CASH icon

Pathward Financial
CASH

Overview Fund Activity

205 hedge funds and large institutions have $1.13B invested in Pathward Financial in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 87 reducing their positions, and 14 closing their positions.

Holders
205
Holders Change
+13
Holders Change %
+6.77%
% of All Funds
3.27%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
28
Increased
61
Reduced
87
Closed
14
Calls
$687K
Puts
$820K
Net Calls
-$133K
Net Calls Change
-$601K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$69.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$23.5M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$10.8M
4
MAP
4
Moody Aldrich Partners
Massachusetts
$4.16M
5
Stifel Financial
5
Stifel Financial
Missouri
$4.52M

Top Sellers

1
Man Group
1
Man Group
United Kingdom
$7.29M
2
ACM
2
Ararat Capital Management
Connecticut
$0
3
NCM
3
Nantahala Capital Management
Connecticut
$56.9M
4
AFCM
4
Alta Fox Capital Management
Texas
$8.54M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$50.5M
Name Market Value Shares Shares
Change 		Shares
Change %
ZCM
26
Ziegler Capital Management
Illinois
$9.91M 215,093 +28,251 +15%
ECM
27
Elgethun Capital Management
South Dakota
$8.91M 193,202 +1,605 +0.8%
PFC
28
Phocas Financial Corp
California
$8.78M 190,560 -137 -0.1%
Invesco
29
Invesco
Georgia
$8.68M 188,408 +39,605 +27%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
30
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.66M 187,942 -84,104 -31%
AFCM
31
Alta Fox Capital Management
Texas
$8.54M 185,303 -147,202 -44%
JAM
32
Jupiter Asset Management
United Kingdom
$8.51M 184,716 +49,418 +37%
OCM
33
Orchard Capital Management
Illinois
$8.19M 177,605 -49,095 -22%
PAM
34
Panagora Asset Management
Massachusetts
$7.49M 162,559 +60,007 +59%
Man Group
35
Man Group
United Kingdom
– – -183,825 Closed
Principal Financial Group
36
Principal Financial Group
Iowa
$7.12M 154,405 -6,896 -4%
Assenagon Asset Management
37
Assenagon Asset Management
Luxembourg
$6.54M 141,912 -91,355 -39%
State of Wisconsin Investment Board
38
State of Wisconsin Investment Board
Wisconsin
$5.6M 121,588 -720 -0.6%
Ameriprise
39
Ameriprise
Minnesota
$5.18M 112,429 -17,402 -13%
NIG
40
NFJ Investment Group
Texas
$4.67M 101,240 +19,586 +24%
Stifel Financial
41
Stifel Financial
Missouri
$4.52M 98,040 +88,975 +982%
PCMC
42
Paragon Capital Management (Colorado)
Colorado
– – – –
MAP
43
Moody Aldrich Partners
Massachusetts
$4.16M 90,200 +90,200 New
National Bank of Canada
44
National Bank of Canada
Quebec, Canada
$4.06M 87,058 – –
D.E. Shaw & Co
45
D.E. Shaw & Co
New York
$3.94M 85,564 -53,640 -39%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$3.8M 82,470 -127 -0.2%
BGIM
47
Brandywine Global Investment Management
Pennsylvania
$3.52M 76,349 +76,349 New
EF
48
Empowered Funds
Pennsylvania
$3.37M 73,184 +6,004 +9%
Legal & General Group
49
Legal & General Group
United Kingdom
$3.28M 71,122 -3,116 -4%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$3.09M 66,940 -56,843 -46%
1
2
3 4 5