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Pathward Financial
CASH

205 hedge funds and large institutions have $1.13B invested in Pathward Financial in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 87 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

7% more funds holding

Funds holding: 192 → 205 (+13)

4.59% more ownership

Funds ownership: 84.32% → 88.91% (+4.6%)

4% more capital invested

Capital invested by funds: $1.09B → $1.13B (+$39.2M)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

16% less call options, than puts

Call options by funds: $687K | Put options by funds: $820K

30% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 87

Holders
205
Holders Change
+13
Holders Change %
+6.77%
% of All Funds
3.25%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
28
Increased
61
Reduced
87
Closed
14
Calls
$687K
Puts
$820K
Net Calls
-$133K
Net Calls Change
-$601K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$49.7M
2
JP Morgan Chase
JP Morgan Chase
New York
+$9.14M
3
N
Nuveen
North Carolina
+$7.63M
4
MAP
Moody Aldrich Partners
Massachusetts
+$4.49M
5
Stifel Financial
Stifel Financial
Missouri
+$4.43M

Top Sellers

Rank Fund Capital Flow
1
Man Group
Man Group
United Kingdom
-$9.15M
2
NCM
Nantahala Capital Management
Connecticut
-$8.42M
3
ACM
Ararat Capital Management
Connecticut
-$8.29M
4
AFCM
Alta Fox Capital Management
Texas
-$7.33M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
Tudor Investment Corp
51
Tudor Investment Corp
Connecticut
$3.06M +$151K +3,038 +5%
WSL
52
Western Standard LLC
California
$3.02M +$70.7K +1,420 +2%
Voloridge Investment Management
53
Voloridge Investment Management
Florida
$2.99M -$627K -12,593 -16%
RHCA
54
Rosenthal Henry Capital Advisors
Indiana
$2.76M – – –
Swiss National Bank
55
Swiss National Bank
Switzerland
$2.73M -$39.8K -800 -1%
Arrowstreet Capital
56
Arrowstreet Capital
Massachusetts
$2.46M +$2.05M +41,134 +335%
First Trust Advisors
57
First Trust Advisors
Illinois
$2.46M -$549K -11,039 -17%
Barclays
58
Barclays
United Kingdom
$2.44M -$17.3K -348 -0.7%
SCA
59
Sage Capital Advisors
South Dakota
$2.4M -$497K -9,993 -16%
LOAME
60
Lombard Odier Asset Management (Europe)
United Kingdom
$2.3M – – –
Prudential Financial
61
Prudential Financial
New Jersey
$2.3M -$191K -3,842 -7%
Millennium Management
62
Millennium Management
New York
$2.28M +$68.1K +1,368 +3%
Russell Investments Group
63
Russell Investments Group
United Kingdom
$1.92M +$159K +3,204 +8%
VA
64
Vident Advisory
Georgia
$1.8M +$1.94M +38,998 New
AllianceBernstein
65
AllianceBernstein
Tennessee
$1.68M – – –
Canada Life
66
Canada Life
Manitoba, Canada
$1.66M +$628K +12,615 +54%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$1.63M +$43K +864 +2%
Two Sigma Investments
68
Two Sigma Investments
New York
$1.59M +$429K +8,617 +33%
DFCM
69
Dark Forest Capital Management
Puerto Rico
$1.5M +$704K +14,138 +77%
VRS
70
Virginia Retirement Systems
Virginia
$1.47M +$69.7K +1,400 +5%
Two Sigma Advisers
71
Two Sigma Advisers
New York
$1.43M +$428K +8,600 +38%
PI
72
Putnam Investments
Massachusetts
$1.4M -$13K -261 -0.9%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$1.37M -$128K -2,581 -8%
Rafferty Asset Management
74
Rafferty Asset Management
New York
$1.36M -$489K -9,834 -25%
CS
75
Credit Suisse
Switzerland
$1.33M -$22.6K -454 -2%
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3
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CASH Hedge Fund Activity: Q3 2023 in Review

205 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Pathward Financial (CASH) for Q3 2023, worth a combined $1.13B — up 3.6% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new CASH positions and 14 closed out — a net gain of 14 holders — while 61 added to existing stakes and 87 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $49.7M. The largest seller was Man Group, exiting entirely with an estimated $9.15M sold.

  • 205 institutional investors held Pathward Financial (CASH) as of Q3 2023, up from 192 in Q2 2023.
  • Funds reported $1.13B of Pathward Financial stock for Q3 2023, up 3.6% quarter-over-quarter.
  • 28 funds opened new Pathward Financial positions in Q3 2023 and 14 closed out, a net change of +14 holders.
  • The largest Pathward Financial buyer in Q3 2023 was Goldman Sachs, an estimated $49.7M added.
  • The largest Pathward Financial seller in Q3 2023 was Man Group, an estimated $9.15M sold.

Based on aggregated 13F filings for Q3 2023.