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Pathward Financial
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Overview Fund Activity

229 hedge funds and large institutions have $1.19B invested in Pathward Financial in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 60 increasing their positions, 99 reducing their positions, and 20 closing their positions.

Holders
229
Holders Change
+11
Holders Change %
+5.05%
% of All Funds
3.32%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
33
Increased
60
Reduced
99
Closed
20
Calls
$4.02M
Puts
$2.65M
Net Calls
+$1.37M
Net Calls Change
+$621K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$17.8M
2
ZCM
2
Ziegler Capital Management
Illinois
$10.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$93.8M
4
Millennium Management
4
Millennium Management
New York
$7.03M
5
American Century Companies
5
American Century Companies
Missouri
$21.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$34.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$17.1M
3
AAM
3
Austin Asset Management
Texas
$15.6M
4
GIM
4
Greenwich Investment Management
Connecticut
$0
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
26
Orchard Capital Management
Illinois
$9.59M +$128K +2,540 +1%
ECM
27
Elgethun Capital Management
South Dakota
$9.57M -$44.2K -878 -0.5%
JAM
28
Jupiter Asset Management
United Kingdom
$9.48M – – –
PAM
29
Panagora Asset Management
Massachusetts
$7.84M -$399K -7,908 -5%
Millennium Management
30
Millennium Management
New York
$7.03M +$4.23M +83,833 +151%
BCM
31
Bridgeway Capital Management
Texas
$6.72M -$4.56M -90,239 -40%
Principal Financial Group
32
Principal Financial Group
Iowa
$6.69M -$1.1M -21,868 -14%
Invesco
33
Invesco
Georgia
$5.89M -$4.22M -83,586 -42%
State of Wisconsin Investment Board
34
State of Wisconsin Investment Board
Wisconsin
$5.87M -$717K -14,202 -11%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$5.67M +$2.7M +53,402 +91%
PCMC
36
Paragon Capital Management (Colorado)
Colorado
$5.4M -$5.55M – –
MAP
37
Moody Aldrich Partners
Massachusetts
$5.08M -$1.35M -26,761 -21%
Two Sigma Investments
38
Two Sigma Investments
New York
$4.5M +$2.42M +47,941 +116%
WSL
39
Western Standard LLC
California
$4.06M -$396K -7,845 -9%
Ameriprise
40
Ameriprise
Minnesota
$4.04M -$356K -7,057 -8%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$3.94M -$84.7K -1,678 -2%
Citadel Advisors
42
Citadel Advisors
Florida
$3.89M +$1.64M +32,447 +73%
Voloridge Investment Management
43
Voloridge Investment Management
Florida
$3.84M +$1.07M +21,135 +39%
Assenagon Asset Management
44
Assenagon Asset Management
Luxembourg
$3.7M +$2.59M +51,304 +233%
First Trust Advisors
45
First Trust Advisors
Illinois
$3.66M +$517K +10,237 +16%
Legal & General Group
46
Legal & General Group
United Kingdom
$3.58M -$55.3K -1,095 -2%
NIG
47
NFJ Investment Group
Texas
$3.5M -$9.74K -193 -0.3%
BGIM
48
Brandywine Global Investment Management
Pennsylvania
$3.47M -$25.4K -503 -0.7%
TI
49
Trexquant Investment
Connecticut
$3.33M +$2.31M +45,846 +229%
CSS
50
Cubist Systematic Strategies
Connecticut
$3.25M +$724K +14,344 +29%
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