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Pathward Financial
CASH

Overview Fund Activity

185 hedge funds and large institutions have $893M invested in Pathward Financial in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 66 increasing their positions, 65 reducing their positions, and 33 closing their positions.

Holders
185
Holders Change
-7
Holders Change %
-3.65%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
27
Increased
66
Reduced
65
Closed
33
Calls
$1.54M
Puts
$1.87M
Net Calls
-$336K
Net Calls Change
+$522K

Top Buyers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$13.2M
2
NCM
2
Nantahala Capital Management
Connecticut
$43.8M
3
PCM
3
Philosophy Capital Management
California
$15.4M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$19.6M
5
EIP
5
Epoch Investment Partners
New York
$26.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$40.8M
2
AAM
2
Austin Asset Management
Texas
$30.1M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$0
4
PFA
4
Pure Financial Advisors
California
$49.6M
5
SAM
5
Silvercrest Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
76
Prudential Financial
New Jersey
$978K -$14.8K -450 -1%
CWM
77
Cranbrook Wealth Management
Michigan
$947K -$9.96K -302 -1%
TAM
78
Tealwood Asset Management
Minnesota
$941K +$11.5K +348 +1%
COPPSERS
79
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$873K -$9.8K -297 -1%
OQS
80
Occudo Quantitative Strategies
Florida
$855K +$855K +25,949 New
Comerica Bank
81
Comerica Bank
Texas
$854K -$103K -2,690 -11%
YCM
82
Yousif Capital Management
Michigan
$848K -$26.3K -797 -3%
UBS Group
83
UBS Group
Switzerland
$839K +$287K +8,728 +52%
SCA
84
Sippican Capital Advisors
Massachusetts
$795K +$108K +3,280 +16%
Janus Henderson Group
85
Janus Henderson Group
United Kingdom
$770K +$391K +11,866 +103%
Renaissance Technologies
86
Renaissance Technologies
New York
$722K +$353K +10,700 +96%
GC
87
Guggenheim Capital
Illinois
$715K -$591K -17,949 -45%
ETC
88
Exchange Traded Concepts
Oklahoma
$703K +$263K +7,991 +60%
TPSF
89
Texas Permanent School Fund
Texas
$689K -$12.7K -384 -2%
SOADOR
90
State of Alaska Department of Revenue
Alaska
$662K -$69.1K -2,099 -9%
RJA
91
Raymond James & Associates
Florida
$659K -$484K -14,686 -42%
SSA
92
Schonfeld Strategic Advisors
New York
$643K +$643K +19,500 New
CAG
93
Csenge Advisory Group
Florida
$634K +$824 +25 +0.1%
SIM
94
SummerHaven Investment Management
Connecticut
$623K +$623K +18,908 New
Parallax Volatility Advisers
95
Parallax Volatility Advisers
California
$610K +$610K +18,493 New
SDIC
96
South Dakota Investment Council
South Dakota
$609K – – –
HF
97
HRT Financial
New York
$597K +$597K +18,113 New
VRS
98
Virginia Retirement Systems
Virginia
$560K +$560K +17,000 New
MIM
99
MetLife Investment Management
New Jersey
$544K – – –
Citigroup
100
Citigroup
New York
$541K -$103K -3,133 -16%
2 3
4
5 6