CASH icon

Pathward Financial
CASH

Overview Fund Activity

147 hedge funds and large institutions have $575M invested in Pathward Financial in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 48 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
-5
Holders Change %
-3.29%
% of All Funds
3.67%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
28
Increased
52
Reduced
48
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$90M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$16.9M
3
SCC
3
Second Curve Capital
Pennsylvania
$33.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$36.7M
5
AC
5
Ascend Capital
California
$6.12M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$7.51M
3
Credit Agricole
3
Credit Agricole
France
$1.45M
4
CAM
4
ClariVest Asset Management
California
$0
5
GIM
5
Granahan Investment Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
126
Laird Norton Wetherby Wealth Management
California
$109K +$109K +326,076 New
Royal Bank of Canada
127
Royal Bank of Canada
Ontario, Canada
$100K +$79.9K +3,057 +396%
PI
128
PineBridge Investments
New York
$85K +$85K +3,258 New
PAM
129
Panagora Asset Management
Massachusetts
$72K -$2.8M -107,325 -97%
QT
130
Quantbot Technologies
New York
$59K +$59K +2,292 New
AIP
131
Ameritas Investment Partners
Nebraska
$55K – – –
OAM
132
Oppenheimer Asset Management
New York
$50K -$1.58K -60 -3%
SPIA
133
Steward Partners Investment Advisory
New York
$38K – – –
Zurich Cantonal Bank
134
Zurich Cantonal Bank
Switzerland
$37K – – –
US Bancorp
135
US Bancorp
Minnesota
$37K +$1.94K +75 +6%
Envestnet Asset Management
136
Envestnet Asset Management
Illinois
$22K -$24.3K -936 -53%
LTFS
137
Ladenburg Thalmann Financial Services
Florida
$20K -$34.6K -1,350 -63%
WTB
138
Washington Trust Bank
Washington
$16K +$16K +600 New
Victory Capital Management
139
Victory Capital Management
Texas
$15K -$128K -4,851 -90%
VFA
140
Valeo Financial Advisors
Indiana
$8K +$8K +300 New
Nisa Investment Advisors
141
Nisa Investment Advisors
Missouri
$6K – – –
FHA
142
First Horizon Advisors
Tennessee
$4K – – –
MCM
143
MV Capital Management
Maryland
$3K – – –
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$2K -$2.15M -80,787 -100%
HR
145
Howe & Rusling
New York
$2K – – –
YWP
146
YorkBridge Wealth Partners
New York
$1K – – –
Financial Engines Advisors
147
Financial Engines Advisors
California
$1K +$1K +51 New
Wellington Management Group
148
Wellington Management Group
Massachusetts
– -$11.8M -398,571 Closed
CAM
149
ClariVest Asset Management
California
– -$5.76M -193,953 Closed
GIM
150
Granahan Investment Management
Massachusetts
– -$5.57M -187,662 Closed
4 5
6
7 8