CASH icon

Pathward Financial
CASH

Overview Fund Activity

218 hedge funds and large institutions have $1.3B invested in Pathward Financial in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 78 increasing their positions, 75 reducing their positions, and 16 closing their positions.

Holders
218
Holders Change
+13
Holders Change %
+6.34%
% of All Funds
3.2%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
31
Increased
78
Reduced
75
Closed
16
Calls
$2.67M
Puts
$1.92M
Net Calls
+$752K
Net Calls Change
+$885K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$92.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$40.2M
3
GIM
3
Greenwich Investment Management
Connecticut
$6.86M
4
Man Group
4
Man Group
United Kingdom
$4.4M
5
Goldman Sachs
5
Goldman Sachs
New York
$83.8M

Top Sellers

1
AAM
1
Austin Asset Management
Texas
$19.1M
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$6.09M
3
PCM
3
Philosophy Capital Management
California
$23.2M
4
FI
4
Financial Insights
Washington
$0
5
NCM
5
Nantahala Capital Management
Connecticut
$56.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janus Henderson Group
76
Janus Henderson Group
United Kingdom
$1.55M +$88.5K +1,671 +6%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$1.47M -$108K -2,031 -7%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$1.46M -$5.29K -100 -0.4%
PRCP
79
Pacific Ridge Capital Partners
Oregon
$1.46M – – –
Russell Investments Group
80
Russell Investments Group
United Kingdom
$1.39M -$814K -15,384 -37%
Skandinaviska Enskilda Banken (SEB)
81
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.36M +$249K +4,700 +22%
Teacher Retirement System of Texas
82
Teacher Retirement System of Texas
Texas
$1.3M +$420K +7,934 +48%
TAM
83
Tealwood Asset Management
Minnesota
$1.3M -$36.1K -681 -3%
SGI
84
Summit Global Investments
Utah
$1.29M +$1.29M +24,415 New
CS
85
Credit Suisse
Switzerland
$1.25M -$279K -5,264 -18%
SCA
86
Sippican Capital Advisors
Massachusetts
$1.25M -$7.94K -150 -0.6%
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$1.24M -$34.9K -659 -3%
LWM
88
Lodestone Wealth Management
Washington
$1.22M -$1.42K -4 -0.1%
HF
89
HRT Financial
New York
$1.2M +$254K +4,800 +27%
TPSF
90
Texas Permanent School Fund
Texas
$1.2M +$18.3K +346 +2%
Assenagon Asset Management
91
Assenagon Asset Management
Luxembourg
$1.17M -$6.34M -119,865 -84%
Two Sigma Advisers
92
Two Sigma Advisers
New York
$1.14M -$498K -9,400 -30%
HSBC Holdings
93
HSBC Holdings
United Kingdom
$1.11M +$1.11M +20,643 New
JCIA
94
Jackson Creek Investment Advisors
Colorado
$1.11M – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
95
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.11M -$8.84M -167,000 -89%
TI
96
Trexquant Investment
Connecticut
$1.06M +$342K +6,457 +48%
OAC
97
OMERS Administration Corp
Ontario, Canada
$1.06M +$1.06M +20,000 New
SEI Investments
98
SEI Investments
Pennsylvania
$1.05M +$351K +6,635 +50%
MAM
99
Martingale Asset Management
Massachusetts
$994K +$994K +18,788 New
Balyasny Asset Management
100
Balyasny Asset Management
Illinois
$983K -$400K -7,563 -29%
2 3
4
5 6