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Pathward Financial
CASH

Overview Fund Activity

163 hedge funds and large institutions have $1.13B invested in Pathward Financial in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 75 reducing their positions, and 15 closing their positions.

Holders
163
Holders Change
+8
Holders Change %
+5.16%
% of All Funds
2.87%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
23
Increased
43
Reduced
75
Closed
15
Calls
$3.21M
Puts
$793K
Net Calls
+$2.42M
Net Calls Change
+$2.71M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$61.3M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$14.4M
3
DCM
3
Driehaus Capital Management
Illinois
$20.8M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$8.88M
5
Invesco
5
Invesco
Georgia
$10.4M

Top Sellers

1
NCM
1
Nantahala Capital Management
Connecticut
$44.8M
2
PFP
2
Patriot Financial Partners
Pennsylvania
$33.1M
3
CWM
3
Cranbrook Wealth Management
Michigan
$7.74M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$10.7M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCP
101
Clarkston Capital Partners
Michigan
$677K -$137K -3,018 -17%
LSERS
102
Louisiana State Employees Retirement System
Louisiana
$666K -$31.7K -700 -5%
TD Asset Management
103
TD Asset Management
Ontario, Canada
$657K +$657K +14,500 New
OPERF
104
Oregon Public Employees Retirement Fund
Oregon
$625K -$5.3K -117 -0.8%
VOYA Investment Management
105
VOYA Investment Management
Georgia
$620K -$47.4K -1,047 -7%
CHAM
106
Clear Harbor Asset Management
Connecticut
$599K -$22K -485 -4%
RJA
107
Raymond James & Associates
Florida
$572K +$270K +5,952 +89%
ETC
108
Exchange Traded Concepts
Oklahoma
$561K -$225K -4,967 -29%
MIM
109
MetLife Investment Management
New Jersey
$543K -$112K -2,474 -17%
KBC Group
110
KBC Group
Belgium
$542K – – –
State Board of Administration of Florida Retirement System
111
State Board of Administration of Florida Retirement System
Florida
$526K – – –
FP
112
Foundry Partners
Minnesota
$525K – – –
MFIM
113
Mesirow Financial Investment Management
Illinois
$481K -$12.8K -282 -3%
Squarepoint
114
Squarepoint
New York
$477K -$7.29K -161 -2%
Stifel Financial
115
Stifel Financial
Missouri
$468K +$5.76K +127 +1%
TRSOTSOK
116
Teachers Retirement System of the State of Kentucky
Kentucky
$467K – – –
MA
117
Mutual Advisors
Nebraska
$461K – – –
SPIA
118
Steward Partners Investment Advisory
New York
$452K +$94K +2,075 +26%
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$431K -$1.63K -35 -0.4%
ProShare Advisors
120
ProShare Advisors
Maryland
$419K +$55.7K +1,231 +15%
CCIA
121
Campbell & Co Investment Adviser
Maryland
$417K +$417K +9,200 New
ASRS
122
Arizona State Retirement System
Arizona
$408K -$1.86K -41 -0.5%
MLICM
123
Metropolitan Life Insurance Company (MetLife)
New York
$379K -$88.7K -1,958 -19%
ECM
124
ExodusPoint Capital Management
New York
$373K +$373K +8,229 New
AA
125
ALPS Advisors
Colorado
$339K -$307K -6,779 -48%
3 4
5
6 7