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Pathward Financial
CASH

Overview Fund Activity

185 hedge funds and large institutions have $893M invested in Pathward Financial in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 66 increasing their positions, 65 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
-7
Holders Change %
-3.65%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
27
Increased
66
Reduced
65
Closed
33
Calls
$1.54M
Puts
$1.87M
Net Calls
-$336K
Net Calls Change
+$522K

Top Buyers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$13.2M
2
NCM
2
Nantahala Capital Management
Connecticut
$43.8M
3
PCM
3
Philosophy Capital Management
California
$15.4M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$19.6M
5
EIP
5
Epoch Investment Partners
New York
$26.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$40.8M
2
AAM
2
Austin Asset Management
Texas
$30.1M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$0
4
PFA
4
Pure Financial Advisors
California
$49.6M
5
SAM
5
Silvercrest Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
101
STRS Ohio
Ohio
$537K +$537K +16,300 New
State of Tennessee, Department of Treasury
102
State of Tennessee, Department of Treasury
Tennessee
$533K -$512K -15,518 -49%
Rafferty Asset Management
103
Rafferty Asset Management
New York
$530K -$128K -3,868 -19%
AIG
104
American International Group
New York
$519K +$132 +4 +0%
Ensign Peak Advisors
105
Ensign Peak Advisors
Utah
$488K – – –
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$487K +$3.66K +111 +0.8%
Teacher Retirement System of Texas
107
Teacher Retirement System of Texas
Texas
$478K +$478K +14,507 New
CCIA
108
Campbell & Co Investment Adviser
Maryland
$465K -$103K -3,135 -18%
LSERS
109
Louisiana State Employees Retirement System
Louisiana
$458K -$9.89K -300 -2%
GWM
110
Greenwich Wealth Management
Connecticut
$458K +$18.9K +139 +4%
CHAM
111
Clear Harbor Asset Management
Connecticut
$447K -$7.75K -235 -2%
AB
112
Amalgamated Bank
New York
$444K -$1.25K -38 -0.3%
SEI Investments
113
SEI Investments
Pennsylvania
$438K +$5.47K +166 +1%
SPC
114
Sigma Planning Corp
Michigan
$429K -$225K -6,823 -34%
CIC
115
Cornercap Investment Counsel
Georgia
$427K +$1.35K +41 +0.3%
Deutsche Bank
116
Deutsche Bank
Germany
$424K -$3.79M -114,901 -90%
Barclays
117
Barclays
United Kingdom
$415K -$211K -6,421 -34%
Mirae Asset Global Investments
118
Mirae Asset Global Investments
South Korea
$414K +$414K +12,570 New
MAM
119
Meeder Asset Management
Ohio
$399K +$129K +3,925 +48%
Jane Street
120
Jane Street
New York
$390K +$390K +11,852 New
Stifel Financial
121
Stifel Financial
Missouri
$382K +$50.4K +1,529 +15%
Manulife (Manufacturers Life Insurance)
122
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$381K -$14K -426 -4%
VOYA Investment Management
123
VOYA Investment Management
Georgia
$374K -$256K -7,762 -41%
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$373K -$114K -3,464 -23%
WG
125
Winton Group
United Kingdom
$368K +$105K +3,181 +40%
3 4
5
6 7