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Pathward Financial
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Overview Fund Activity

204 hedge funds and large institutions have $1.4B invested in Pathward Financial in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 55 increasing their positions, 89 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+3
Holders Change %
+1.49%
% of All Funds
3.23%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
32
Increased
55
Reduced
89
Closed
27
Calls
$685K
Puts
$1.03M
Net Calls
-$347K
Net Calls Change
-$680K

Top Buyers

1
BCM
1
Basswood Capital Management
New York
$8.84M
2
State Street
2
State Street
Massachusetts
$89M
3
State of Wisconsin Investment Board
3
State of Wisconsin Investment Board
Wisconsin
$7.39M
4
HF
4
HRT Financial
New York
$4.65M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$7.22M

Top Sellers

1
AAM
1
Austin Asset Management
Texas
$28M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$92.1M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$138M
4
Mariner
4
Mariner
Kansas
$0
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
51
Legal & General Group
United Kingdom
$3.98M -$262K -4,778 -6%
Swiss National Bank
52
Swiss National Bank
Switzerland
$3.77M +$104K +1,900 +3%
Deutsche Bank
53
Deutsche Bank
Germany
$3.71M -$3.56M -64,809 -49%
PPA
54
Parametric Portfolio Associates
Washington
$3.65M +$243K +4,421 +7%
EMFAT
55
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3.47M +$712K +12,960 +26%
NIG
56
NFJ Investment Group
Texas
$2.76M -$6.26K -114 -0.2%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$2.74M -$48.9K -890 -2%
SCA
58
Sage Capital Advisors
South Dakota
$2.71M +$348 +7 +0%
CWM
59
Cranbrook Wealth Management
Michigan
$2.43M – – –
RJA
60
Raymond James & Associates
Florida
$2.41M +$206K +3,757 +9%
E
61
Ergoteles
New York
$2.41M +$2.41M +43,800 New
Los Angeles Capital Management
62
Los Angeles Capital Management
California
$2.4M +$1.81M +32,943 +307%
AllianceBernstein
63
AllianceBernstein
Tennessee
$2.39M -$501K -9,117 -17%
SFI
64
Susquehanna Fundamental Investments
Pennsylvania
$2.14M +$2.14M +38,968 New
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$2.05M -$302K -5,493 -13%
CS
66
Credit Suisse
Switzerland
$2.05M -$69.3K -1,262 -3%
NFGCM
67
Norman Fields Gottscho Capital Management
New York
$1.96M – – –
Rafferty Asset Management
68
Rafferty Asset Management
New York
$1.9M +$381K +6,932 +25%
PI
69
Putnam Investments
Massachusetts
$1.87M +$436K +7,935 +30%
Citigroup
70
Citigroup
New York
$1.8M -$96.8K -1,762 -5%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$1.79M -$53.9K -982 -3%
UBS Group
72
UBS Group
Switzerland
$1.77M -$148K -2,702 -8%
PCM
73
Pinz Capital Management
New York
$1.75M +$1.75M +31,842 New
Prudential Financial
74
Prudential Financial
New Jersey
$1.72M -$1.25M -22,787 -42%
State of Tennessee, Department of Treasury
75
State of Tennessee, Department of Treasury
Tennessee
$1.69M +$546K +9,950 +48%
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