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Pathward Financial
CASH

Overview Fund Activity

154 hedge funds and large institutions have $591M invested in Pathward Financial in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
-14
Holders Change %
-8.33%
% of All Funds
3.4%
Holding in Top 10
5
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-58.33%
% of All Funds
0.11%
New
23
Increased
57
Reduced
59
Closed
35
Calls
–
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$227K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$34.7M
2
LSV Asset Management
LSV Asset Management
Illinois
$7.72M
3
Victory Capital Management
Victory Capital Management
Texas
$10.7M
4
BlackRock
BlackRock
New York
$111M
5
MAM
Martingale Asset Management
Massachusetts
$1.44M

Top Sellers

1
SCC
Second Curve Capital
Pennsylvania
$0
2
ACM
Ashford Capital Management
Delaware
$12.7M
3
Stifel Financial
Stifel Financial
Missouri
$405K
4
SCP
Steamboat Capital Partners
New York
$8.24M
5
WSL
Western Standard LLC
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KBC Group
126
KBC Group
Belgium
$213K -$353K -16,287 -62%
LSERS
127
Louisiana State Employees Retirement System
Louisiana
$208K -$50K -2,300 -19%
SGAM
128
Smith Group Asset Management
Texas
$172K – – –
SPIA
129
Steward Partners Investment Advisory
New York
$152K +$14.4K +662 +10%
LIA
130
LS Investment Advisors
Michigan
$126K – – –
UFF
131
USA Financial Formulas
Michigan
$121K -$26.6K -1,225 -18%
RA
132
Royce & Associates
New York
$110K -$223K -10,234 -67%
AssetMark Inc
133
AssetMark Inc
California
$100K +$97.5K +4,468 +3,885%
Bessemer Group
134
Bessemer Group
New Jersey
$98K +$98K +4,500 New
NIT
135
NumerixS Investment Technologies
British Columbia, Canada
$96K +$96K +4,400 New
BBHC
136
Brown Brothers Harriman & Co
New York
$94K -$117K -5,363 -55%
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$73K – – –
AIP
138
Ameritas Investment Partners
Nebraska
$68K – – –
AT
139
Arden Trust
Delaware
$65K +$65K +2,997 New
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$60K +$24K +1,095 +67%
Acadian Asset Management
141
Acadian Asset Management
Massachusetts
$59K +$59K +2,733 New
Osaic Holdings
142
Osaic Holdings
Arizona
$58K +$58K +2,648 New
IUHSA
143
Itau Unibanco Holding S.A.
Brazil
$32K +$4.73K +220 +17%
MOACM
144
Mutual of America Capital Management
New York
$32K +$5.53K +258 +21%
IFAM
145
Institutional & Family Asset Management
Colorado
$31K +$21.4K +1,000 +222%
Lazard Asset Management
146
Lazard Asset Management
New York
$22K +$6.63K +317 +43%
ICA
147
Infrastructure Capital Advisors
New York
$20K +$20K +2,750 New
SWA
148
Sutton Wealth Advisors
Florida
$17.7K +$7.04K +324 +66%
Nisa Investment Advisors
149
Nisa Investment Advisors
Missouri
$14K +$6.03K +280 +76%
Federated Hermes
150
Federated Hermes
Pennsylvania
$11K -$14.2K -664 -56%
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6
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