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Pathward Financial
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Overview Fund Activity

205 hedge funds and large institutions have $1.13B invested in Pathward Financial in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 87 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+13
Holders Change %
+6.77%
% of All Funds
3.27%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
28
Increased
61
Reduced
87
Closed
14
Calls
$687K
Puts
$820K
Net Calls
-$133K
Net Calls Change
-$601K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$69.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$23.5M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$10.8M
4
MAP
4
Moody Aldrich Partners
Massachusetts
$4.16M
5
Stifel Financial
5
Stifel Financial
Missouri
$4.52M

Top Sellers

1
AAM
1
Austin Asset Management
Texas
$17.2M
2
Man Group
2
Man Group
United Kingdom
$7.29M
3
ACM
3
Ararat Capital Management
Connecticut
$0
4
NCM
4
Nantahala Capital Management
Connecticut
$56.9M
5
AFCM
5
Alta Fox Capital Management
Texas
$8.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
WG
76
Winton Group
United Kingdom
$1.33M +$1.33M +28,820 New
New York State Teachers Retirement System (NYSTRS)
77
New York State Teachers Retirement System (NYSTRS)
New York
$1.28M -$34.3K -745 -3%
Janus Henderson Group
78
Janus Henderson Group
United Kingdom
$1.27M +$5.25K +114 +0.4%
PRCP
79
Pacific Ridge Capital Partners
Oregon
$1.27M -$3.23K -70 -0.3%
Balyasny Asset Management
80
Balyasny Asset Management
Illinois
$1.2M -$84.3K -1,828 -7%
Bank of America
81
Bank of America
North Carolina
$1.16M +$86.8K +1,884 +8%
TAM
82
Tealwood Asset Management
Minnesota
$1.16M -$22K -478 -2%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$1.11M -$80.9K -1,755 -7%
Citigroup
84
Citigroup
New York
$1.1M -$849K -18,419 -43%
SCA
85
Sippican Capital Advisors
Massachusetts
$1.1M -$2.54K -55 -0.2%
Jane Street
86
Jane Street
New York
$1.04M -$609K -13,206 -37%
LWM
87
Lodestone Wealth Management
Washington
$1.04M – – –
TPSF
88
Texas Permanent School Fund
Texas
$1.03M -$65.6K -1,423 -6%
Ohio Public Employees Retirement System (OPERS)
89
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.01M -$232K -5,026 -19%
Skandinaviska Enskilda Banken (SEB)
90
Skandinaviska Enskilda Banken (SEB)
Sweden
$968K +$968K +21,000 New
JCIA
91
Jackson Creek Investment Advisors
Colorado
$967K -$783 -17 -0.1%
Qube Research & Technologies (QRT)
92
Qube Research & Technologies (QRT)
United Kingdom
$961K +$961K +20,848 New
ECM
93
ExodusPoint Capital Management
New York
$875K +$662K +14,363 +311%
Citadel Advisors
94
Citadel Advisors
Florida
$873K +$583K +12,647 +201%
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$836K -$223K -4,838 -21%
HF
96
HRT Financial
New York
$827K -$460K -9,995 -36%
COPPSERS
97
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$808K -$594K -12,889 -42%
Teacher Retirement System of Texas
98
Teacher Retirement System of Texas
Texas
$768K +$159K +3,442 +26%
SG Americas Securities
99
SG Americas Securities
New York
$766K +$766K +16,617 New
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$764K +$92 +2 +0%
2 3
4
5 6