CASH icon

Pathward Financial
CASH

Overview Fund Activity

185 hedge funds and large institutions have $1.3B invested in Pathward Financial in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 50 increasing their positions, 76 reducing their positions, and 13 closing their positions.

Holders
185
Holders Change
+22
Holders Change %
+13.5%
% of All Funds
3.23%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
35
Increased
50
Reduced
76
Closed
13
Calls
$6.11M
Puts
$1.58M
Net Calls
+$4.52M
Net Calls Change
+$2.11M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$123M
2
EIP
2
Epoch Investment Partners
New York
$15.8M
3
SG Americas Securities
3
SG Americas Securities
New York
$8.87M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$6.81M
5
KCM
5
Kennedy Capital Management
Missouri
$5.24M

Top Sellers

1
ZCM
1
Ziegler Capital Management
Illinois
$12.5M
2
PFP
2
Patriot Financial Partners
Pennsylvania
$22.1M
3
BEP
3
Brookside Equity Partners
Connecticut
$12.1M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$77.3M
5
MCM
5
Maltese Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$798K 15,753 -201 -1%
WS
102
Wedbush Securities
California
$796K 15,722 +15,722 New
GC
103
Guggenheim Capital
Illinois
$793K 15,661 +520 +3%
Assenagon Asset Management
104
Assenagon Asset Management
Luxembourg
$768K 15,160 +15,160 New
VVP
105
Venture Visionary Partners
Ohio
$754K 14,900 -2,500 -14%
Tudor Investment Corp
106
Tudor Investment Corp
Connecticut
$735K 14,511 +14,511 New
LSERS
107
Louisiana State Employees Retirement System
Louisiana
$729K 14,400 -300 -2%
FFM
108
Fullerton Fund Management
Singapore
$679K 13,406 -2,655 -17%
CHAM
109
Clear Harbor Asset Management
Connecticut
$669K 13,220 – –
OPERF
110
Oregon Public Employees Retirement Fund
Oregon
$666K 13,155 -643 -5%
VOYA Investment Management
111
VOYA Investment Management
Georgia
$655K 12,946 -737 -5%
MIM
112
MetLife Investment Management
New Jersey
$607K 11,990 – –
KBC Group
113
KBC Group
Belgium
$606K 11,960 – –
HW
114
Hancock Whitney
Mississippi
$588K 11,624 -6,604 -36%
State Board of Administration of Florida Retirement System
115
State Board of Administration of Florida Retirement System
Florida
$588K 11,604 – –
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$584K 11,246 +1,994 +22%
State of Tennessee, Department of Treasury
117
State of Tennessee, Department of Treasury
Tennessee
$582K 11,495 -11,111 -49%
Los Angeles Capital Management
118
Los Angeles Capital Management
California
$582K 11,500 +11,500 New
EGM
119
Engineers Gate Manager
New York
$555K 10,968 -5,328 -33%
CCP
120
Clarkston Capital Partners
Michigan
$554K 10,947 -4,000 -27%
FP
121
Foundry Partners
Minnesota
$548K 10,825 -755 -7%
MFIM
122
Mesirow Financial Investment Management
Illinois
$540K 10,668 +42 +0.4%
Handelsbanken Fonder
123
Handelsbanken Fonder
Sweden
$537K 10,600 +10,600 New
TRSOTSOK
124
Teachers Retirement System of the State of Kentucky
Kentucky
$522K 10,305 – –
YMRC
125
Yorktown Management & Research Company
Virginia
$506K 10,000 +10,000 New
3 4
5
6 7