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Pathward Financial
CASH

Overview Fund Activity

148 hedge funds and large institutions have $443M invested in Pathward Financial in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 56 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-6
Holders Change %
-3.9%
% of All Funds
3.04%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
26
Increased
47
Reduced
56
Closed
31
Calls
$361K
Puts
$476K
Net Calls
-$115K
Net Calls Change
-$107K

Top Buyers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$4.82M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$3.31M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$3.07M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$1.57M
5
CCM
5
Cadence Capital Management
Massachusetts
$1.45M

Top Sellers

1
ACM
1
Ashford Capital Management
Delaware
$0
2
DCM
2
Driehaus Capital Management
Illinois
$0
3
Victory Capital Management
3
Victory Capital Management
Texas
$551K
4
BlackRock
4
BlackRock
New York
$86.3M
5
SCP
5
Steamboat Capital Partners
New York
$8K
Name Holding Trade Value Shares
Change 		Shares
Change %
Acadian Asset Management
126
Acadian Asset Management
Massachusetts
$104K +$54.4K +2,995 +110%
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$90K +$29.4K +1,624 +49%
NIT
128
NumerixS Investment Technologies
British Columbia, Canada
$76K -$3.62K -200 -5%
RA
129
Royce & Associates
New York
$73K -$18.3K -1,012 -20%
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$69K -$438K -26,402 -86%
AIP
131
Ameritas Investment Partners
Nebraska
$57K – – –
OSAM
132
O'Shaughnessy Asset Management
Connecticut
$50K +$50K +2,771 New
Osaic Holdings
133
Osaic Holdings
Arizona
$42K -$5.96K -329 -12%
Lazard Asset Management
134
Lazard Asset Management
New York
$29K +$10.3K +582 +55%
MOACM
135
Mutual of America Capital Management
New York
$28K +$1.13K +63 +4%
IFAM
136
Institutional & Family Asset Management
Colorado
$26K – – –
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$21K -$27.3K -1,548 -57%
Nisa Investment Advisors
138
Nisa Investment Advisors
Missouri
$12K – – –
SO
139
STRS Ohio
Ohio
$12K +$12K +700 New
ZIM
140
Zacks Investment Management
Illinois
$11K +$11K +11,106 New
SCP
141
Steamboat Capital Partners
New York
$8K -$6.8M -379,124 -100%
SWA
142
Sutton Wealth Advisors
Florida
$5.31K -$9.47K -521 -64%
WCG
143
Weaver Consulting Group
California
$5K +$5K +255 New
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$2K +$2K +86 New
GT
145
Glenmede Trust
Pennsylvania
$1K +$1K +108 New
ACM
146
Ashford Capital Management
Delaware
– -$12.7M -582,485 Closed
DCM
147
Driehaus Capital Management
Illinois
– -$9.26M -426,481 Closed
EMFAT
148
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$5.39M -247,953 Closed
Baird Financial Group
149
Baird Financial Group
Wisconsin
– -$5.2M -239,509 Closed
CCMG
150
Clark Capital Management Group
Pennsylvania
– -$2.04M -93,744 Closed
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