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Pathward Financial
CASH

Overview Fund Activity

66 hedge funds and large institutions have $144M invested in Pathward Financial in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
1.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
9
Increased
26
Reduced
24
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCC
1
Second Curve Capital
Pennsylvania
$14.2M
2
PFMOSF
2
Philadelphia Financial Management of San Francisco
California
$22.4M
3
AC
3
Ascend Capital
California
$2.67M
4
AWCI
4
Alpine Woods Capital Investors
New York
$610K
5
PI
5
Putnam Investments
Massachusetts
$6.31M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$147K
2
EMFAT
2
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.34M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$22.9M
4
RBLCM
4
Roaring Blue Lion Capital Management
Texas
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$3.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
51
American International Group
New York
$182K +$4.35K +291 +2%
Barclays
52
Barclays
United Kingdom
$172K +$122K +8,409 +246%
Deutsche Bank
53
Deutsche Bank
Germany
$147K -$1.84M -124,713 -93%
BA
54
BlackRock Advisors
Delaware
$141K +$11.3K +753 +9%
Federated Hermes
55
Federated Hermes
Pennsylvania
$85K +$41.7K +2,790 +96%
U
56
UBS
Switzerland
$74K +$45 +3 +0.1%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$71K -$1.84K -123 -3%
PCM
58
Prelude Capital Management
New York
$58K +$58K +3,900 New
Citigroup
59
Citigroup
New York
$41K -$58.6K -3,921 -59%
Bank of America
60
Bank of America
North Carolina
$14K +$13.3K +870 +1,813%
AllianceBernstein
61
AllianceBernstein
Tennessee
$12K -$1.26K -87 -9%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$9K +$9K +579 New
TRCT
63
Tower Research Capital (TRC)
New York
$5K +$5K +330 New
GC
64
Globeflex Capital
California
$2K – – –
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$241 – +15 +0.1%
RBLCM
66
Roaring Blue Lion Capital Management
Texas
– -$918K -66,636 Closed
US Bancorp
67
US Bancorp
Minnesota
– -$32K -2,346 Closed
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