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Pathward Financial
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Overview Fund Activity

192 hedge funds and large institutions have $1.03B invested in Pathward Financial in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 59 increasing their positions, 67 reducing their positions, and 22 closing their positions.

Holders
192
Holders Change
+11
Holders Change %
+6.08%
% of All Funds
3.07%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
34
Increased
59
Reduced
67
Closed
22
Calls
$3.17M
Puts
$4.28M
Net Calls
-$1.11M
Net Calls Change
-$3.69M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$15.8M
2
ARS
2
Adirondack Retirement Specialists
New York
$11.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$53.2M
4
PCM
4
Philosophy Capital Management
California
$26.4M
5
SAM
5
Synergy Asset Management
Washington
$7.75M

Top Sellers

1
AAM
1
Austin Asset Management
Texas
$12.4M
2
EIP
2
Epoch Investment Partners
New York
$11.9M
3
AFCM
3
Alta Fox Capital Management
Texas
$16.3M
4
ACM
4
Ararat Capital Management
Connecticut
$10.9M
5
Man Group
5
Man Group
United Kingdom
$6.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
COPPSERS
76
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.21M -$67.5K -1,628 -5%
Rafferty Asset Management
77
Rafferty Asset Management
New York
$1.21M +$823K +19,847 +214%
State of Tennessee, Department of Treasury
78
State of Tennessee, Department of Treasury
Tennessee
$1.15M +$242K +5,832 +27%
Ohio Public Employees Retirement System (OPERS)
79
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.12M +$955 +23 +0.1%
TAM
80
Tealwood Asset Management
Minnesota
$1.08M -$7.01K -169 -0.6%
KFP
81
KMG Fiduciary Partners
Ohio
$1.08M – – –
Canada Life
82
Canada Life
Manitoba, Canada
$1.07M -$150K -3,607 -12%
CS
83
Credit Suisse
Switzerland
$1.07M +$332 +8 +0%
HSBC Holdings
84
HSBC Holdings
United Kingdom
$1.04M -$1.63M -39,578 -61%
TPSF
85
Texas Permanent School Fund
Texas
$1.03M +$223K +5,363 +28%
VRS
86
Virginia Retirement Systems
Virginia
$1.02M +$20.7K +500 +2%
SCA
87
Sippican Capital Advisors
Massachusetts
$990K -$1.66K -40 -0.2%
Axa
88
Axa
France
$938K -$78.8K -1,900 -8%
UBS Group
89
UBS Group
Switzerland
$927K +$223K +5,379 +32%
Jane Street
90
Jane Street
New York
$897K +$567K +13,667 +172%
Walleye Trading
91
Walleye Trading
New York
$888K +$165K +3,965 +23%
PP
92
PDT Partners
New York
$866K +$183K +4,400 +27%
Janus Henderson Group
93
Janus Henderson Group
United Kingdom
$828K +$381K +9,184 +85%
TD Asset Management
94
TD Asset Management
Ontario, Canada
$826K +$154K +3,700 +23%
SIM
95
SummerHaven Investment Management
Connecticut
$812K +$16.3K +392 +2%
SOADOR
96
State of Alaska Department of Revenue
Alaska
$782K -$48.8K -1,177 -6%
SDIC
97
South Dakota Investment Council
South Dakota
$767K – – –
CAG
98
Csenge Advisory Group
Florida
$738K -$61.3K -1,477 -8%
SG Americas Securities
99
SG Americas Securities
New York
$707K +$707K +17,038 New
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$688K +$116K +2,802 +20%
2 3
4
5 6