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Pathward Financial
CASH

Overview Fund Activity

163 hedge funds and large institutions have $937M invested in Pathward Financial in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 67 increasing their positions, 43 reducing their positions, and 14 closing their positions.

Holders
163
Holders Change
+10
Holders Change %
+6.54%
% of All Funds
3.58%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.29%
New
25
Increased
67
Reduced
43
Closed
14
Calls
$61K
Puts
$3K
Net Calls
+$58K
Net Calls Change
-$957K

Top Buyers

1
BlackRock
1
BlackRock
New York
$173M
2
SAM
2
Silvercrest Asset Management
New York
$8.62M
3
DIM
3
Delta Investment Management
California
$6.4M
4
WSL
4
Western Standard LLC
California
$5.56M
5
Northern Trust
5
Northern Trust
Illinois
$17.7M

Top Sellers

1
HRCM
1
Hawk Ridge Capital Management
California
$0
2
CWM
2
Cranbrook Wealth Management
Michigan
$36.9M
3
SCP
3
Steamboat Capital Partners
New York
$25.2M
4
SCC
4
Second Curve Capital
Pennsylvania
$14.9M
5
QI
5
QS Investors
New York
$4K
Name Market Value Shares Shares
Change 		Shares
Change %
SEI Investments
126
SEI Investments
Pennsylvania
$242K 7,427 +7,427 New
RJA
127
Raymond James & Associates
Florida
$221K 6,767 -33,870 -83%
ECM
128
Everence Capital Management
Indiana
$220K 6,750 +6,750 New
GHCM
129
Glen Harbor Capital Management
California
$212K 6,496 – –
AB
130
Amalgamated Bank
New York
$205K 6,278 +6,278 New
RCM
131
Riverhead Capital Management
Delaware
$189K 5,800 – –
SPIA
132
Steward Partners Investment Advisory
New York
$167K 5,138 +1,038 +25%
MCIM
133
Meadow Creek Investment Management
Georgia
$166K 5,104 – –
Simplex Trading
134
Simplex Trading
Illinois
$161K 4,958 -16,115 -76%
Russell Investments Group
135
Russell Investments Group
United Kingdom
$136K 4,157 -34,834 -89%
FCM
136
Flinton Capital Management
Pennsylvania
$121K 3,712 – –
Federated Hermes
137
Federated Hermes
Pennsylvania
$113K 3,455 +1,434 +71%
QT
138
Quantamental Technologies
New York
$112K 3,446 +3,446 New
Zurich Cantonal Bank
139
Zurich Cantonal Bank
Switzerland
$109K 3,347 +485 +17%
AIP
140
Ameritas Investment Partners
Nebraska
$103K 3,149 – –
AG
141
Advisor Group
Arizona
$94K 2,908 -464 -14%
Royal Bank of Canada
142
Royal Bank of Canada
Ontario, Canada
$76K 2,318 -384 -14%
TRCT
143
Tower Research Capital (TRC)
New York
$51K 1,576 +1,291 +453%
MOACM
144
Mutual of America Capital Management
New York
$42K 1,286 +289 +29%
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$39K 1,231 +70 +6%
VCM
146
Versant Capital Management
Arizona
$29K 896 – –
Marshall Wace
147
Marshall Wace
United Kingdom
$29K 899 +899 New
LIA
148
LS Investment Advisors
Michigan
$26K 786 – –
LNWWM
149
Laird Norton Wetherby Wealth Management
California
$18K 17,419 +17,419 New
SWA
150
Sutton Wealth Advisors
Florida
$15.9K 489 – –
4 5
6
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