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Pathward Financial
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Overview Fund Activity

218 hedge funds and large institutions have $1.3B invested in Pathward Financial in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 78 increasing their positions, 75 reducing their positions, and 16 closing their positions.

Holders
218
Holders Change
+13
Holders Change %
+6.34%
% of All Funds
3.2%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
31
Increased
78
Reduced
75
Closed
16
Calls
$2.67M
Puts
$1.92M
Net Calls
+$752K
Net Calls Change
+$885K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$92.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$40.2M
3
GIM
3
Greenwich Investment Management
Connecticut
$6.86M
4
Man Group
4
Man Group
United Kingdom
$4.4M
5
Goldman Sachs
5
Goldman Sachs
New York
$83.8M

Top Sellers

1
AAM
1
Austin Asset Management
Texas
$19.1M
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$6.09M
3
PCM
3
Philosophy Capital Management
California
$23.2M
4
FI
4
Financial Insights
Washington
$0
5
NCM
5
Nantahala Capital Management
Connecticut
$56.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Axa
101
Axa
France
$900K +$63.5K +1,200 +8%
EMFAT
102
Emerald Mutual Fund Advisers Trust
Pennsylvania
$877K – – –
US Bancorp
103
US Bancorp
Minnesota
$864K +$184K +3,469 +27%
SOADOR
104
State of Alaska Department of Revenue
Alaska
$852K -$11.6K -220 -1%
GCP
105
GSA Capital Partners
United Kingdom
$835K +$835K +15,767 New
Envestnet Asset Management
106
Envestnet Asset Management
Illinois
$824K +$329K +6,213 +66%
Ensign Peak Advisors
107
Ensign Peak Advisors
Utah
$818K – – –
GT
108
Glenmede Trust
Pennsylvania
$782K +$226K +4,262 +41%
IMRF
109
Illinois Municipal Retirement Fund
Illinois
$777K -$53.8K -1,017 -6%
II
110
Inspire Investing
Idaho
$770K +$770K +14,547 New
Deutsche Bank
111
Deutsche Bank
Germany
$769K -$13.3K -251 -2%
SIM
112
SummerHaven Investment Management
Connecticut
$755K +$11K +208 +1%
YCM
113
Yousif Capital Management
Michigan
$753K +$61.8K +1,168 +9%
AIG
114
American International Group
New York
$752K -$25.7K -485 -3%
TD Asset Management
115
TD Asset Management
Ontario, Canada
$752K +$101K +1,900 +15%
CSA
116
Cottage Street Advisors
Massachusetts
$736K +$279K +800 +61%
CAG
117
Csenge Advisory Group
Florida
$732K +$847 +16 +0.1%
MIM
118
MetLife Investment Management
New Jersey
$728K -$23.9K -452 -3%
Franklin Resources
119
Franklin Resources
California
$701K – – –
LSERS
120
Louisiana State Employees Retirement System
Louisiana
$693K -$10.6K -200 -2%
Mirae Asset Global Investments
121
Mirae Asset Global Investments
South Korea
$665K – – –
Manulife (Manufacturers Life Insurance)
122
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$663K -$58.1K -1,098 -8%
A
123
AlphaQuest
New York
$659K +$659K +12,446 New
Royal Bank of Canada
124
Royal Bank of Canada
Ontario, Canada
$656K +$106K +1,996 +19%
BNP Paribas Financial Markets
125
BNP Paribas Financial Markets
France
$642K -$2.9M -54,804 -82%
3 4
5
6 7