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Pathward Financial
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Overview Fund Activity

229 hedge funds and large institutions have $1.19B invested in Pathward Financial in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 60 increasing their positions, 99 reducing their positions, and 20 closing their positions.

Holders
229
Holders Change
+11
Holders Change %
+5.05%
% of All Funds
3.32%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
33
Increased
60
Reduced
99
Closed
20
Calls
$4.02M
Puts
$2.65M
Net Calls
+$1.37M
Net Calls Change
+$621K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$17.8M
2
ZCM
2
Ziegler Capital Management
Illinois
$10.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$93.8M
4
Millennium Management
4
Millennium Management
New York
$7.03M
5
American Century Companies
5
American Century Companies
Missouri
$21.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$34.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$17.1M
3
AAM
3
Austin Asset Management
Texas
$15.6M
4
GIM
4
Greenwich Investment Management
Connecticut
$0
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Boston Partners
101
Boston Partners
Massachusetts
$827K +$827K +16,392 New
Tudor Investment Corp
102
Tudor Investment Corp
Connecticut
$790K +$376K +7,446 +91%
SEI Investments
103
SEI Investments
Pennsylvania
$788K -$214K -4,240 -21%
SOADOR
104
State of Alaska Department of Revenue
Alaska
$785K -$27.7K -550 -3%
QT
105
Quantbot Technologies
New York
$767K +$738K +14,610 +2,493%
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$762K +$298K +5,912 +64%
TD Asset Management
107
TD Asset Management
Ontario, Canada
$752K +$35.3K +700 +5%
IMRF
108
Illinois Municipal Retirement Fund
Illinois
$752K +$10.7K +212 +1%
Ensign Peak Advisors
109
Ensign Peak Advisors
Utah
$743K -$37.5K -742 -5%
Squarepoint
110
Squarepoint
New York
$739K -$1.56M -30,892 -68%
SIM
111
SummerHaven Investment Management
Connecticut
$729K +$9.14K +181 +1%
AIG
112
American International Group
New York
$709K -$7.93K -157 -1%
Deutsche Bank
113
Deutsche Bank
Germany
$671K -$61.9K -1,227 -8%
CG
114
Cynosure Group
Utah
$659K +$659K +13,046 New
CCIA
115
Campbell & Co Investment Adviser
Maryland
$655K -$1.19M -23,531 -64%
BFM
116
Boothbay Fund Management
New York
$654K +$654K +12,949 New
MIM
117
MetLife Investment Management
New Jersey
$651K -$43.3K -858 -6%
LSERS
118
Louisiana State Employees Retirement System
Louisiana
$636K -$25.2K -500 -4%
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$636K -$1.46M -28,928 -70%
Manulife (Manufacturers Life Insurance)
120
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$630K -$1.51K -30 -0.2%
Envestnet Asset Management
121
Envestnet Asset Management
Illinois
$615K -$171K -3,391 -22%
UCFA
122
United Capital Financial Advisors
Texas
$607K – – –
GT
123
Glenmede Trust
Pennsylvania
$599K -$147K -2,921 -20%
YCM
124
Yousif Capital Management
Michigan
$585K -$133K -2,643 -19%
BF
125
BOK Financial
Oklahoma
$566K +$322K +6,423 +132%
3 4
5
6 7