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Pathward Financial
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Overview Fund Activity

155 hedge funds and large institutions have $902M invested in Pathward Financial in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 43 increasing their positions, 63 reducing their positions, and 18 closing their positions.

Holders
155
Holders Change
+11
Holders Change %
+7.64%
% of All Funds
2.75%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.18%
New
30
Increased
43
Reduced
63
Closed
18
Calls
$256K
Puts
$549K
Net Calls
-$293K
Net Calls Change
-$3.1M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$18.9M
2
BEP
2
Brookside Equity Partners
Connecticut
$17.9M
3
DCM
3
Driehaus Capital Management
Illinois
$10.9M
4
ACM
4
Ararat Capital Management
Connecticut
$10.7M
5
OCM
5
Orchard Capital Management
Illinois
$9.15M

Top Sellers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$74K
2
PFP
2
Patriot Financial Partners
Pennsylvania
$34M
3
CWM
3
Cranbrook Wealth Management
Michigan
$11.2M
4
NCM
4
Nantahala Capital Management
Connecticut
$56.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.91M
Name Market Value Shares Shares
Change 		Shares
Change %
KBC Group
51
KBC Group
Belgium
$2.41M 11,960 -7,674 -39%
UBS Group
52
UBS Group
Switzerland
$2.39M 65,451 +32,980 +102%
Citadel Advisors
53
Citadel Advisors
Florida
$2.36M 64,469 +5,644 +10%
PPA
54
Parametric Portfolio Associates
Washington
$2.31M 63,162 -4,970 -7%
SCA
55
Sage Capital Advisors
South Dakota
$2.22M 51,926 +27 +0.1%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$2.2M 60,102 – –
Baird Financial Group
57
Baird Financial Group
Wisconsin
$2.09M 57,152 +57,152 New
Canada Pension Plan Investment Board
58
Canada Pension Plan Investment Board
Ontario, Canada
$2.07M 56,600 +56,600 New
AllianceBernstein
59
AllianceBernstein
Tennessee
$1.9M 51,916 +861 +2%
Voloridge Investment Management
60
Voloridge Investment Management
Florida
$1.86M 50,917 -19,050 -27%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$1.84M 50,431 – –
CS
62
Credit Suisse
Switzerland
$1.83M 50,104 +8,481 +20%
CSS
63
Cubist Systematic Strategies
Connecticut
$1.82M 49,889 +30,836 +162%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$1.51M 41,308 +41,308 New
Arrowstreet Capital
65
Arrowstreet Capital
Massachusetts
$1.47M 40,118 -917 -2%
Comerica Bank
66
Comerica Bank
Texas
$1.37M 35,146 -1,038 -3%
PRCP
67
Pacific Ridge Capital Partners
Oregon
$1.35M 37,040 -9,020 -20%
Ensign Peak Advisors
68
Ensign Peak Advisors
Utah
$1.32M 36,000 – –
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$1.23M 33,738 +10,300 +44%
GC
70
Globeflex Capital
California
$1.22M 33,353 +2,533 +8%
AIMCA
71
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.21M 33,000 +33,000 New
Canada Life
72
Canada Life
Manitoba, Canada
$1.19M 32,611 -2,577 -7%
N
73
Natixis
France
$1.17M 32,000 – –
American Century Companies
74
American Century Companies
Missouri
$1.06M 28,894 +9,745 +51%
JCIA
75
Jackson Creek Investment Advisors
Colorado
$1.02M 27,962 -16,301 -37%
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