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Pathward Financial
CASH

Overview Fund Activity

168 hedge funds and large institutions have $1.03B invested in Pathward Financial in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+5
Holders Change %
+3.07%
% of All Funds
3.32%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.24%
New
30
Increased
50
Reduced
66
Closed
19
Calls
$1.51M
Puts
$1.29M
Net Calls
+$219K
Net Calls Change
+$161K

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$15.6M
2
Victory Capital Management
2
Victory Capital Management
Texas
$6.31M
3
Goldman Sachs
3
Goldman Sachs
New York
$43.9M
4
BCM
4
Bridgeway Capital Management
Texas
$8.81M
5
Barclays
5
Barclays
United Kingdom
$5.57M

Top Sellers

1
BlackRock
1
BlackRock
New York
$181M
2
AFG
2
American Financial Group
Ohio
$0
3
CWM
3
Cranbrook Wealth Management
Michigan
$33.5M
4
DIM
4
Delta Investment Management
California
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SGAM
126
Smith Group Asset Management
Texas
$289K – – –
Envestnet Asset Management
127
Envestnet Asset Management
Illinois
$278K -$126K -3,437 -31%
UFF
128
USA Financial Formulas
Michigan
$248K +$248K +6,793 New
ECM
129
Everence Capital Management
Indiana
$246K – – –
AB
130
Amalgamated Bank
New York
$244K +$14.4K +393 +6%
CSS
131
Cubist Systematic Strategies
Connecticut
$239K -$768K -21,056 -76%
RJA
132
Raymond James & Associates
Florida
$236K -$10.9K -299 -4%
SPIA
133
Steward Partners Investment Advisory
New York
$231K +$43.7K +1,200 +23%
PP
134
Paloma Partners
Connecticut
$224K +$224K +6,148 New
FAAS
135
First Allied Advisory Services
California
$214K +$214K +5,962 New
LIA
136
LS Investment Advisors
Michigan
$212K +$183K +5,032 +640%
ProShare Advisors
137
ProShare Advisors
Maryland
$209K +$209K +5,738 New
Royal Bank of Canada
138
Royal Bank of Canada
Ontario, Canada
$148K +$63.6K +1,746 +75%
Zurich Cantonal Bank
139
Zurich Cantonal Bank
Switzerland
$122K – – –
AIP
140
Ameritas Investment Partners
Nebraska
$115K – – –
AG
141
Advisor Group
Arizona
$98K -$8.26K -226 -8%
HZ
142
Hixon Zuercher
Ohio
$98K +$98K +97,740 New
TRCT
143
Tower Research Capital (TRC)
New York
$68K +$10.7K +293 +19%
FC
144
FORA Capital
Florida
$66K +$66K +1,812 New
Simplex Trading
145
Simplex Trading
Illinois
$60K -$121K -3,314 -67%
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$60K +$15K +411 +33%
Walleye Trading
147
Walleye Trading
New York
$57K +$57K +1,573 New
PCM
148
Penserra Capital Management
California
$54K +$54K +1,440 New
IUHSA
149
Itau Unibanco Holding S.A.
Brazil
$46K +$46K +1,270 New
MOACM
150
Mutual of America Capital Management
New York
$45K -$1.82K -50 -4%
4 5
6
7 8