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Pathward Financial
CASH

Overview Fund Activity

155 hedge funds and large institutions have $902M invested in Pathward Financial in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 43 increasing their positions, 63 reducing their positions, and 18 closing their positions.

Holders
155
Holders Change
+11
Holders Change %
+7.64%
% of All Funds
2.75%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.18%
New
30
Increased
43
Reduced
63
Closed
18
Calls
$256K
Puts
$549K
Net Calls
-$293K
Net Calls Change
-$3.1M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$18.9M
2
DCM
2
Driehaus Capital Management
Illinois
$10.9M
3
Deutsche Bank
3
Deutsche Bank
Germany
$6.97M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$16.7M
5
SCC
5
Second Curve Capital
Pennsylvania
$2.56M

Top Sellers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$74K
2
PFP
2
Patriot Financial Partners
Pennsylvania
$34M
3
CWM
3
Cranbrook Wealth Management
Michigan
$11.2M
4
NCM
4
Nantahala Capital Management
Connecticut
$56.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.91M
Name Market Value Shares Shares
Change 		Shares
Change %
OPERF
101
Oregon Public Employees Retirement Fund
Oregon
$509K 13,915 +832 +6%
CHAM
102
Clear Harbor Asset Management
Connecticut
$501K 13,705 -2,310 -14%
SM
103
SG3 Management
Puerto Rico
$489K 13,372 +13,372 New
First Trust Advisors
104
First Trust Advisors
Illinois
$484K 13,227 -11,575 -47%
RJFSA
105
Raymond James Financial Services Advisors
Florida
$463K 12,674 +12,674 New
MSA
106
Mason Street Advisors
Wisconsin
$456K 12,473 -519 -4%
GC
107
Guggenheim Capital
Illinois
$434K 11,876 +273 +2%
State Board of Administration of Florida Retirement System
108
State Board of Administration of Florida Retirement System
Florida
$424K 11,604 -460 -4%
FP
109
Foundry Partners
Minnesota
$423K 11,580 +525 +5%
MFIM
110
Mesirow Financial Investment Management
Illinois
$399K 10,908 -5,181 -32%
Squarepoint
111
Squarepoint
New York
$391K 10,692 +10,692 New
MLICM
112
Metropolitan Life Insurance Company (MetLife)
New York
$378K 10,329 – –
TRSOTSOK
113
Teachers Retirement System of the State of Kentucky
Kentucky
$377K 10,305 – –
Stifel Financial
114
Stifel Financial
Missouri
$373K 10,201 -2,108 -17%
MA
115
Mutual Advisors
Nebraska
$372K 10,178 +10,178 New
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$358K 9,287 +6,291 +210%
BBHC
117
Brown Brothers Harriman & Co
New York
$332K 9,070 +2,652 +41%
ASRS
118
Arizona State Retirement System
Arizona
$331K 9,043 +9,043 New
ProShare Advisors
119
ProShare Advisors
Maryland
$293K 8,021 +8,021 New
SPIA
120
Steward Partners Investment Advisory
New York
$289K 7,900 +900 +13%
AI
121
Atom Investors
Texas
$286K 7,811 +7,811 New
Millennium Management
122
Millennium Management
New York
$286K 7,812 +7,812 New
ECM
123
Everence Capital Management
Indiana
$247K 6,750 +6,750 New
RJA
124
Raymond James & Associates
Florida
$244K 6,661 +6,661 New
Los Angeles Capital Management
125
Los Angeles Capital Management
California
$241K 6,595 +6,595 New
3 4
5
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