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Pathward Financial
CASH

Overview Fund Activity

244 hedge funds and large institutions have $1.74B invested in Pathward Financial in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 68 increasing their positions, 93 reducing their positions, and 38 closing their positions.

Holders
244
Holders Change
-7
Holders Change %
-2.79%
% of All Funds
3.25%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
32
Increased
68
Reduced
93
Closed
38
Calls
$817K
Puts
$162K
Net Calls
+$655K
Net Calls Change
+$28K

Top Buyers

1
State Street
1
State Street
Massachusetts
$122M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$41.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$162M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$10.9M
5
ACA
5
Aptus Capital Advisors
Alabama
$7.34M

Top Sellers

1
AAM
1
Austin Asset Management
Texas
$22.8M
2
PCM
2
Philosophy Capital Management
California
$0
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$2.11M
4
AFCM
4
Alta Fox Capital Management
Texas
$0
5
FI
5
Financial Insights
Washington
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
51
First Trust Advisors
Illinois
$4.29M -$142K -1,933 -3%
Barclays
52
Barclays
United Kingdom
$4.25M +$107K +1,448 +3%
Citigroup
53
Citigroup
New York
$4.15M +$298K +4,045 +8%
EIP
54
Epoch Investment Partners
New York
$4.05M +$139K +1,892 +4%
RHCA
55
Rosenthal Henry Capital Advisors
Indiana
$4.04M – – –
Bank of America
56
Bank of America
North Carolina
$3.71M -$120K -1,637 -3%
UBS Group
57
UBS Group
Switzerland
$3.67M +$1.5M +20,363 +69%
PCMC
58
Paragon Capital Management (Colorado)
Colorado
$3.63M -$2.76M – –
Swiss National Bank
59
Swiss National Bank
Switzerland
$3.61M -$22.1K -300 -0.6%
DA
60
Denali Advisors
California
$3.56M – – –
EI
61
EAM Investors
California
$3.47M +$3.47M +47,121 New
AllianceBernstein
62
AllianceBernstein
Tennessee
$3.41M +$1.18M +16,032 +53%
NIG
63
NFJ Investment Group
Texas
$3.41M -$167K -2,266 -5%
Teacher Retirement System of Texas
64
Teacher Retirement System of Texas
Texas
$3.35M +$542K +7,364 +19%
Victory Capital Management
65
Victory Capital Management
Texas
$3.07M +$1.34M +18,156 +77%
Franklin Resources
66
Franklin Resources
California
$3.07M -$26.9K -366 -0.9%
Jane Street
67
Jane Street
New York
$3.06M -$525K -7,135 -15%
RCM
68
RMR Capital Management
California
$2.84M – – –
SEI Investments
69
SEI Investments
Pennsylvania
$2.73M +$784K +10,657 +40%
Canada Life
70
Canada Life
Manitoba, Canada
$2.73M -$69.8K -950 -2%
VA
71
Vident Advisory
Georgia
$2.65M -$39.7K -540 -1%
Millennium Management
72
Millennium Management
New York
$2.6M -$743K -10,093 -22%
Rafferty Asset Management
73
Rafferty Asset Management
New York
$2.59M -$9.05K -123 -0.3%
IIM
74
INTECH Investment Management
Florida
$2.36M +$1.52M +20,645 +180%
Pathstone Holdings
75
Pathstone Holdings
New Jersey
$2.35M -$66K -897 -3%
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