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Pathward Financial

147 hedge funds and large institutions have $714M invested in Pathward Financial in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 53 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $575M → $714M (+$139M)

0% more funds holding

Funds holding: 147147 (0)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

4% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 53

1.21% less ownership

Funds ownership: 238.61%237.39% (-1.2%)

Holders
147
Holders Change
Holders Change %
0%
% of All Funds
3.33%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
20
Increased
51
Reduced
53
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EVM
76
Eaton Vance Management
Massachusetts
$1.03M +$435 +15 +0%
Comerica Bank
77
Comerica Bank
Texas
$971K +$9.75K +336 +1%
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$954K
JIR
79
James Investment Research
Ohio
$946K +$888K +30,615 New
AllianceBernstein
80
AllianceBernstein
Tennessee
$927K
Bank of America
81
Bank of America
North Carolina
$926K -$1.25M -43,188 -59%
CS
82
Credit Suisse
Switzerland
$909K -$104K -3,576 -11%
GCP
83
GSA Capital Partners
United Kingdom
$890K -$2.08M -71,868 -71%
USAA
84
United Services Automobile Association
Texas
$755K
SAM
85
Symphony Asset Management
California
$695K +$123K +4,251 +23%
GC
86
Globeflex Capital
California
$681K
LSV Asset Management
87
LSV Asset Management
Illinois
$676K -$592K -20,400 -48%
RJA
88
Raymond James & Associates
Florida
$674K -$10.3K -354 -2%
AIG
89
American International Group
New York
$662K +$6K +207 +1%
State of Tennessee, Department of Treasury
90
State of Tennessee, Department of Treasury
Tennessee
$646K -$66.1K -2,277 -10%
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$630K -$13K -447 -2%
VRS
92
Virginia Retirement Systems
Virginia
$611K +$261K +9,000 +83%
PPA
93
Parametric Portfolio Associates
Washington
$602K +$109K +3,774 +24%
MAM
94
Martingale Asset Management
Massachusetts
$575K -$3.19M -110,118 -86%
TPSF
95
Texas Permanent School Fund
Texas
$569K +$92K +3,171 +21%
AG
96
Advisor Group
Arizona
$515K +$110K +3,795 +29%
Public Sector Pension Investment Board (PSP Investments)
97
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$510K
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$506K -$7.86M -270,906 -94%
Squarepoint
99
Squarepoint
New York
$469K +$441K +15,201 New
BCM
100
Buckhead Capital Management
Georgia
$439K -$9.57K -330 -2%