CASH icon

Pathward Financial
CASH

Overview Fund Activity

229 hedge funds and large institutions have $1.31B invested in Pathward Financial in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 86 reducing their positions, and 30 closing their positions.

Holders
229
Holders Change
–
Holders Change %
0%
% of All Funds
3.33%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
33
Increased
77
Reduced
86
Closed
30
Calls
$1.32M
Puts
$300K
Net Calls
+$1.02M
Net Calls Change
-$350K

Top Buyers

1
AFCM
1
Alta Fox Capital Management
Texas
$19.6M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$12.4M
3
FMI
3
F/M Investments
District of Columbia
$10.8M
4
Invesco
4
Invesco
Georgia
$15.4M
5
UBS AM
5
UBS AM
Illinois
$20M

Top Sellers

1
NCM
1
Nantahala Capital Management
Connecticut
$30.6M
2
EIP
2
Epoch Investment Partners
New York
$2.77M
3
Goldman Sachs
3
Goldman Sachs
New York
$28.2M
4
BlackRock
4
BlackRock
New York
$207M
5
Public Sector Pension Investment Board (PSP Investments)
5
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.9M
Name Market Value Shares Shares
Change 		Shares
Change %
NIG
51
NFJ Investment Group
Texas
$3.5M 61,817 -7,602 -11%
Citigroup
52
Citigroup
New York
$3.18M 56,228 +6,452 +13%
TI
53
Trexquant Investment
Connecticut
$3.17M 55,959 -9,909 -15%
RHCA
54
Rosenthal Henry Capital Advisors
Indiana
$3.06M 54,149 – –
Bank of America
55
Bank of America
North Carolina
$2.95M 52,087 +10,478 +25%
Rafferty Asset Management
56
Rafferty Asset Management
New York
$2.91M 51,453 +10,704 +26%
Prudential Financial
57
Prudential Financial
New Jersey
$2.88M 50,891 +1,875 +4%
Swiss National Bank
58
Swiss National Bank
Switzerland
$2.84M 50,200 -1,100 -2%
Millennium Management
59
Millennium Management
New York
$2.79M 49,290 -89,988 -65%
EIP
60
Epoch Investment Partners
New York
$2.77M 48,924 -220,501 -82%
Franklin Resources
61
Franklin Resources
California
$2.38M 42,115 +1,598 +4%
Canada Life
62
Canada Life
Manitoba, Canada
$2.32M 40,943 +4,590 +13%
Arrowstreet Capital
63
Arrowstreet Capital
Massachusetts
$2.31M 40,856 +1,221 +3%
LOAME
64
Lombard Odier Asset Management (Europe)
United Kingdom
$2.26M 40,000 -3,000 -7%
RCM
65
RMR Capital Management
California
$2.18M 38,617 – –
Pathstone Holdings
66
Pathstone Holdings
New Jersey
$2.11M 37,345 -3,130 -8%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$2M 35,377 -1,379 -4%
Teacher Retirement System of Texas
68
Teacher Retirement System of Texas
Texas
$1.98M 35,069 +2,572 +8%
UBS Group
69
UBS Group
Switzerland
$1.82M 32,196 +2,113 +7%
Man Group
70
Man Group
United Kingdom
$1.81M 31,965 +365 +1%
Barclays
71
Barclays
United Kingdom
$1.74M 30,757 -18,345 -37%
AllianceBernstein
72
AllianceBernstein
Tennessee
$1.73M 30,590 +2,070 +7%
LWM
73
Lodestone Wealth Management
Washington
$1.73M 3,422 -8 -0.2%
Jane Street
74
Jane Street
New York
$1.7M 30,038 -1,043 -3%
TPSF
75
Texas Permanent School Fund
Texas
$1.69M 29,952 +7,643 +34%
1 2
3
4 5