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Pathward Financial
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Overview Fund Activity

146 hedge funds and large institutions have $496M invested in Pathward Financial in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 44 reducing their positions, and 28 closing their positions.

Holders
146
Holders Change
-7
Holders Change %
-4.58%
% of All Funds
3.26%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
24
Increased
55
Reduced
44
Closed
28
Calls
$63K
Puts
–
Net Calls
+$63K
Net Calls Change
+$319K

Top Buyers

1
CWM
1
Cranbrook Wealth Management
Michigan
$29.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$14M
3
EMFAT
3
Emerald Mutual Fund Advisers Trust
Pennsylvania
$8.84M
4
AFG
4
American Financial Group
Ohio
$8.48M
5
PFMOSF
5
Philadelphia Financial Management of San Francisco
California
$8.78M

Top Sellers

1
FMWA
1
Forvis Mazars Wealth Advisors
Missouri
$0
2
RJA
2
Raymond James & Associates
Florida
$4.31M
3
TCM
3
TimesSquare Capital Management
New York
$16.1M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$1.38M
5
SCC
5
Second Curve Capital
Pennsylvania
$9.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
PRCP
51
Pacific Ridge Capital Partners
Oregon
$1.34M -$44.8K -2,310 -3%
Assenagon Asset Management
52
Assenagon Asset Management
Luxembourg
$1.25M +$1.25M +64,666 New
TA
53
Teachers Advisors
New York
$1.14M +$63.3K +3,263 +6%
Legal & General Group
54
Legal & General Group
United Kingdom
$1.12M -$12.8K -660 -1%
IA
55
IndexIQ Advisors
New York
$1.12M -$91.3K -4,706 -8%
SCA
56
Sage Capital Advisors
South Dakota
$1M +$213 +11 +0%
William Blair & Company
57
William Blair & Company
Illinois
$966K +$38.8K +2,000 +4%
Swiss National Bank
58
Swiss National Bank
Switzerland
$940K +$32.9K +1,700 +4%
D.E. Shaw & Co
59
D.E. Shaw & Co
New York
$895K +$536K +27,631 +149%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$848K +$19.1K +985 +2%
ASRS
61
Arizona State Retirement System
Arizona
$824K +$52.3K +2,694 +7%
First Trust Advisors
62
First Trust Advisors
Illinois
$805K -$1.32M -68,191 -62%
USAA
63
United Services Automobile Association
Texas
$734K – – –
Squarepoint
64
Squarepoint
New York
$704K +$704K +36,295 New
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$683K -$83.4K -4,300 -11%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$653K +$653K +33,699 New
Los Angeles Capital Management
67
Los Angeles Capital Management
California
$651K -$291 -15 -0%
WCM
68
Weld Capital Management
New York
$649K +$649K +33,489 New
HI
69
HBK Investments
Texas
$646K +$123K +6,321 +23%
Comerica Bank
70
Comerica Bank
Texas
$645K -$2.82K -116 -0.4%
Canada Life
71
Canada Life
Manitoba, Canada
$617K +$841 +47 +0.1%
AllianceBernstein
72
AllianceBernstein
Tennessee
$582K – – –
CCP
73
Clarkston Capital Partners
Michigan
$541K – – –
CS
74
Credit Suisse
Switzerland
$530K +$107K +5,495 +25%
PPA
75
Parametric Portfolio Associates
Washington
$509K +$96.1K +4,959 +23%
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