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Pathward Financial
CASH

Overview Fund Activity

146 hedge funds and large institutions have $496M invested in Pathward Financial in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 44 reducing their positions, and 28 closing their positions.

Holders
146
Holders Change
-7
Holders Change %
-4.58%
% of All Funds
3.26%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
24
Increased
55
Reduced
44
Closed
28
Calls
$63K
Puts
–
Net Calls
+$63K
Net Calls Change
+$319K

Top Buyers

1
CWM
1
Cranbrook Wealth Management
Michigan
$29.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$14M
3
EMFAT
3
Emerald Mutual Fund Advisers Trust
Pennsylvania
$8.84M
4
AFG
4
American Financial Group
Ohio
$8.48M
5
PFMOSF
5
Philadelphia Financial Management of San Francisco
California
$8.78M

Top Sellers

1
FMWA
1
Forvis Mazars Wealth Advisors
Missouri
$0
2
RJA
2
Raymond James & Associates
Florida
$4.31M
3
TCM
3
TimesSquare Capital Management
New York
$16.1M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$1.38M
5
SCC
5
Second Curve Capital
Pennsylvania
$9.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
126
Ladenburg Thalmann Financial Services
Florida
$15K – – –
TRCT
127
Tower Research Capital (TRC)
New York
$14K -$16.4K -833 -54%
MOACM
128
Mutual of America Capital Management
New York
$13K +$3.26K +174 +34%
WTB
129
Washington Trust Bank
Washington
$12K – – –
Victory Capital Management
130
Victory Capital Management
Texas
$11K – – –
JIR
131
James Investment Research
Ohio
$10K -$295K -14,610 -97%
IFAM
132
Institutional & Family Asset Management
Colorado
$9K – – –
AIM
133
Advantage Investment Management
Iowa
$7K +$2.01K +104 +40%
VFA
134
Valeo Financial Advisors
Indiana
$6K -$12K -604 -67%
Federated Hermes
135
Federated Hermes
Pennsylvania
$6K -$5.94K -321 -50%
Nisa Investment Advisors
136
Nisa Investment Advisors
Missouri
$5K -$250K -12,000 -98%
PHK
137
Point72 Hong Kong
Hong Kong
$3K +$3K +158 New
LWA
138
Lenox Wealth Advisors
New York
$1K – – –
FHA
139
First Horizon Advisors
Tennessee
$1K – – –
JA
140
JOYN Advisors
Georgia
$1K +$1K +30 New
BNP Paribas Financial Markets
141
BNP Paribas Financial Markets
France
$116 -$58.4K -3,021 -100%
DCM
142
Driehaus Capital Management
Illinois
– -$6.2M -224,946 Closed
PC
143
Polar Capital
United Kingdom
– -$3M -109,035 Closed
BGIM
144
Brandywine Global Investment Management
Pennsylvania
– -$2.43M -88,257 Closed
Neuberger Berman Group
145
Neuberger Berman Group
New York
– -$1.97M -71,550 Closed
Credit Agricole
146
Credit Agricole
France
– -$510K -55,560 Closed
WBC
147
West Branch Capital
Massachusetts
– -$15K -46,029 Closed
EC
148
EJF Capital
Virginia
– -$1.24M -45,072 Closed
AQR Capital Management
149
AQR Capital Management
Connecticut
– -$1.16M -42,261 Closed
ARTA
150
A.R.T. Advisors
New York
– -$944K -34,281 Closed
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