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Pathward Financial
CASH

Overview Fund Activity

153 hedge funds and large institutions have $705M invested in Pathward Financial in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 67 increasing their positions, 42 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
-8
Holders Change %
-4.97%
% of All Funds
3.5%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
19
Increased
67
Reduced
42
Closed
26
Calls
–
Puts
$256K
Net Calls
-$256K
Net Calls Change
+$1.57M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$26.3M
2
CWM
2
Cranbrook Wealth Management
Michigan
$11.3M
3
WG
3
Winton Group
United Kingdom
$8.32M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$50.4M
5
NCM
5
Nantahala Capital Management
Connecticut
$44.6M

Top Sellers

1
EMFAT
1
Emerald Mutual Fund Advisers Trust
Pennsylvania
$0
2
PFMOSF
2
Philadelphia Financial Management of San Francisco
California
$7.46M
3
OCM
3
Osterweis Capital Management
California
$0
4
FP
4
Foundry Partners
Minnesota
$304K
5
PGC
5
Pacific Grove Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$1.79M -$18.3K -663 -1%
IA
52
IndexIQ Advisors
New York
$1.72M +$65K +2,358 +4%
Prudential Financial
53
Prudential Financial
New Jersey
$1.67M -$629K -22,836 -27%
Legal & General Group
54
Legal & General Group
United Kingdom
$1.62M +$127K +4,611 +9%
TA
55
Teachers Advisors
New York
$1.53M +$3.47K +126 +0.2%
SCA
56
Sage Capital Advisors
South Dakota
$1.43M +$165 +6 +0%
William Blair & Company
57
William Blair & Company
Illinois
$1.32M – – –
SPC
58
Sigma Planning Corp
Michigan
$1.31M +$1.31M +47,700 New
Swiss National Bank
59
Swiss National Bank
Switzerland
$1.29M – – –
EC
60
EJF Capital
Virginia
$1.24M +$1.24M +45,072 New
Wells Fargo
61
Wells Fargo
California
$1.21M +$50.8K +1,845 +4%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$1.18M -$413 -15 -0%
AQR Capital Management
63
AQR Capital Management
Connecticut
$1.16M -$392K -14,220 -25%
ASRS
64
Arizona State Retirement System
Arizona
$1.1M +$1.24K +45 +0.1%
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$1.09M – – –
USAA
66
United Services Automobile Association
Texas
$1.04M +$324K +11,745 +45%
Canada Life
67
Canada Life
Manitoba, Canada
$948K – – –
ARTA
68
A.R.T. Advisors
New York
$944K +$944K +34,281 New
OAM
69
Oxford Asset Management
United Kingdom
$937K +$937K +34,002 New
Los Angeles Capital Management
70
Los Angeles Capital Management
California
$926K – – –
EVM
71
Eaton Vance Management
Massachusetts
$924K – – –
Barclays
72
Barclays
United Kingdom
$878K +$516K +18,747 +143%
AllianceBernstein
73
AllianceBernstein
Tennessee
$827K – – –
CCP
74
Clarkston Capital Partners
Michigan
$769K +$769K +27,900 New
HI
75
HBK Investments
Texas
$744K +$744K +27,000 New
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3
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