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Pathward Financial
CASH

Overview Fund Activity

63 hedge funds and large institutions have $131M invested in Pathward Financial in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-3
Holders Change %
-4.55%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
6
Increased
26
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCC
1
Second Curve Capital
Pennsylvania
$14.7M
2
PFMOSF
2
Philadelphia Financial Management of San Francisco
California
$21.6M
3
PI
3
Putnam Investments
Massachusetts
$6.75M
4
DP
4
Dearborn Partners
Illinois
$1.03M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$3.86M

Top Sellers

1
EI
1
EAM Investors
California
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$19.3M
3
CCM
3
Castine Capital Management
Massachusetts
$8.37M
4
BFA
4
BlackRock Fund Advisors
California
$6.17M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$215K
Name Holding Trade Value Shares
Change 		Shares
Change %
BGIM
51
Brandywine Global Investment Management
Pennsylvania
$76K +$76K +5,700 New
PAM
52
Panagora Asset Management
Massachusetts
$70K -$181K -13,695 -72%
U
53
UBS
Switzerland
$36K -$30K -2,250 -45%
Bank of America
54
Bank of America
North Carolina
$25K +$12.9K +972 +106%
TRCT
55
Tower Research Capital (TRC)
New York
$24K +$19.4K +1,407 +426%
VFA
56
Virtus Fund Advisers
Connecticut
$21K +$21K +1,569 New
Barclays
57
Barclays
United Kingdom
$19K -$142K -10,425 -88%
Wells Fargo
58
Wells Fargo
California
$17K +$17K +1,308 New
GSC
59
Ground Swell Capital
South Carolina
$12K +$12K +870 New
Deutsche Bank
60
Deutsche Bank
Germany
$8K -$121K -9,327 -94%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$6K -$57.3K -4,296 -91%
Citigroup
62
Citigroup
New York
$2K -$33.2K -2,586 -94%
AWCI
63
Alpine Woods Capital Investors
New York
$706 +$162 +12,144 +30%
EI
64
EAM Investors
California
– -$2.01M -134,163 Closed
ProShare Advisors
65
ProShare Advisors
Maryland
– -$271K -18,126 Closed
CS
66
Credit Suisse
Switzerland
– -$236K -15,786 Closed
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
– -$212K -14,199 Closed
Federated Hermes
68
Federated Hermes
Pennsylvania
– -$85K -5,685 Closed
AllianceBernstein
69
AllianceBernstein
Tennessee
– -$12K -831 Closed
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
– -$9K -579 Closed
GC
71
Globeflex Capital
California
– -$2K -183 Closed
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