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Pathward Financial
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Overview Fund Activity

185 hedge funds and large institutions have $893M invested in Pathward Financial in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 66 increasing their positions, 65 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
-7
Holders Change %
-3.65%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
27
Increased
66
Reduced
65
Closed
33
Calls
$1.54M
Puts
$1.87M
Net Calls
-$336K
Net Calls Change
+$522K

Top Buyers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$13.2M
2
NCM
2
Nantahala Capital Management
Connecticut
$43.8M
3
PCM
3
Philosophy Capital Management
California
$15.4M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$19.6M
5
EIP
5
Epoch Investment Partners
New York
$26.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$40.8M
2
AAM
2
Austin Asset Management
Texas
$30.1M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$0
4
PFA
4
Pure Financial Advisors
California
$49.6M
5
SAM
5
Silvercrest Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$6.61M -$3.16M -95,815 -32%
RIM
27
Redpoint Investment Management
Australia
$6.6M -$1.49M -11,016 -18%
Principal Financial Group
28
Principal Financial Group
Iowa
$6.28M -$730K -22,158 -10%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$6.13M +$5.45M +165,357 +807%
BCM
30
Bridgeway Capital Management
Texas
$5.62M – – –
BNP Paribas Financial Markets
31
BNP Paribas Financial Markets
France
$5.42M +$27.9K +847 +0.5%
ECM
32
Elgethun Capital Management
South Dakota
$5.41M +$1.06M +32,143 +24%
State of Wisconsin Investment Board
33
State of Wisconsin Investment Board
Wisconsin
$5.34M +$661K +20,057 +14%
Man Group
34
Man Group
United Kingdom
$5.13M +$5.13M +155,575 New
American Century Companies
35
American Century Companies
Missouri
$4.94M +$564K +17,116 +13%
Ameriprise
36
Ameriprise
Minnesota
$4.83M +$492K +14,941 +11%
Invesco
37
Invesco
Georgia
$3.94M -$1.23M -37,288 -24%
National Bank of Canada
38
National Bank of Canada
Quebec, Canada
$3.92M – – –
LOAME
39
Lombard Odier Asset Management (Europe)
United Kingdom
$3.63M -$824K -25,000 -19%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$3.63M +$2.57M +77,966 +243%
EVM
41
Eaton Vance Management
Massachusetts
$3.47M -$105K -3,185 -3%
Voloridge Investment Management
42
Voloridge Investment Management
Florida
$3.36M -$495K -15,010 -13%
Bank of America
43
Bank of America
North Carolina
$3.34M -$526K -15,956 -14%
First Trust Advisors
44
First Trust Advisors
Illinois
$3.03M +$517K +15,684 +21%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$2.72M +$84K +2,549 +3%
RHCA
46
Rosenthal Henry Capital Advisors
Indiana
$2.67M +$2.67M +80,880 New
Swiss National Bank
47
Swiss National Bank
Switzerland
$2.29M -$23.1K -700 -1%
State of New Jersey Common Pension Fund D
48
State of New Jersey Common Pension Fund D
New Jersey
$2.29M +$2.29M +69,491 New
Two Sigma Investments
49
Two Sigma Investments
New York
$2.26M +$246K +7,464 +12%
Legal & General Group
50
Legal & General Group
United Kingdom
$2.25M -$101K -3,053 -4%
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