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Pathward Financial
CASH

Overview Fund Activity

155 hedge funds and large institutions have $902M invested in Pathward Financial in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 43 increasing their positions, 63 reducing their positions, and 18 closing their positions.

Holders
155
Holders Change
+11
Holders Change %
+7.64%
% of All Funds
2.75%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.18%
New
30
Increased
43
Reduced
63
Closed
18
Calls
$256K
Puts
$549K
Net Calls
-$293K
Net Calls Change
-$3.1M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$18.9M
2
BEP
2
Brookside Equity Partners
Connecticut
$17.9M
3
DCM
3
Driehaus Capital Management
Illinois
$10.9M
4
ACM
4
Ararat Capital Management
Connecticut
$10.7M
5
OCM
5
Orchard Capital Management
Illinois
$9.15M

Top Sellers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$74K
2
PFP
2
Patriot Financial Partners
Pennsylvania
$34M
3
CWM
3
Cranbrook Wealth Management
Michigan
$11.2M
4
NCM
4
Nantahala Capital Management
Connecticut
$56.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.91M
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$1.01M 27,685 -10,486 -27%
TPSF
77
Texas Permanent School Fund
Texas
$982K 26,856 -5,493 -17%
SOADOR
78
State of Alaska Department of Revenue
Alaska
$951K 26,031 -6,361 -20%
COPPSERS
79
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$947K 25,910 -960 -4%
UBS AM
80
UBS AM
Illinois
$911K 24,930 -5,390 -18%
Citigroup
81
Citigroup
New York
$874K 23,908 +4,309 +22%
State of Tennessee, Department of Treasury
82
State of Tennessee, Department of Treasury
Tennessee
$746K 20,389 +1,033 +5%
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$738K 20,193 +355 +2%
QI
84
QS Investors
New York
$706K 19,300 – –
Russell Investments Group
85
Russell Investments Group
United Kingdom
$671K 18,377 -116,767 -86%
SCA
86
Sippican Capital Advisors
Massachusetts
$671K 18,356 -830 -4%
VVP
87
Venture Visionary Partners
Ohio
$669K 18,300 +18,300 New
CCP
88
Clarkston Capital Partners
Michigan
$657K 17,965 -4,790 -21%
HW
89
Hancock Whitney
Mississippi
$655K 17,927 +720 +4%
FFM
90
Fullerton Fund Management
Singapore
$637K 17,431 +17,431 New
ETC
91
Exchange Traded Concepts
Oklahoma
$634K 17,353 +2,736 +19%
MAM
92
Martingale Asset Management
Massachusetts
$579K 15,811 -56,240 -78%
Two Sigma Advisers
93
Two Sigma Advisers
New York
$567K 15,500 -6,200 -29%
LSERS
94
Louisiana State Employees Retirement System
Louisiana
$563K 15,400 -600 -4%
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$558K 15,252 -1,995 -12%
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$553K 15,132 -475 -3%
Victory Capital Management
97
Victory Capital Management
Texas
$539K 14,744 -6,225 -30%
VOYA Investment Management
98
VOYA Investment Management
Georgia
$539K 14,730 +2,863 +24%
MIM
99
MetLife Investment Management
New Jersey
$529K 14,464 -3,712 -20%
AA
100
ALPS Advisors
Colorado
$521K 14,260 -290 -2%
2 3
4
5 6