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Pathward Financial
CASH

Overview Fund Activity

153 hedge funds and large institutions have $782M invested in Pathward Financial in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 59 increasing their positions, 41 reducing their positions, and 23 closing their positions.

Holders
153
Holders Change
+1
Holders Change %
+0.66%
% of All Funds
3.33%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.17%
New
28
Increased
59
Reduced
41
Closed
23
Calls
$1.02M
Puts
–
Net Calls
+$1.02M
Net Calls Change
+$951K

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$15.4M
2
BlackRock
2
BlackRock
New York
$130M
3
DCM
3
Driehaus Capital Management
Illinois
$9.07M
4
OCM
4
Osterweis Capital Management
California
$3.55M
5
State Street
5
State Street
Massachusetts
$25.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$2.42M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$10.3M
3
CWM
3
Cranbrook Wealth Management
Michigan
$38.1M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
Millennium Management
5
Millennium Management
New York
$2.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
126
SG Americas Securities
New York
$121K -$2.28M -81,293 -95%
SPIA
127
Steward Partners Investment Advisory
New York
$115K +$115K +4,100 New
BNP Paribas Financial Markets
128
BNP Paribas Financial Markets
France
$113K -$50.4K -1,795 -31%
FCM
129
Flinton Capital Management
Pennsylvania
$104K – – –
AG
130
Advisor Group
Arizona
$95K +$3.61K +128 +4%
AIP
131
Ameritas Investment Partners
Nebraska
$88K +$22K +788 +33%
Zurich Cantonal Bank
132
Zurich Cantonal Bank
Switzerland
$80K +$39.9K +1,427 +99%
Royal Bank of Canada
133
Royal Bank of Canada
Ontario, Canada
$76K -$254K -9,030 -77%
US Bancorp
134
US Bancorp
Minnesota
$65K – – –
Federated Hermes
135
Federated Hermes
Pennsylvania
$57K +$48.7K +1,728 +590%
CMBA
136
C.M. Bidwell & Associates
Hawaii
$53K +$53K +1,880 New
PAM
137
Panagora Asset Management
Massachusetts
$49K +$49K +1,748 New
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$32K +$19.2K +697 +150%
MOACM
139
Mutual of America Capital Management
New York
$28K +$5.84K +208 +26%
VCM
140
Versant Capital Management
Arizona
$25K +$18.1K +649 +263%
LIA
141
LS Investment Advisors
Michigan
$22K – – –
SWA
142
Sutton Wealth Advisors
Florida
$13.7K +$13.7K +489 New
IFAM
143
Institutional & Family Asset Management
Colorado
$13K – – –
VFA
144
Valeo Financial Advisors
Indiana
$9K – – –
TRCT
145
Tower Research Capital (TRC)
New York
$8K +$8K +285 New
Nisa Investment Advisors
146
Nisa Investment Advisors
Missouri
$7K – – –
NFG
147
Next Financial Group
Texas
$4K – – –
GAM
148
Gemmer Asset Management
California
$4K +$4K +128 New
CFGS
149
Concourse Financial Group Securities
Alabama
$2K +$2K +69 New
TFO
150
Tarbox Family Office
California
$2K +$2K +85 New
3 4 5
6
7