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Pathward Financial
CASH

Overview Fund Activity

192 hedge funds and large institutions have $1.09B invested in Pathward Financial in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 96 reducing their positions, and 20 closing their positions.

Holders
192
Holders Change
–
Holders Change %
0%
% of All Funds
3.03%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
20
Increased
45
Reduced
96
Closed
20
Calls
$1.69M
Puts
$1.22M
Net Calls
+$468K
Net Calls Change
+$1.58M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$15.1M
2
Man Group
2
Man Group
United Kingdom
$8.52M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$10.8M
4
CSS
4
Cubist Systematic Strategies
Connecticut
$3.13M
5
EF
5
Empowered Funds
Pennsylvania
$3.11M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$24M
2
AAM
2
Austin Asset Management
Texas
$19.2M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$12.6M
4
BlackRock
4
BlackRock
New York
$179M
5
SAM
5
Synergy Asset Management
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OCM
26
Orchard Capital Management
Illinois
$10.5M 226,700 -7,442 -3%
ECM
27
Elgethun Capital Management
South Dakota
$8.88M 191,597 +12,530 +7%
PFC
28
Phocas Financial Corp
California
$8.84M 190,697 -34,583 -15%
ZCM
29
Ziegler Capital Management
Illinois
$8.66M 186,842 -20,083 -10%
Man Group
30
Man Group
United Kingdom
$8.52M 183,825 +183,825 New
ACM
31
Ararat Capital Management
Connecticut
$8.29M 178,863 -84,808 -32%
BCM
32
Bridgeway Capital Management
Texas
$7.84M 169,111 +2,356 +1%
Principal Financial Group
33
Principal Financial Group
Iowa
$7.48M 161,301 -20,176 -11%
Invesco
34
Invesco
Georgia
$6.9M 148,803 +5,559 +4%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$6.45M 139,204 -14,871 -10%
JAM
36
Jupiter Asset Management
United Kingdom
$6.27M 135,298 – –
Ameriprise
37
Ameriprise
Minnesota
$6.02M 129,831 -20,952 -14%
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$5.74M 123,783 -45,313 -27%
State of Wisconsin Investment Board
39
State of Wisconsin Investment Board
Wisconsin
$5.67M 122,308 -3,006 -2%
PAM
40
Panagora Asset Management
Massachusetts
$4.75M 102,552 +56,499 +123%
National Bank of Canada
41
National Bank of Canada
Quebec, Canada
$4.17M 87,058 -59,000 -40%
PCMC
42
Paragon Capital Management (Colorado)
Colorado
– – – –
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$3.83M 82,597 -3,372 -4%
Nuveen Asset Management
44
Nuveen Asset Management
Illinois
$3.8M 81,905 -6,636 -7%
NIG
45
NFJ Investment Group
Texas
$3.79M 81,654 -443 -0.5%
Voloridge Investment Management
46
Voloridge Investment Management
Florida
$3.59M 77,389 -25,925 -25%
Legal & General Group
47
Legal & General Group
United Kingdom
$3.44M 74,238 +8,061 +12%
CSS
48
Cubist Systematic Strategies
Connecticut
$3.13M 67,499 +67,499 New
EF
49
Empowered Funds
Pennsylvania
$3.11M 67,180 +67,180 New
EST
50
EA Series Trust
Pennsylvania
$3.11M 67,180 +67,180 New
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