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Pathward Financial
CASH

Overview Fund Activity

218 hedge funds and large institutions have $1.3B invested in Pathward Financial in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 78 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+13
Holders Change %
+6.34%
% of All Funds
3.2%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
31
Increased
78
Reduced
75
Closed
16
Calls
$2.67M
Puts
$1.92M
Net Calls
+$752K
Net Calls Change
+$885K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$92.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$40.2M
3
GIM
3
Greenwich Investment Management
Connecticut
$6.86M
4
Man Group
4
Man Group
United Kingdom
$4.4M
5
Goldman Sachs
5
Goldman Sachs
New York
$83.8M

Top Sellers

1
AAM
1
Austin Asset Management
Texas
$19.1M
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$6.09M
3
PCM
3
Philosophy Capital Management
California
$23.2M
4
FI
4
Financial Insights
Washington
$0
5
NCM
5
Nantahala Capital Management
Connecticut
$56.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
26
Elgethun Capital Management
South Dakota
$10.1M -$120K -2,258 -1%
JAM
27
Jupiter Asset Management
United Kingdom
$9.94M +$163K +3,083 +2%
OCM
28
Orchard Capital Management
Illinois
$9.92M +$522K +9,858 +6%
PAM
29
Panagora Asset Management
Massachusetts
$8.64M +$31.3K +592 +0.4%
Principal Financial Group
30
Principal Financial Group
Iowa
$8.18M +$4.23K +80 +0.1%
State of Wisconsin Investment Board
31
State of Wisconsin Investment Board
Wisconsin
$6.91M +$470K +8,873 +7%
GIM
32
Greenwich Investment Management
Connecticut
$6.86M +$6.86M +129,622 New
MAP
33
Moody Aldrich Partners
Massachusetts
$6.74M +$1.96M +37,116 +41%
Jacobs Levy Equity Management
34
Jacobs Levy Equity Management
New Jersey
$6.09M -$10.5M -197,764 -63%
PCMC
35
Paragon Capital Management (Colorado)
Colorado
$5.55M -$4.37M – –
WSL
36
Western Standard LLC
California
$4.68M +$1.21M +22,794 +35%
Ameriprise
37
Ameriprise
Minnesota
$4.61M -$1.34M -25,269 -22%
ZCM
38
Ziegler Capital Management
Illinois
$4.46M -$6.92M -130,824 -61%
Man Group
39
Man Group
United Kingdom
$4.4M +$4.4M +83,175 New
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$4.22M -$150K -2,827 -3%
Legal & General Group
41
Legal & General Group
United Kingdom
$3.81M +$46.6K +880 +1%
NIG
42
NFJ Investment Group
Texas
$3.68M -$1.67M -31,628 -31%
BGIM
43
Brandywine Global Investment Management
Pennsylvania
$3.66M -$380K -7,176 -9%
Barclays
44
Barclays
United Kingdom
$3.43M +$627K +11,851 +22%
First Trust Advisors
45
First Trust Advisors
Illinois
$3.29M +$468K +8,840 +17%
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$3.12M +$2.02M +38,079 +183%
Bank of America
47
Bank of America
North Carolina
$3.01M +$1.68M +31,687 +126%
Millennium Management
48
Millennium Management
New York
$2.93M +$313K +5,922 +12%
RHCA
49
Rosenthal Henry Capital Advisors
Indiana
$2.93M -$243K -4,585 -8%
Voloridge Investment Management
50
Voloridge Investment Management
Florida
$2.9M -$525K -9,923 -15%
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