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Pathward Financial
CASH

Overview Fund Activity

205 hedge funds and large institutions have $1.13B invested in Pathward Financial in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 87 reducing their positions, and 14 closing their positions.

Holders
205
Holders Change
+13
Holders Change %
+6.77%
% of All Funds
3.27%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
28
Increased
61
Reduced
87
Closed
14
Calls
$687K
Puts
$820K
Net Calls
-$133K
Net Calls Change
-$601K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$69.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$23.5M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$10.8M
4
MAP
4
Moody Aldrich Partners
Massachusetts
$4.16M
5
Stifel Financial
5
Stifel Financial
Missouri
$4.52M

Top Sellers

1
Man Group
1
Man Group
United Kingdom
$7.29M
2
ACM
2
Ararat Capital Management
Connecticut
$0
3
NCM
3
Nantahala Capital Management
Connecticut
$56.9M
4
AFCM
4
Alta Fox Capital Management
Texas
$8.54M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$50.5M
Name Market Value Shares Shares
Change 		Shares
Change %
EMFAT
101
Emerald Mutual Fund Advisers Trust
Pennsylvania
$764K 16,572 +13,945 +531%
Squarepoint
102
Squarepoint
New York
$754K 16,366 +16,366 New
SOADOR
103
State of Alaska Department of Revenue
Alaska
$752K 16,329 -1,379 -8%
Axa
104
Axa
France
$728K 15,800 -1,200 -7%
IMRF
105
Illinois Municipal Retirement Fund
Illinois
$724K 15,705 +15,705 New
Ensign Peak Advisors
106
Ensign Peak Advisors
Utah
$713K 15,460 – –
Deutsche Bank
107
Deutsche Bank
Germany
$681K 14,775 -851 -5%
AIG
108
American International Group
New York
$677K 14,687 -32 -0.2%
MIM
109
MetLife Investment Management
New Jersey
$655K 14,201 – –
SIM
110
SummerHaven Investment Management
Connecticut
$648K 14,051 -2,582 -16%
CAG
111
Csenge Advisory Group
Florida
$637K 13,818 +14 +0.1%
Manulife (Manufacturers Life Insurance)
112
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$628K 13,616 +2,411 +22%
TI
113
Trexquant Investment
Connecticut
$625K 13,565 +13,565 New
LSERS
114
Louisiana State Employees Retirement System
Louisiana
$613K 13,300 -800 -6%
AG
115
Algert Global
California
$611K 13,254 -11,430 -46%
Franklin Resources
116
Franklin Resources
California
$610K 13,242 – –
SEI Investments
117
SEI Investments
Pennsylvania
$609K 13,220 +13,220 New
YCM
118
Yousif Capital Management
Michigan
$602K 13,057 -1,235 -9%
US Bancorp
119
US Bancorp
Minnesota
$593K 12,861 +12,861 New
Comerica Bank
120
Comerica Bank
Texas
$585K 12,687 +12,687 New
Mirae Asset Global Investments
121
Mirae Asset Global Investments
South Korea
$579K 12,570 – –
RJA
122
Raymond James & Associates
Florida
$569K 12,351 -1,597 -11%
TD Asset Management
123
TD Asset Management
Ontario, Canada
$567K 12,300 +6,300 +105%
UCFA
124
United Capital Financial Advisors
Texas
$553K 12,000 -2,000 -14%
UBS Group
125
UBS Group
Switzerland
$553K 11,995 -5,421 -31%
3 4
5
6 7