CASH icon

Pathward Financial
CASH

Overview Fund Activity

251 hedge funds and large institutions have $1.56B invested in Pathward Financial in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 81 increasing their positions, 97 reducing their positions, and 18 closing their positions.

Holders
251
Holders Change
+22
Holders Change %
+9.61%
% of All Funds
3.63%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
42
Increased
81
Reduced
97
Closed
18
Calls
$1.15M
Puts
$521K
Net Calls
+$627K
Net Calls Change
-$396K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$51M
2
DCM
2
Driehaus Capital Management
Illinois
$13.5M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$14.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$36.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$135M

Top Sellers

1
NCM
1
Nantahala Capital Management
Connecticut
$17.4M
2
AFCM
2
Alta Fox Capital Management
Texas
$10.4M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$0
4
PCM
4
Philosophy Capital Management
California
$15.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$537K
Name Market Value Shares Shares
Change 		Shares
Change %
Barclays
51
Barclays
United Kingdom
$3.72M 56,327 +25,570 +83%
Prudential Financial
52
Prudential Financial
New Jersey
$3.68M 55,710 +4,819 +9%
RHCA
53
Rosenthal Henry Capital Advisors
Indiana
$3.62M 54,849 +700 +1%
Deutsche Bank
54
Deutsche Bank
Germany
$3.6M 54,559 +43,146 +378%
EIP
55
Epoch Investment Partners
New York
$3.51M 53,121 +4,197 +9%
Citigroup
56
Citigroup
New York
$3.45M 52,328 -3,900 -7%
Bank of America
57
Bank of America
North Carolina
$3.44M 52,098 +11 +0%
Swiss National Bank
58
Swiss National Bank
Switzerland
$3.26M 49,400 -800 -2%
Jane Street
59
Jane Street
New York
$3.22M 48,713 +18,675 +62%
NIG
60
NFJ Investment Group
Texas
$3.21M 48,646 -13,171 -21%
DA
61
Denali Advisors
California
$3.19M 48,370 +48,370 New
Franklin Resources
62
Franklin Resources
California
$3.1M 42,069 -46 -0.1%
HF
63
HRT Financial
New York
$3.1M 46,986 +30,104 +178%
Millennium Management
64
Millennium Management
New York
$3M 45,430 -3,860 -8%
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$2.91M 44,047 +17,431 +65%
PCMC
66
Paragon Capital Management (Colorado)
Colorado
– – – –
RCM
67
RMR Capital Management
California
$2.55M 38,617 – –
Canada Life
68
Canada Life
Manitoba, Canada
$2.52M 38,096 -2,847 -7%
Teacher Retirement System of Texas
69
Teacher Retirement System of Texas
Texas
$2.52M 38,106 +3,037 +9%
VA
70
Vident Advisory
Georgia
$2.41M 36,543 +36,543 New
Rafferty Asset Management
71
Rafferty Asset Management
New York
$2.33M 35,304 -16,149 -31%
Pathstone Holdings
72
Pathstone Holdings
New Jersey
$2.16M 32,783 -4,562 -12%
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$2.09M 31,692 -3,685 -10%
AllianceBernstein
74
AllianceBernstein
Tennessee
$2.01M 30,380 -210 -0.7%
LWM
75
Lodestone Wealth Management
Washington
$1.96M 3,423 +1 +0%
1 2
3
4 5