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Pathward Financial
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Overview Fund Activity

229 hedge funds and large institutions have $1.19B invested in Pathward Financial in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 60 increasing their positions, 99 reducing their positions, and 20 closing their positions.

Holders
229
Holders Change
+11
Holders Change %
+5.05%
% of All Funds
3.32%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
33
Increased
60
Reduced
99
Closed
20
Calls
$4.02M
Puts
$2.65M
Net Calls
+$1.37M
Net Calls Change
+$621K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$17.8M
2
ZCM
2
Ziegler Capital Management
Illinois
$10.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$93.8M
4
Millennium Management
4
Millennium Management
New York
$7.03M
5
American Century Companies
5
American Century Companies
Missouri
$21.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$34.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$17.1M
3
AAM
3
Austin Asset Management
Texas
$15.6M
4
GIM
4
Greenwich Investment Management
Connecticut
$0
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Teacher Retirement System of Texas
76
Teacher Retirement System of Texas
Texas
$1.64M +$399K +7,898 +32%
Man Group
77
Man Group
United Kingdom
$1.6M -$2.6M -51,575 -62%
Jane Street
78
Jane Street
New York
$1.57M -$610K -12,079 -28%
UBS Group
79
UBS Group
Switzerland
$1.52M -$221K -4,380 -13%
AllianceBernstein
80
AllianceBernstein
Tennessee
$1.44M -$351K -6,950 -20%
New York State Teachers Retirement System (NYSTRS)
81
New York State Teachers Retirement System (NYSTRS)
New York
$1.39M – – –
Janus Henderson Group
82
Janus Henderson Group
United Kingdom
$1.39M -$88.1K -1,746 -6%
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$1.33M +$716K +14,181 +117%
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$1.31M -$84.5K -1,674 -6%
MAM
85
Martingale Asset Management
Massachusetts
$1.31M +$364K +7,209 +38%
CS
86
Credit Suisse
Switzerland
$1.23M +$40.5K +803 +3%
TAM
87
Tealwood Asset Management
Minnesota
$1.22M -$13.1K -259 -1%
HF
88
HRT Financial
New York
$1.16M +$14.9K +295 +1%
TPSF
89
Texas Permanent School Fund
Texas
$1.13M -$15.6K -310 -1%
SCA
90
Sippican Capital Advisors
Massachusetts
$1.13M -$67.1K -1,330 -6%
Marshall Wace
91
Marshall Wace
United Kingdom
$1.11M +$630K +12,486 +130%
PRCP
92
Pacific Ridge Capital Partners
Oregon
$1.1M -$286K -5,675 -21%
SFI
93
Susquehanna Fundamental Investments
Pennsylvania
$1.09M +$1.09M +21,531 New
JCIA
94
Jackson Creek Investment Advisors
Colorado
$1.06M -$2.12K -42 -0.2%
SCM
95
Semanteon Capital Management
Massachusetts
$1.05M +$1.05M +20,798 New
Russell Investments Group
96
Russell Investments Group
United Kingdom
$978K -$346K -6,848 -26%
EGM
97
Engineers Gate Manager
New York
$932K +$532K +10,530 +133%
CSA
98
Cottage Street Advisors
Massachusetts
$929K -$97.1K -200 -9%
Axa
99
Axa
France
$858K – – –
EMFAT
100
Emerald Mutual Fund Advisers Trust
Pennsylvania
$837K – – –
2 3
4
5 6