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Pathward Financial
CASH

Overview Fund Activity

153 hedge funds and large institutions have $705M invested in Pathward Financial in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 67 increasing their positions, 42 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
-8
Holders Change %
-4.97%
% of All Funds
3.5%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
19
Increased
67
Reduced
42
Closed
26
Calls
–
Puts
$256K
Net Calls
-$256K
Net Calls Change
+$1.57M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$26.3M
2
CWM
2
Cranbrook Wealth Management
Michigan
$11.3M
3
WG
3
Winton Group
United Kingdom
$8.32M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$50.4M
5
NCM
5
Nantahala Capital Management
Connecticut
$44.6M

Top Sellers

1
EMFAT
1
Emerald Mutual Fund Advisers Trust
Pennsylvania
$0
2
PFMOSF
2
Philadelphia Financial Management of San Francisco
California
$7.46M
3
OCM
3
Osterweis Capital Management
California
$0
4
FP
4
Foundry Partners
Minnesota
$304K
5
PGC
5
Pacific Grove Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
126
Ameritas Investment Partners
Nebraska
$65K – – –
Royal Bank of Canada
127
Royal Bank of Canada
Ontario, Canada
$61K -$31.1K -1,128 -34%
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$59K – – –
SO
129
STRS Ohio
Ohio
$56K -$673K -24,648 -92%
US Bancorp
130
US Bancorp
Minnesota
$53K +$5.16K +186 +11%
TRCT
131
Tower Research Capital (TRC)
New York
$43K +$28.9K +1,038 +206%
SPIA
132
Steward Partners Investment Advisory
New York
$34K -$2.46K -90 -7%
MAM
133
Meeder Asset Management
Ohio
$26K -$42.2K -1,554 -62%
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$25K +$3.33K +120 +15%
LTFS
135
Ladenburg Thalmann Financial Services
Florida
$21K -$12.7K -471 -38%
Federated Hermes
136
Federated Hermes
Pennsylvania
$18K -$1.13M -40,320 -98%
WTB
137
Washington Trust Bank
Washington
$17K – – –
Victory Capital Management
138
Victory Capital Management
Texas
$15K -$147K -5,364 -91%
WBC
139
West Branch Capital
Massachusetts
$15K +$15K +46,029 New
MOACM
140
Mutual of America Capital Management
New York
$14K +$11.3K +420 +424%
IFAM
141
Institutional & Family Asset Management
Colorado
$12K +$12K +450 New
VFA
142
Valeo Financial Advisors
Indiana
$8K +$5.33K +603 +199%
AIM
143
Advantage Investment Management
Iowa
$7K – – –
Parallax Volatility Advisers
144
Parallax Volatility Advisers
California
$3K +$3K +123 New
LWA
145
Lenox Wealth Advisors
New York
$1K – – –
FHA
146
First Horizon Advisors
Tennessee
$1K +$304 +21 +44%
EMFAT
147
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$10.1M -311,664 Closed
OCM
148
Osterweis Capital Management
California
– -$4.79M -147,630 Closed
PGC
149
Pacific Grove Capital
California
– -$4.42M -136,200 Closed
American Century Companies
150
American Century Companies
Missouri
– -$3.61M -111,276 Closed
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