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Pathward Financial
CASH

Overview Fund Activity

152 hedge funds and large institutions have $614M invested in Pathward Financial in 2017 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 47 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+10
Holders Change %
+7.04%
% of All Funds
3.8%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.17%
New
25
Increased
55
Reduced
47
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NC
1
Northpointe Capital
Michigan
$6.38M
2
PGC
2
Pacific Grove Capital
California
$9.36M
3
PFMOSF
3
Philadelphia Financial Management of San Francisco
California
$3.81M
4
Millennium Management
4
Millennium Management
New York
$4.92M
5
DCM
5
Driehaus Capital Management
Illinois
$3.21M

Top Sellers

1
SCC
1
Second Curve Capital
Pennsylvania
$27.5M
2
EC
2
EJF Capital
Virginia
$8.9M
3
PI
3
Putnam Investments
Massachusetts
$3.15M
4
Credit Agricole
4
Credit Agricole
France
$9.89M
5
Invesco
5
Invesco
Georgia
$2.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
126
Legal & General Group
United Kingdom
$186K +$11.5K +390 +7%
Victory Capital Management
127
Victory Capital Management
Texas
$161K +$38.3K +1,290 +31%
SG Americas Securities
128
SG Americas Securities
New York
$112K +$112K +3,774 New
UBS Group
129
UBS Group
Switzerland
$94K – – –
BNP Paribas Financial Markets
130
BNP Paribas Financial Markets
France
$82.8K +$80.2K +2,703 +3,107%
Canada Life
131
Canada Life
Manitoba, Canada
$80K – – –
AIP
132
Ameritas Investment Partners
Nebraska
$70K +$13K +438 +23%
LTFS
133
Ladenburg Thalmann Financial Services
Florida
$63K – – –
New York State Teachers Retirement System (NYSTRS)
134
New York State Teachers Retirement System (NYSTRS)
New York
$62K – – –
OAM
135
Oppenheimer Asset Management
New York
$58K – – –
Envestnet Asset Management
136
Envestnet Asset Management
Illinois
$53K +$12.2K +411 +30%
SPIA
137
Steward Partners Investment Advisory
New York
$43K +$43K +1,461 New
Zurich Cantonal Bank
138
Zurich Cantonal Bank
Switzerland
$42K – – –
US Bancorp
139
US Bancorp
Minnesota
$40K +$7.15K +243 +22%
AIM
140
Acrospire Investment Management
Illinois
$37K +$37K +1,242 New
WAS
141
Winch Advisory Services
Wisconsin
$31K +$31K +92,040 New
Barclays
142
Barclays
United Kingdom
$23K -$386K -12,639 -94%
Royal Bank of Canada
143
Royal Bank of Canada
Ontario, Canada
$23K -$12.6K -423 -35%
DADC
144
D.A. Davidson & Co
Montana
$20K +$1.57K +54 +8%
FPB
145
First PREMIER Bank
South Dakota
$9K – – –
Nisa Investment Advisors
146
Nisa Investment Advisors
Missouri
$7K – – –
RWA
147
Ropes Wealth Advisors
Massachusetts
$6K – – –
FHA
148
First Horizon Advisors
Tennessee
$4K +$133 +6 +3%
Creative Planning
149
Creative Planning
Kansas
$4K +$3.81K +120 +2,000%
MCM
150
MV Capital Management
Maryland
$3K – – –
3 4 5
6
7