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Pathward Financial
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Overview Fund Activity

229 hedge funds and large institutions have $1.31B invested in Pathward Financial in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 86 reducing their positions, and 30 closing their positions.

Holders
229
Holders Change
–
Holders Change %
0%
% of All Funds
3.33%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
33
Increased
77
Reduced
86
Closed
30
Calls
$1.32M
Puts
$300K
Net Calls
+$1.02M
Net Calls Change
-$350K

Top Buyers

1
AFCM
1
Alta Fox Capital Management
Texas
$19.6M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$12.4M
3
FMI
3
F/M Investments
District of Columbia
$10.8M
4
Invesco
4
Invesco
Georgia
$15.4M
5
UBS AM
5
UBS AM
Illinois
$20M

Top Sellers

1
NCM
1
Nantahala Capital Management
Connecticut
$30.6M
2
EIP
2
Epoch Investment Partners
New York
$2.77M
3
Goldman Sachs
3
Goldman Sachs
New York
$28.2M
4
BlackRock
4
BlackRock
New York
$207M
5
Public Sector Pension Investment Board (PSP Investments)
5
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.9M
Name Market Value Shares Shares
Change 		Shares
Change %
ECM
101
ExodusPoint Capital Management
New York
$894K 15,795 -21,235 -57%
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$852K 15,056 -36 -0.2%
SOADOR
103
State of Alaska Department of Revenue
Alaska
$839K 14,838 -721 -5%
CF
104
Corebridge Financial
Texas
$838K 14,809 +14,809 New
SIM
105
SummerHaven Investment Management
Connecticut
$833K 14,728 +288 +2%
Ensign Peak Advisors
106
Ensign Peak Advisors
Utah
$833K 14,718 – –
MIM
107
MetLife Investment Management
New Jersey
$810K 14,316 +1,425 +11%
CG
108
Cynosure Group
Utah
$800K 14,134 +1,088 +8%
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
$788K 13,934 +1,337 +11%
Envestnet Asset Management
110
Envestnet Asset Management
Illinois
$773K 13,671 +1,489 +12%
IMRF
111
Illinois Municipal Retirement Fund
Illinois
$772K 13,641 -1,259 -8%
Mirae Asset Global ETFs Holdings
112
Mirae Asset Global ETFs Holdings
Hong Kong
$736K 13,016 +13,016 New
Manulife (Manufacturers Life Insurance)
113
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$724K 12,803 +315 +3%
LSERS
114
Louisiana State Employees Retirement System
Louisiana
$718K 12,700 +100 +0.8%
RA
115
Royce & Associates
New York
$714K 12,614 +5,039 +67%
TD Asset Management
116
TD Asset Management
Ontario, Canada
$707K 12,500 -2,400 -16%
State of Tennessee, Department of Treasury
117
State of Tennessee, Department of Treasury
Tennessee
$695K 12,292 +4,786 +64%
GT
118
Glenmede Trust
Pennsylvania
$680K 12,016 +158 +1%
UCFA
119
United Capital Financial Advisors
Texas
$680K 12,014 -3 -0%
Deutsche Bank
120
Deutsche Bank
Germany
$646K 11,413 -1,884 -14%
SEI Investments
121
SEI Investments
Pennsylvania
$633K 11,185 -4,430 -28%
Lazard Asset Management
122
Lazard Asset Management
New York
$624K 11,051 +4,801 +77%
IIM
123
INTECH Investment Management
Florida
$615K 10,874 +10,874 New
Comerica Bank
124
Comerica Bank
Texas
$612K 10,820 -30,268 -74%
Wells Fargo
125
Wells Fargo
California
$612K 10,816 +1,414 +15%
3 4
5
6 7