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Pathward Financial
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Overview Fund Activity

192 hedge funds and large institutions have $1.03B invested in Pathward Financial in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 59 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+11
Holders Change %
+6.08%
% of All Funds
3.07%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
34
Increased
59
Reduced
67
Closed
22
Calls
$3.17M
Puts
$4.28M
Net Calls
-$1.11M
Net Calls Change
-$3.69M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$15.8M
2
ARS
2
Adirondack Retirement Specialists
New York
$11.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$53.2M
4
PCM
4
Philosophy Capital Management
California
$26.4M
5
SAM
5
Synergy Asset Management
Washington
$7.75M

Top Sellers

1
AAM
1
Austin Asset Management
Texas
$12.4M
2
EIP
2
Epoch Investment Partners
New York
$11.9M
3
AFCM
3
Alta Fox Capital Management
Texas
$16.3M
4
ACM
4
Ararat Capital Management
Connecticut
$10.9M
5
Man Group
5
Man Group
United Kingdom
$6.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
Swiss National Bank
51
Swiss National Bank
Switzerland
$2.55M -$361K -8,700 -12%
Millennium Management
52
Millennium Management
New York
$2.52M +$1.75M +42,140 +225%
Citadel Advisors
53
Citadel Advisors
Florida
$2.5M +$1.47M +35,471 +143%
WSL
54
Western Standard LLC
California
$2.49M – – –
Assenagon Asset Management
55
Assenagon Asset Management
Luxembourg
$2.47M -$614K -14,809 -20%
Russell Investments Group
56
Russell Investments Group
United Kingdom
$2.38M +$310K +7,479 +15%
Prudential Financial
57
Prudential Financial
New Jersey
$2.25M +$1.04M +25,110 +86%
Thrivent Financial for Lutherans
58
Thrivent Financial for Lutherans
Minnesota
$2.11M -$91.9K -2,216 -4%
PAM
59
Panagora Asset Management
Massachusetts
$1.91M +$1.91M +46,053 New
E
60
Ergoteles
New York
$1.89M +$1.89M +45,500 New
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$1.88M -$4.7M -113,294 -71%
Two Sigma Investments
62
Two Sigma Investments
New York
$1.88M +$818K +19,708 +77%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$1.79M -$273K -6,575 -13%
Nomura Holdings
64
Nomura Holdings
Japan
$1.76M +$1.76M +42,300 New
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$1.64M +$1.32M +31,705 +409%
HF
66
HRT Financial
New York
$1.59M +$972K +23,434 +158%
AllianceBernstein
67
AllianceBernstein
Tennessee
$1.51M -$176K -4,249 -10%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$1.46M -$65.6K -1,582 -4%
Barclays
69
Barclays
United Kingdom
$1.42M +$560K +13,499 +65%
PI
70
Putnam Investments
Massachusetts
$1.31M -$55.6K -1,341 -4%
AG
71
Algert Global
California
$1.3M +$164K +3,960 +14%
Bank of America
72
Bank of America
North Carolina
$1.25M -$1.72M -41,550 -58%
PRCP
73
Pacific Ridge Capital Partners
Oregon
$1.24M -$199K -4,800 -14%
Two Sigma Advisers
74
Two Sigma Advisers
New York
$1.23M +$162K +3,900 +15%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$1.22M -$63.4K -1,527 -5%
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3
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