87M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$6.81M
5
KCM
5
Kennedy Capital Management
Missouri
$5.24M

Top Sellers

1
ZCM
1
Ziegler Capital Management
Illinois
$12.5M
2
PFP
2
Patriot Financial Partners
Pennsylvania
$22.1M
3
BEP
3
Brookside Equity Partners
Connecticut
$12.1M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$77.3M
5
MCM
5
Maltese Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
26
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$11.1M 219,000 -98,400 -31%
Invesco
27
Invesco
Georgia
$10.8M 212,826 -16,680 -7%
RHCA
28
Rosenthal Henry Capital Advisors
Indiana
$9.51M 187,780 – –
BNP Paribas Financial Markets
29
BNP Paribas Financial Markets
France
$9.14M 180,494 +594 +0.3%
Morgan Stanley
30
Morgan Stanley
New York
$9.04M 178,537 +62,840 +54%
SG Americas Securities
31
SG Americas Securities
New York
$8.87M 175,229 +170,650 +3,727%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$8.35M 164,952 -70,222 -30%
ECM
33
Elgethun Capital Management
South Dakota
$8.3M 163,833 -11,199 -6%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$7.73M 152,638 -719 -0.5%
BCM
35
Bridgeway Capital Management
Texas
$7.61M 150,365 – –
SAM
36
Silvercrest Asset Management
New York
$7.5M 148,139 -29,853 -17%
Ameriprise
37
Ameriprise
Minnesota
$7.24M 142,994 -5,347 -4%
First Trust Advisors
38
First Trust Advisors
Illinois
$6.81M 134,589 +118,662 +745%
CWM
39
Cranbrook Wealth Management
Michigan
$6.68M 131,860 -38,962 -23%
EVM
40
Eaton Vance Management
Massachusetts
$5.58M 110,159 +103 +0.1%
KCM
41
Kennedy Capital Management
Missouri
$5.24M 103,406 +103,406 New
Prudential Financial
42
Prudential Financial
New Jersey
$5.21M 102,825 -11,499 -10%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$4.79M 94,624 -9,817 -9%
Two Sigma Investments
44
Two Sigma Investments
New York
$4.77M 94,183 +70,780 +302%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$4.52M 89,333 +11,067 +14%
PI
46
Putnam Investments
Massachusetts
$4.24M 83,800 -2,300 -3%
BFM
47
Boothbay Fund Management
New York
$3.83M 75,598 +42,187 +126%
Arrowstreet Capital
48
Arrowstreet Capital
Massachusetts
$3.63M 71,706 +42,249 +143%
Legal & General Group
49
Legal & General Group
United Kingdom
$3.5M 69,076 -22,043 -24%
Swiss National Bank
50
Swiss National Bank
Switzerland
$3.42M 67,500 -3,100 -4%
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