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Pathward Financial
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Overview Fund Activity

198 hedge funds and large institutions have $1.35B invested in Pathward Financial in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 75 reducing their positions, and 11 closing their positions.

Holders
198
Holders Change
+13
Holders Change %
+7.03%
% of All Funds
3.48%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
25
Increased
62
Reduced
75
Closed
11
Calls
$6.54M
Puts
$1.7M
Net Calls
+$4.84M
Net Calls Change
+$317K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$151M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$12.2M
3
ZCM
3
Ziegler Capital Management
Illinois
$12.8M
4
ACM
4
Ararat Capital Management
Connecticut
$17.7M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$5.29M

Top Sellers

1
PFP
1
Patriot Financial Partners
Pennsylvania
$0
2
SG Americas Securities
2
SG Americas Securities
New York
$306K
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.38M
5
OCM
5
Osterweis Capital Management
California
$7.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$10.2M +$2.27M +43,719 +29%
RHCA
27
Rosenthal Henry Capital Advisors
Indiana
$9.85M – – –
Morgan Stanley
28
Morgan Stanley
New York
$9.03M -$338K -6,440 -4%
BCM
29
Bridgeway Capital Management
Texas
$8.94M +$1.05M +20,000 +13%
BEP
30
Brookside Equity Partners
Connecticut
$8.27M -$4.25M -80,925 -34%
ECM
31
Elgethun Capital Management
South Dakota
$8.03M -$567K -10,796 -7%
KCM
32
Kennedy Capital Management
Missouri
$7.86M +$2.43M +46,344 +45%
OCM
33
Osterweis Capital Management
California
$7.8M -$6.44M -122,710 -45%
SAM
34
Silvercrest Asset Management
New York
$7.6M -$174K -3,315 -2%
Ameriprise
35
Ameriprise
Minnesota
$7.51M +$4.57K +87 +0.1%
First Trust Advisors
36
First Trust Advisors
Illinois
$6.58M -$480K -9,137 -7%
CWM
37
Cranbrook Wealth Management
Michigan
$5.86M -$1.06M -20,193 -15%
EVM
38
Eaton Vance Management
Massachusetts
$5.68M -$2.63K -51 -0%
Point72 Asset Management
39
Point72 Asset Management
Connecticut
$5.29M +$5.29M +100,700 New
BFM
40
Boothbay Fund Management
New York
$5.01M +$1.04M +19,908 +26%
Millennium Management
41
Millennium Management
New York
$4.87M +$2.01M +38,360 +70%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$4.62M -$73.5K -1,401 -2%
Prudential Financial
43
Prudential Financial
New Jersey
$4.4M -$943K -18,146 -18%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$4.32M -$647K -12,321 -13%
PPA
45
Parametric Portfolio Associates
Washington
$4.08M +$612K +11,662 +18%
Legal & General Group
46
Legal & General Group
United Kingdom
$3.95M +$320K +6,095 +9%
Bank of America
47
Bank of America
North Carolina
$3.82M +$291K +5,544 +8%
Swiss National Bank
48
Swiss National Bank
Switzerland
$3.54M – – –
UBS AM
49
UBS AM
Illinois
$3.46M +$1.19M +22,621 +52%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$3.38M -$8.16M -155,436 -71%
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