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Pathward Financial
CASH

Overview Fund Activity

181 hedge funds and large institutions have $988M invested in Pathward Financial in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 77 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
-4
Holders Change %
-2.16%
% of All Funds
2.92%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
26
Increased
46
Reduced
77
Closed
27
Calls
$3.89M
Puts
$1.31M
Net Calls
+$2.58M
Net Calls Change
+$2.92M

Top Buyers

1
AFCM
1
Alta Fox Capital Management
Texas
$32.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$6.83M
3
Goldman Sachs
3
Goldman Sachs
New York
$45.8M
4
HIM
4
Hillsdale Investment Management
Ontario, Canada
$3.69M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$3.2M

Top Sellers

1
PFA
1
Pure Financial Advisors
California
$0
2
AAM
2
Austin Asset Management
Texas
$29.7M
3
UBS AM
3
UBS AM
Illinois
$0
4
BlackRock
4
BlackRock
New York
$178M
5
State Street
5
State Street
Massachusetts
$52.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$593K -$43K -998 -7%
LSERS
102
Louisiana State Employees Retirement System
Louisiana
$590K -$8.61K -200 -1%
AB
103
Amalgamated Bank
New York
$577K -$3.53K -82 -0.6%
SPC
104
Sigma Planning Corp
Michigan
$560K -$431 -10 -0.1%
Mirae Asset Global Investments
105
Mirae Asset Global Investments
South Korea
$541K – – –
MAM
106
Meeder Asset Management
Ohio
$538K +$16.5K +383 +3%
SEI Investments
107
SEI Investments
Pennsylvania
$532K -$40.3K -937 -7%
MSRPS
108
Maryland State Retirement & Pension System
Maryland
$510K +$510K +11,850 New
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$495K +$214K +4,963 +76%
VOYA Investment Management
110
VOYA Investment Management
Georgia
$489K – – –
Stifel Financial
111
Stifel Financial
Missouri
$488K -$11.2K -259 -2%
Manulife (Manufacturers Life Insurance)
112
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$487K -$10.3K -239 -2%
AWM
113
AE Wealth Management
Kansas
$483K +$93.4K +2,169 +24%
State Board of Administration of Florida Retirement System
114
State Board of Administration of Florida Retirement System
Florida
$472K – – –
Janus Henderson Group
115
Janus Henderson Group
United Kingdom
$464K -$543K -12,609 -54%
VVP
116
Venture Visionary Partners
Ohio
$461K – – –
NYLIM
117
New York Life Investment Management
New York
$445K +$50.2K +1,165 +13%
TFA
118
Teamwork Financial Advisors
Texas
$443K +$95.3K +2,213 +27%
OPERF
119
Oregon Public Employees Retirement Fund
Oregon
$412K -$3.23K -75 -0.8%
EMFAT
120
Emerald Mutual Fund Advisers Trust
Pennsylvania
$408K – – –
Rafferty Asset Management
121
Rafferty Asset Management
New York
$399K -$292K -6,790 -42%
TRSOTSOK
122
Teachers Retirement System of the State of Kentucky
Kentucky
$383K -$83.2K -1,933 -18%
HighTower Advisors
123
HighTower Advisors
Illinois
$382K +$382K +8,866 New
ASRS
124
Arizona State Retirement System
Arizona
$353K +$9.39K +218 +3%
Jane Street
125
Jane Street
New York
$342K -$168K -3,897 -33%
3 4
5
6 7