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Pathward Financial

85 hedge funds and large institutions have $242M invested in Pathward Financial in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
-3
Holders Change %
-3.41%
% of All Funds
2.27%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
9
Increased
33
Reduced
28
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$516K -$474K -31,200 -48%
Charles Schwab
52
Charles Schwab
California
$511K
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$503K +$48.6K +3,195 +11%
TA
54
Teachers Advisors
New York
$488K +$52K +3,423 +12%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$470K
GCP
56
GSA Capital Partners
United Kingdom
$438K -$41K -2,700 -9%
Federated Hermes
57
Federated Hermes
Pennsylvania
$413K -$191K -12,546 -32%
AWCI
58
Alpine Woods Capital Investors
New York
$407K -$80.2K -5,280 -16%
MAM
59
Martingale Asset Management
Massachusetts
$343K -$160K -10,500 -32%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$324K
Citigroup
61
Citigroup
New York
$289K +$181K +11,916 +168%
DC
62
Deere & Company
Illinois
$264K +$264K +17,400 New
EGA
63
Eagle Global Advisors
Texas
$249K +$249K +16,398 New
Stifel Financial
64
Stifel Financial
Missouri
$229K
MLICM
65
Metropolitan Life Insurance Company (MetLife)
New York
$224K
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$221K
AIG
67
American International Group
New York
$192K +$6.79K +447 +4%
Wells Fargo
68
Wells Fargo
California
$112K +$5.36K +354 +5%
BA
69
BlackRock Advisors
Delaware
$107K +$11.2K +738 +12%
OSAM
70
O'Shaughnessy Asset Management
Connecticut
$88K -$183 -12 -0.2%
BGIM
71
Brandywine Global Investment Management
Pennsylvania
$82K -$13.8K -900 -14%
Morgan Stanley
72
Morgan Stanley
New York
$73K -$87.1K -5,757 -54%
APSP
73
Asset Planning Services (Pennsylvania)
Pennsylvania
$68K +$68K +4,500 New
Legal & General Group
74
Legal & General Group
United Kingdom
$54K
UBS Group
75
UBS Group
Switzerland
$50K