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Pathward Financial
CASH

Overview Fund Activity

181 hedge funds and large institutions have $988M invested in Pathward Financial in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 77 reducing their positions, and 27 closing their positions.

Holders
181
Holders Change
-4
Holders Change %
-2.16%
% of All Funds
2.92%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
26
Increased
46
Reduced
77
Closed
27
Calls
$3.89M
Puts
$1.31M
Net Calls
+$2.58M
Net Calls Change
+$2.92M

Top Buyers

1
AFCM
1
Alta Fox Capital Management
Texas
$32.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$6.83M
3
Goldman Sachs
3
Goldman Sachs
New York
$45.8M
4
HIM
4
Hillsdale Investment Management
Ontario, Canada
$3.69M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$3.2M

Top Sellers

1
PFA
1
Pure Financial Advisors
California
$0
2
AAM
2
Austin Asset Management
Texas
$29.7M
3
UBS AM
3
UBS AM
Illinois
$0
4
BlackRock
4
BlackRock
New York
$178M
5
State Street
5
State Street
Massachusetts
$52.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
26
Elgethun Capital Management
South Dakota
$7.26M +$132K +3,037 +2%
BNP Paribas Financial Markets
27
BNP Paribas Financial Markets
France
$6.84M -$241K -5,600 -3%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$6.83M +$4.31M +100,154 +171%
State of Wisconsin Investment Board
29
State of Wisconsin Investment Board
Wisconsin
$6.76M -$213K -4,952 -3%
Invesco
30
Invesco
Georgia
$6.44M +$1.3M +30,228 +25%
Ameriprise
31
Ameriprise
Minnesota
$6.03M -$277K -6,433 -4%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$5.96M -$2.67M -61,913 -31%
Man Group
33
Man Group
United Kingdom
$5.8M -$895K -20,787 -13%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$5.69M -$2.32M -53,779 -29%
LOAME
35
Lombard Odier Asset Management (Europe)
United Kingdom
$4.95M +$215K +5,000 +5%
National Bank of Canada
36
National Bank of Canada
Quebec, Canada
$4.91M -$215K -5,000 -4%
NIG
37
NFJ Investment Group
Texas
$4.23M -$1.22M -28,383 -22%
HIM
38
Hillsdale Investment Management
Ontario, Canada
$3.69M +$3.69M +85,603 New
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$3.63M +$76.3K +1,772 +2%
RHCA
40
Rosenthal Henry Capital Advisors
Indiana
$3.48M – – –
Assenagon Asset Management
41
Assenagon Asset Management
Luxembourg
$3.2M +$3.2M +74,291 New
Bank of America
42
Bank of America
North Carolina
$3.08M -$1.29M -29,851 -29%
Swiss National Bank
43
Swiss National Bank
Switzerland
$3.02M +$21.5K +500 +0.7%
Legal & General Group
44
Legal & General Group
United Kingdom
$2.99M +$46K +1,069 +2%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$2.82M +$416K +9,580 +17%
SCA
46
Sage Capital Advisors
South Dakota
$2.67M +$474 +11 +0%
WSL
47
Western Standard LLC
California
$2.58M – – –
Voloridge Investment Management
48
Voloridge Investment Management
Florida
$2.57M -$1.81M -42,005 -41%
VRM
49
Vectors Research Management
New York
$2.41M +$2.41M +2,409,969 New
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$2.29M -$2.45M -56,869 -52%
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