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Pathward Financial
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Overview Fund Activity

201 hedge funds and large institutions have $1.56B invested in Pathward Financial in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 58 increasing their positions, 86 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+3
Holders Change %
+1.52%
% of All Funds
3.1%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
32
Increased
58
Reduced
86
Closed
27
Calls
$1.26M
Puts
$925K
Net Calls
+$333K
Net Calls Change
-$4.51M

Top Buyers

1
State Street
1
State Street
Massachusetts
$88.6M
2
UBS AM
2
UBS AM
Illinois
$22.9M
3
EIP
3
Epoch Investment Partners
New York
$36.7M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$15.3M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$20.5M

Top Sellers

1
BlackRock
1
BlackRock
New York
$265M
2
NCM
2
Nantahala Capital Management
Connecticut
$53.4M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$120M
5
ACM
5
Ararat Capital Management
Connecticut
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$13.4M +$178K +2,983 +1%
National Bank of Canada
27
National Bank of Canada
Quebec, Canada
$11.9M +$11.9M +200,058 New
ACM
28
Ararat Capital Management
Connecticut
$11.8M -$8.33M -139,614 -41%
BNP Paribas Financial Markets
29
BNP Paribas Financial Markets
France
$11.1M -$1.01M -17,004 -8%
Morgan Stanley
30
Morgan Stanley
New York
$10.5M +$220K +3,694 +2%
BCM
31
Bridgeway Capital Management
Texas
$10.2M – – –
Mariner
32
Mariner
Kansas
$8.71M +$8.71M +8,698,505 New
KCM
33
Kennedy Capital Management
Missouri
$8.71M -$226K -3,786 -3%
SAM
34
Silvercrest Asset Management
New York
$8.64M – – –
Ameriprise
35
Ameriprise
Minnesota
$8.48M -$53.8K -901 -0.6%
Deutsche Bank
36
Deutsche Bank
Germany
$7.9M +$6.62M +111,011 +519%
ECM
37
Elgethun Capital Management
South Dakota
$7.62M -$1.6M -26,573 -17%
Barclays
38
Barclays
United Kingdom
$7.17M +$5.16M +86,501 +257%
Bank of America
39
Bank of America
North Carolina
$6.69M +$2.35M +39,364 +54%
OCM
40
Osterweis Capital Management
California
$6.67M -$2.19M -36,772 -25%
EVM
41
Eaton Vance Management
Massachusetts
$6.57M +$4.06K +68 +0.1%
First Trust Advisors
42
First Trust Advisors
Illinois
$6.53M -$952K -15,954 -13%
BFM
43
Boothbay Fund Management
New York
$5.13M -$567K -9,507 -10%
SCC
44
Second Curve Capital
Pennsylvania
$5.12M +$1.49M +25,000 +41%
American Century Companies
45
American Century Companies
Missouri
$4.95M +$1.16M +19,496 +31%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$4.69M -$224K -3,752 -5%
RHCA
47
Rosenthal Henry Capital Advisors
Indiana
$4.66M -$6.54M -109,600 -58%
Legal & General Group
48
Legal & General Group
United Kingdom
$4.61M +$123K +2,059 +3%
Man Group
49
Man Group
United Kingdom
$4.52M +$4.52M +75,674 New
Millennium Management
50
Millennium Management
New York
$4.22M -$1.32M -22,128 -24%
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