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Pathward Financial

151 hedge funds and large institutions have $682M invested in Pathward Financial in 2016 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 54 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+28
Holders Change %
+22.76%
% of All Funds
3.78%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
43
Increased
54
Reduced
43
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
QI
126
QS Investors
New York
$124K +$123K +3,600 +15,000%
Bank of America
127
Bank of America
North Carolina
$116K +$81K +2,370 +231%
AG
128
Advisor Group
Arizona
$112K +$96.8K +2,856 +639%
LTFS
129
Ladenburg Thalmann Financial Services
Florida
$103K +$103K +3,015 New
Canada Life
130
Canada Life
Manitoba, Canada
$93K
Barclays
131
Barclays
United Kingdom
$74K +$51.7K +1,497 +232%
New York State Teachers Retirement System (NYSTRS)
132
New York State Teachers Retirement System (NYSTRS)
New York
$72K
BNP Paribas Financial Markets
133
BNP Paribas Financial Markets
France
$66.5K +$10.5K +306 +19%
QT
134
Quantbot Technologies
New York
$58K +$58K +1,692 New
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$48K +$48K +1,413 New
Royal Bank of Canada
136
Royal Bank of Canada
Ontario, Canada
$47K +$25.6K +750 +120%
MFS
137
MSI Financial Services
Massachusetts
$45K -$15K -438 -25%
AIM
138
Acrospire Investment Management
Illinois
$33K -$62.5K -1,800 -65%
DADC
139
D.A. Davidson & Co
Montana
$21K
TRCT
140
Tower Research Capital (TRC)
New York
$20K +$20K +570 New
MA
141
MUFG Americas
New York
$19K +$1.52K +45 +9%
GWM
142
Geneos Wealth Management
Colorado
$17K +$17K +498 New
Nisa Investment Advisors
143
Nisa Investment Advisors
Missouri
$15K -$45K -1,350 -75%
FPB
144
First PREMIER Bank
South Dakota
$10K
RWA
145
Ropes Wealth Advisors
Massachusetts
$7K +$7K +210 New
ECM
146
Elgethun Capital Management
South Dakota
$4K +$4K +120 New
Envestnet Asset Management
147
Envestnet Asset Management
Illinois
$4K +$4K +129 New
FHA
148
First Horizon Advisors
Tennessee
$3K
MTIP
149
Magee Thomson Investment Partners
California
$1K -$692 -27 -41%
BFM
150
Boothbay Fund Management
New York
$302 +$302 +8,802 New