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Pathward Financial
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Overview Fund Activity

201 hedge funds and large institutions have $1.56B invested in Pathward Financial in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 58 increasing their positions, 86 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+3
Holders Change %
+1.52%
% of All Funds
3.1%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
32
Increased
58
Reduced
86
Closed
27
Calls
$1.26M
Puts
$925K
Net Calls
+$333K
Net Calls Change
-$4.51M

Top Buyers

1
State Street
1
State Street
Massachusetts
$88.6M
2
UBS AM
2
UBS AM
Illinois
$22.9M
3
EIP
3
Epoch Investment Partners
New York
$36.7M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$15.3M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$20.5M

Top Sellers

1
BlackRock
1
BlackRock
New York
$265M
2
NCM
2
Nantahala Capital Management
Connecticut
$53.4M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$120M
5
ACM
5
Ararat Capital Management
Connecticut
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Swiss National Bank
51
Swiss National Bank
Switzerland
$3.99M -$41.8K -700 -1%
Citadel Advisors
52
Citadel Advisors
Florida
$3.96M +$541K +9,064 +16%
PPA
53
Parametric Portfolio Associates
Washington
$3.7M -$930K -15,583 -20%
HSBC Holdings
54
HSBC Holdings
United Kingdom
$3.51M +$3.04M +50,849 +655%
Prudential Financial
55
Prudential Financial
New Jersey
$3.25M -$1.84M -30,569 -36%
SCA
56
Sage Capital Advisors
South Dakota
$3.25M +$60.3K +1,012 +2%
AllianceBernstein
57
AllianceBernstein
Tennessee
$3.14M +$14.1K +236 +0.4%
Assenagon Asset Management
58
Assenagon Asset Management
Luxembourg
$3.11M +$1.1M +18,372 +54%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$3.03M -$18K -302 -0.6%
NIG
60
NFJ Investment Group
Texas
$3.01M -$224K -3,748 -7%
EMFAT
61
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3M +$2.45M +40,990 +445%
State of New Jersey Common Pension Fund D
62
State of New Jersey Common Pension Fund D
New Jersey
$2.67M -$604K -10,121 -18%
CWM
63
Cranbrook Wealth Management
Michigan
$2.64M -$4.03M -67,500 -60%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$2.55M +$56.9K +954 +2%
RJA
65
Raymond James & Associates
Florida
$2.39M +$621K +10,402 +35%
CS
66
Credit Suisse
Switzerland
$2.3M +$245K +4,102 +12%
Wells Fargo
67
Wells Fargo
California
$2.24M +$981K +16,448 +78%
NFGCM
68
Norman Fields Gottscho Capital Management
New York
$2.13M – – –
UBS Group
69
UBS Group
Switzerland
$2.09M -$874K -14,644 -29%
Citigroup
70
Citigroup
New York
$2.06M +$520K +8,716 +34%
PRCP
71
Pacific Ridge Capital Partners
Oregon
$2.01M -$265K -4,450 -12%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$2M -$62.6K -1,050 -3%
YCM
73
Yousif Capital Management
Michigan
$1.74M +$1.74M +29,206 New
TAM
74
Tealwood Asset Management
Minnesota
$1.73M -$49.8K -835 -3%
WG
75
Winton Group
United Kingdom
$1.66M -$365K -6,111 -18%
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