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Pathward Financial
CASH

Overview Fund Activity

147 hedge funds and large institutions have $714M invested in Pathward Financial in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 53 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
–
Holders Change %
0%
% of All Funds
3.34%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
20
Increased
51
Reduced
53
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TCM
1
TimesSquare Capital Management
New York
$25.8M
2
NC
2
Northpointe Capital
Michigan
$17.1M
3
BCM
3
Basswood Capital Management
New York
$8.8M
4
American Century Companies
4
American Century Companies
Missouri
$6.41M
5
BlackRock
5
BlackRock
New York
$112M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$506K
2
SCC
2
Second Curve Capital
Pennsylvania
$32.3M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$4.52M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$14.7M
5
PGC
5
Pacific Grove Capital
California
$4.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
Parallax Volatility Advisers
126
Parallax Volatility Advisers
California
$128K +$128K +4,158 New
OWA
127
One Wealth Advisors
California
$119K +$119K +3,861 New
LIA
128
LS Investment Advisors
Michigan
$100K -$80.2K -2,589 -45%
Royal Bank of Canada
129
Royal Bank of Canada
Ontario, Canada
$85K -$33K -1,071 -28%
PAM
130
Panagora Asset Management
Massachusetts
$85K – – –
AIP
131
Ameritas Investment Partners
Nebraska
$73K – – –
Zurich Cantonal Bank
132
Zurich Cantonal Bank
Switzerland
$66K +$22.4K +726 +51%
US Bancorp
133
US Bancorp
Minnesota
$48K +$3.96K +129 +9%
SPIA
134
Steward Partners Investment Advisory
New York
$44K -$364 -12 -0.8%
LTFS
135
Ladenburg Thalmann Financial Services
Florida
$42K +$18.2K +594 +76%
QT
136
Quantbot Technologies
New York
$22K -$45.8K -1,548 -68%
WTB
137
Washington Trust Bank
Washington
$19K – – –
Victory Capital Management
138
Victory Capital Management
Texas
$18K – – –
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$17K +$14.7K +471 +628%
VFA
140
Valeo Financial Advisors
Indiana
$9K – – –
Nisa Investment Advisors
141
Nisa Investment Advisors
Missouri
$7K – – –
FHA
142
First Horizon Advisors
Tennessee
$6K +$98 +3 +2%
HR
143
Howe & Rusling
New York
$2K – – –
YWP
144
YorkBridge Wealth Partners
New York
$2K +$545 +18 +38%
Envestnet Asset Management
145
Envestnet Asset Management
Illinois
$1K -$24.6K -813 -96%
WWM
146
Wagner Wealth Management
South Carolina
$1K – – –
LNWWM
147
Laird Norton Wetherby Wealth Management
California
– -$109K -326,076 Closed
NFA
148
Nationwide Fund Advisors
Ohio
– -$2.32M -88,905 Closed
IECM
149
Intrinsic Edge Capital Management
Illinois
– -$2.23M -85,329 Closed
CCMH
150
Cornerstone Capital Management Holdings
New York
– -$2.22M -84,813 Closed
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