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Pathward Financial
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Overview Fund Activity

229 hedge funds and large institutions have $1.19B invested in Pathward Financial in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 60 increasing their positions, 99 reducing their positions, and 20 closing their positions.

Holders
229
Holders Change
+11
Holders Change %
+5.05%
% of All Funds
3.32%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
33
Increased
60
Reduced
99
Closed
20
Calls
$4.02M
Puts
$2.65M
Net Calls
+$1.37M
Net Calls Change
+$621K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$17.8M
2
ZCM
2
Ziegler Capital Management
Illinois
$10.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$93.8M
4
Millennium Management
4
Millennium Management
New York
$7.03M
5
American Century Companies
5
American Century Companies
Missouri
$21.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$34.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$17.1M
3
AAM
3
Austin Asset Management
Texas
$15.6M
4
GIM
4
Greenwich Investment Management
Connecticut
$0
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RHCA
51
Rosenthal Henry Capital Advisors
Indiana
$2.73M -$57.9K -1,146 -2%
Two Sigma Advisers
52
Two Sigma Advisers
New York
$2.72M +$1.63M +32,200 +149%
Swiss National Bank
53
Swiss National Bank
Switzerland
$2.59M -$20.2K -400 -0.8%
Citigroup
54
Citigroup
New York
$2.51M +$293K +5,814 +13%
Barclays
55
Barclays
United Kingdom
$2.48M -$788K -15,603 -24%
Prudential Financial
56
Prudential Financial
New Jersey
$2.47M -$54.2K -1,074 -2%
D.E. Shaw & Co
57
D.E. Shaw & Co
New York
$2.36M +$202 +4 +0%
AG
58
Algert Global
California
$2.22M +$1.6M +31,787 +262%
LOAME
59
Lombard Odier Asset Management (Europe)
United Kingdom
$2.17M -$353K -7,000 -14%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$2.16M +$978K +19,367 +83%
Bank of America
61
Bank of America
North Carolina
$2.1M -$773K -15,306 -27%
AIC
62
Anthracite Investment Company
Texas
$2.1M +$2.1M +41,564 New
Balyasny Asset Management
63
Balyasny Asset Management
Illinois
$2.09M +$1.15M +22,735 +122%
Comerica Bank
64
Comerica Bank
Texas
$2.07M -$77.5K -1,535 -4%
SCA
65
Sage Capital Advisors
South Dakota
$2.07M +$353 +7 +0%
Rafferty Asset Management
66
Rafferty Asset Management
New York
$2.06M -$81.8K -1,621 -4%
Franklin Resources
67
Franklin Resources
California
$2.05M +$1.38M +27,275 +206%
Pathstone Holdings
68
Pathstone Holdings
New Jersey
$2.04M +$2.04M +40,475 New
Arrowstreet Capital
69
Arrowstreet Capital
Massachusetts
$2M -$182K -3,607 -8%
RCM
70
RMR Capital Management
California
$1.95M – – –
ECM
71
ExodusPoint Capital Management
New York
$1.87M +$1.87M +37,030 New
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$1.86M +$23.5K +466 +1%
Canada Life
73
Canada Life
Manitoba, Canada
$1.83M +$79.3K +1,572 +5%
LWM
74
Lodestone Wealth Management
Washington
$1.67M -$12.6K -26 -0.8%
GCP
75
GSA Capital Partners
United Kingdom
$1.66M +$864K +17,111 +109%
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