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Pathward Financial
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Overview Fund Activity

153 hedge funds and large institutions have $705M invested in Pathward Financial in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 67 increasing their positions, 42 reducing their positions, and 26 closing their positions.

Holders
153
Holders Change
-8
Holders Change %
-4.97%
% of All Funds
3.5%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
19
Increased
67
Reduced
42
Closed
26
Calls
–
Puts
$256K
Net Calls
-$256K
Net Calls Change
+$1.57M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$26.3M
2
CWM
2
Cranbrook Wealth Management
Michigan
$11.3M
3
WG
3
Winton Group
United Kingdom
$8.32M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$50.4M
5
NCM
5
Nantahala Capital Management
Connecticut
$44.6M

Top Sellers

1
EMFAT
1
Emerald Mutual Fund Advisers Trust
Pennsylvania
$0
2
PFMOSF
2
Philadelphia Financial Management of San Francisco
California
$7.46M
3
OCM
3
Osterweis Capital Management
California
$0
4
FP
4
Foundry Partners
Minnesota
$304K
5
PGC
5
Pacific Grove Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
76
Assured Investment Management
New York
$740K +$451K +16,365 +156%
LCM
77
Legato Capital Management
California
$730K -$1.49M -54,210 -67%
Citigroup
78
Citigroup
New York
$656K +$562K +20,394 +598%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$624K -$29.5K -3,207 -5%
AIG
80
American International Group
New York
$603K +$11.6K +420 +2%
CS
81
Credit Suisse
Switzerland
$602K -$409K -14,829 -40%
PPA
82
Parametric Portfolio Associates
Washington
$587K -$185K -6,723 -24%
State of Tennessee, Department of Treasury
83
State of Tennessee, Department of Treasury
Tennessee
$547K +$43.1K +1,566 +9%
Public Sector Pension Investment Board (PSP Investments)
84
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$530K +$42.7K +1,551 +9%
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$526K +$8.93K +324 +2%
Credit Agricole
86
Credit Agricole
France
$510K – – –
D.E. Shaw & Co
87
D.E. Shaw & Co
New York
$510K +$218K +7,905 +74%
TPSF
88
Texas Permanent School Fund
Texas
$475K -$10.9K -396 -2%
GC
89
Globeflex Capital
California
$463K +$33.1K +1,200 +8%
Citadel Advisors
90
Citadel Advisors
Florida
$423K +$109K +3,978 +35%
New York State Teachers Retirement System (NYSTRS)
91
New York State Teachers Retirement System (NYSTRS)
New York
$420K – – –
JIR
92
James Investment Research
Ohio
$416K +$24.8K +900 +6%
UBS Group
93
UBS Group
Switzerland
$387K +$114K +4,134 +42%
MIM
94
MetLife Investment Management
New Jersey
$349K – – –
Nisa Investment Advisors
95
Nisa Investment Advisors
Missouri
$337K +$330K +12,000 +5,000%
LSERS
96
Louisiana State Employees Retirement System
Louisiana
$331K -$8.28K -300 -2%
VOYA Investment Management
97
VOYA Investment Management
Georgia
$327K – – –
SCA
98
Sippican Capital Advisors
Massachusetts
$316K +$211K +24,855 +202%
FP
99
Foundry Partners
Minnesota
$304K -$4.71M -171,159 -94%
MFIM
100
Mesirow Financial Investment Management
Illinois
$303K -$23.4K -849 -7%
2 3
4
5 6