CASH icon

Pathward Financial
CASH

Overview Fund Activity

218 hedge funds and large institutions have $1.3B invested in Pathward Financial in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 78 increasing their positions, 75 reducing their positions, and 16 closing their positions.

Holders
218
Holders Change
+13
Holders Change %
+6.34%
% of All Funds
3.2%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
31
Increased
78
Reduced
75
Closed
16
Calls
$2.67M
Puts
$1.92M
Net Calls
+$752K
Net Calls Change
+$885K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$92.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$40.2M
3
GIM
3
Greenwich Investment Management
Connecticut
$6.86M
4
Man Group
4
Man Group
United Kingdom
$4.4M
5
Goldman Sachs
5
Goldman Sachs
New York
$83.8M

Top Sellers

1
AAM
1
Austin Asset Management
Texas
$19.1M
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$6.09M
3
PCM
3
Philosophy Capital Management
California
$23.2M
4
FI
4
Financial Insights
Washington
$0
5
NCM
5
Nantahala Capital Management
Connecticut
$56.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Swiss National Bank
51
Swiss National Bank
Switzerland
$2.74M -$397K -7,500 -13%
Prudential Financial
52
Prudential Financial
New Jersey
$2.65M +$14.8K +279 +0.6%
CSS
53
Cubist Systematic Strategies
Connecticut
$2.65M +$2.65M +50,033 New
LOAME
54
Lombard Odier Asset Management (Europe)
United Kingdom
$2.65M – – –
National Bank of Canada
55
National Bank of Canada
Quebec, Canada
$2.63M -$1.94M -37,000 -43%
D.E. Shaw & Co
56
D.E. Shaw & Co
New York
$2.47M -$2.06M -38,899 -45%
Squarepoint
57
Squarepoint
New York
$2.41M +$1.54M +29,175 +178%
Citadel Advisors
58
Citadel Advisors
Florida
$2.36M +$1.36M +25,697 +136%
Citigroup
59
Citigroup
New York
$2.33M +$1.06M +20,005 +84%
Arrowstreet Capital
60
Arrowstreet Capital
Massachusetts
$2.29M -$539K -10,184 -19%
Jane Street
61
Jane Street
New York
$2.28M +$1.09M +20,510 +91%
Comerica Bank
62
Comerica Bank
Texas
$2.26M +$1.58M +29,936 +236%
Rafferty Asset Management
63
Rafferty Asset Management
New York
$2.24M +$679K +12,837 +43%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$2.2M +$1.24M +23,395 +129%
Two Sigma Investments
65
Two Sigma Investments
New York
$2.18M +$359K +6,790 +20%
SCA
66
Sage Capital Advisors
South Dakota
$2.17M -$582K -10,992 -21%
VA
67
Vident Advisory
Georgia
$2.05M -$18.9K -358 -0.9%
RCM
68
RMR Capital Management
California
$2.04M +$2.04M +38,617 New
CCIA
69
Campbell & Co Investment Adviser
Maryland
$1.93M +$1.62M +30,561 +514%
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$1.92M +$43.4K +819 +2%
AllianceBernstein
71
AllianceBernstein
Tennessee
$1.88M -$49.8K -940 -3%
EF
72
Empowered Funds
Pennsylvania
$1.84M -$2.04M -38,473 -53%
Canada Life
73
Canada Life
Manitoba, Canada
$1.84M -$61K -1,156 -3%
UBS Group
74
UBS Group
Switzerland
$1.82M +$1.19M +22,468 +187%
PI
75
Putnam Investments
Massachusetts
$1.56M -$49.3K -932 -3%
1 2
3
4 5