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Pathward Financial
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Overview Fund Activity

185 hedge funds and large institutions have $1.3B invested in Pathward Financial in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 50 increasing their positions, 76 reducing their positions, and 13 closing their positions.

Holders
185
Holders Change
+22
Holders Change %
+13.5%
% of All Funds
3.23%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
35
Increased
50
Reduced
76
Closed
13
Calls
$6.11M
Puts
$1.58M
Net Calls
+$4.52M
Net Calls Change
+$2.11M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$123M
2
EIP
2
Epoch Investment Partners
New York
$15.8M
3
SG Americas Securities
3
SG Americas Securities
New York
$8.87M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$6.81M
5
KCM
5
Kennedy Capital Management
Missouri
$5.24M

Top Sellers

1
ZCM
1
Ziegler Capital Management
Illinois
$12.5M
2
PFP
2
Patriot Financial Partners
Pennsylvania
$22.1M
3
BEP
3
Brookside Equity Partners
Connecticut
$12.1M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$77.3M
5
MCM
5
Maltese Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
51
Bank of America
North Carolina
$3.4M 67,227 -62,413 -48%
PPA
52
Parametric Portfolio Associates
Washington
$3.34M 65,978 +6,357 +11%
BGIM
53
Brandywine Global Investment Management
Pennsylvania
$3.29M 64,932 +64,932 New
UBS Group
54
UBS Group
Switzerland
$3.14M 61,926 -9,016 -13%
SCC
55
Second Curve Capital
Pennsylvania
$3.08M 60,837 -9,195 -13%
NIG
56
NFJ Investment Group
Texas
$3.04M 59,957 -9,377 -14%
Citadel Advisors
57
Citadel Advisors
Florida
$3M 59,232 -41,992 -41%
American Century Companies
58
American Century Companies
Missouri
$2.82M 55,737 +13,584 +32%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$2.82M 55,635 -1,867 -3%
Millennium Management
60
Millennium Management
New York
$2.76M 54,435 +39,411 +262%
AllianceBernstein
61
AllianceBernstein
Tennessee
$2.74M 54,027 +2,808 +5%
SCA
62
Sage Capital Advisors
South Dakota
$2.66M 54,341 +2,415 +5%
State of New Jersey Common Pension Fund D
63
State of New Jersey Common Pension Fund D
New Jersey
$2.5M 49,410 +49,410 New
Voloridge Investment Management
64
Voloridge Investment Management
Florida
$2.31M 45,555 -11,643 -20%
UBS AM
65
UBS AM
Illinois
$2.2M 43,385 +17,006 +64%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$2.19M 43,342 -3,496 -7%
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
$2.13M 42,091 -17,474 -29%
CS
68
Credit Suisse
Switzerland
$1.9M 37,619 -3,521 -9%
PRCP
69
Pacific Ridge Capital Partners
Oregon
$1.86M 36,650 -390 -1%
Ensign Peak Advisors
70
Ensign Peak Advisors
Utah
$1.82M 36,000 – –
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$1.82M 35,859 -324 -0.9%
SPC
72
Sigma Planning Corp
Michigan
$1.76M 34,690 -5,619 -14%
Marshall Wace
73
Marshall Wace
United Kingdom
$1.71M 33,701 +33,701 New
Citigroup
74
Citigroup
New York
$1.66M 32,685 +9,300 +40%
N
75
Natixis
France
$1.62M 32,000 – –
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