CASH icon

Pathward Financial

152 hedge funds and large institutions have $543M invested in Pathward Financial in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 58 increasing their positions, 36 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+6
Holders Change %
+4.11%
% of All Funds
3.3%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
34
Increased
58
Reduced
36
Closed
28
Calls
$64K
Puts
Net Calls
+$64K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Shares
Change %
MCIM
126
Meadow Creek Investment Management
Georgia
$100K
QT
127
Quantamental Technologies
New York
$92K +$7.17K +366 +8%
FCM
128
Flinton Capital Management
Pennsylvania
$73K
UBS Group
129
UBS Group
Switzerland
$70K -$185K -9,348 -73%
AG
130
Advisor Group
Arizona
$64K -$66K -3,344 -51%
AIP
131
Ameritas Investment Partners
Nebraska
$46K
US Bancorp
132
US Bancorp
Minnesota
$45K +$7.61K +389 +20%
PHK
133
Point72 Hong Kong
Hong Kong
$33K +$29.9K +1,504 +952%
Zurich Cantonal Bank
134
Zurich Cantonal Bank
Switzerland
$28K -$13.7K -704 -33%
AIM
135
Assured Investment Management
New York
$25K -$15.4K -781 -38%
MOACM
136
Mutual of America Capital Management
New York
$16K +$1.95K +96 +14%
AssetMark Inc
137
AssetMark Inc
California
$16K +$16K +15,759 New
LIA
138
LS Investment Advisors
Michigan
$15K
WTB
139
Washington Trust Bank
Washington
$12K
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$9K -$8.63K -445 -49%
IFAM
141
Institutional & Family Asset Management
Colorado
$9K
Federated Hermes
142
Federated Hermes
Pennsylvania
$6K -$635 -31 -10%
VFA
143
Valeo Financial Advisors
Indiana
$6K +$20 +1 +0.3%
Nisa Investment Advisors
144
Nisa Investment Advisors
Missouri
$5K
VCM
145
Versant Capital Management
Arizona
$4K +$4K +247 New
NFG
146
Next Financial Group
Texas
$3K +$2.88K +141 +2,350%
NFH
147
NEXT Financial Holdings
Texas
$3K +$3K +147 New
WEC
148
Winslow Evans & Crocker
Massachusetts
$2K +$2K +36 New
FHA
149
First Horizon Advisors
Tennessee
$1K
PFO
150
Pathstone Family Office
New Jersey
$1K +$1K +63 New