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Pathward Financial
CASH

Overview Fund Activity

192 hedge funds and large institutions have $1.03B invested in Pathward Financial in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 59 increasing their positions, 67 reducing their positions, and 22 closing their positions.

Holders
192
Holders Change
+11
Holders Change %
+6.08%
% of All Funds
3.07%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
34
Increased
59
Reduced
67
Closed
22
Calls
$3.17M
Puts
$4.28M
Net Calls
-$1.11M
Net Calls Change
-$3.69M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$15.8M
2
ARS
2
Adirondack Retirement Specialists
New York
$11.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$53.2M
4
PCM
4
Philosophy Capital Management
California
$26.4M
5
SAM
5
Synergy Asset Management
Washington
$7.75M

Top Sellers

1
AAM
1
Austin Asset Management
Texas
$12.4M
2
EIP
2
Epoch Investment Partners
New York
$11.9M
3
AFCM
3
Alta Fox Capital Management
Texas
$16.3M
4
ACM
4
Ararat Capital Management
Connecticut
$10.9M
5
Man Group
5
Man Group
United Kingdom
$6.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFC
26
Phocas Financial Corp
California
$9.35M +$93.7K +2,258 +1%
ZCM
27
Ziegler Capital Management
Illinois
$8.59M -$81.1K -1,955 -0.9%
SAM
28
Synergy Asset Management
Washington
$7.75M +$7.75M +36,575 New
Principal Financial Group
29
Principal Financial Group
Iowa
$7.53M -$543K -13,080 -7%
ECM
30
Elgethun Capital Management
South Dakota
$7.44M +$498K +11,992 +7%
BNP Paribas Financial Markets
31
BNP Paribas Financial Markets
France
$7.02M +$425K +10,251 +6%
BCM
32
Bridgeway Capital Management
Texas
$6.92M -$150K -3,610 -2%
Man Group
33
Man Group
United Kingdom
$6.54M -$5.8M -134,788 Closed
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$6.39M +$913K +22,017 +17%
Ameriprise
35
Ameriprise
Minnesota
$6.26M +$446K +10,762 +8%
National Bank of Canada
36
National Bank of Canada
Quebec, Canada
$6.06M +$1.33M +32,000 +28%
Invesco
37
Invesco
Georgia
$5.94M -$266K -6,422 -4%
JAM
38
Jupiter Asset Management
United Kingdom
$5.61M +$5.61M +135,298 New
Deutsche Bank
39
Deutsche Bank
Germany
$5.51M +$3.63M +87,387 +192%
State of Wisconsin Investment Board
40
State of Wisconsin Investment Board
Wisconsin
$5.2M -$1.32M -31,707 -20%
Voloridge Investment Management
41
Voloridge Investment Management
Florida
$4.29M +$1.81M +43,514 +73%
LOAME
42
Lombard Odier Asset Management (Europe)
United Kingdom
$4.15M -$622K -15,000 -13%
Nuveen Asset Management
43
Nuveen Asset Management
Illinois
$3.67M -$2.07M -49,989 -36%
FP
44
Foundry Partners
Minnesota
$3.58M +$3.58M +86,188 New
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$3.57M +$68.1K +1,641 +2%
NIG
46
NFJ Investment Group
Texas
$3.41M -$674K -16,244 -17%
RHCA
47
Rosenthal Henry Capital Advisors
Indiana
$3.36M – – –
Tudor Investment Corp
48
Tudor Investment Corp
Connecticut
$2.8M +$2.8M +67,492 New
Legal & General Group
49
Legal & General Group
United Kingdom
$2.75M -$134K -3,235 -5%
SCA
50
Sage Capital Advisors
South Dakota
$2.57M +$332 +8 +0%
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