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Pathward Financial
CASH

Overview Fund Activity

144 hedge funds and large institutions have $468M invested in Pathward Financial in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 46 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
-4
Holders Change %
-2.7%
% of All Funds
2.91%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
18
Increased
54
Reduced
46
Closed
22
Calls
$3.21M
Puts
$403K
Net Calls
+$2.81M
Net Calls Change
+$2.93M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$7.41M
2
BlackRock
BlackRock
New York
$94.5M
3
MCM
Maltese Capital Management
New York
$3.46M
4
Russell Investments Group
Russell Investments Group
United Kingdom
$2.6M
5
SAM
Silvercrest Asset Management
New York
$5.29M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$4.93M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
3
CWM
Cranbrook Wealth Management
Michigan
$10.9M
4
Federated Hermes
Federated Hermes
Pennsylvania
$90K
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$33K +$11K +595 +50%
IFAM
127
Institutional & Family Asset Management
Colorado
$28K – – –
FBT
128
First Bank & Trust
South Dakota
$20K +$20K +1,064 New
Nisa Investment Advisors
129
Nisa Investment Advisors
Missouri
$17K +$4.44K +230 +35%
SWA
130
Sutton Wealth Advisors
Florida
$14.1K +$8.46K +440 +151%
SO
131
STRS Ohio
Ohio
$13K – – –
SCP
132
Steamboat Capital Partners
New York
$8K -$72 -4 -0.9%
NFG
133
Next Financial Group
Texas
$6K +$6K +325 New
PFA
134
Professional Financial Advisors
Nebraska
$5K +$5K +178 New
Lazard Asset Management
135
Lazard Asset Management
New York
$4K -$22.6K -1,388 -85%
WCG
136
Weaver Consulting Group
California
$4K -$1.1K -55 -22%
Fidelity Investments
137
Fidelity Investments
Massachusetts
$3K +$3K +150 New
GT
138
Glenmede Trust
Pennsylvania
$2K – – –
GAM
139
Gemmer Asset Management
California
$2K +$2K +102 New
PFBT
140
Parkside Financial Bank & Trust
Missouri
$1K +$1K +29 New
FHA
141
First Horizon Advisors
Tennessee
$1K +$595 +44 +147%
APA
142
American Portfolios Advisors
New York
$115 +$115 +6 New
Assenagon Asset Management
143
Assenagon Asset Management
Luxembourg
– -$4.82M -265,174 Closed
HZ
144
Hixon Zuercher
Ohio
– -$218K -217,905 Closed
Qube Research & Technologies (QRT)
145
Qube Research & Technologies (QRT)
United Kingdom
– -$1.57M -86,579 Closed
Jennison Associates
146
Jennison Associates
New York
– -$715K -39,375 Closed
Millennium Management
147
Millennium Management
New York
– -$657K -36,181 Closed
ACM
148
AlphaCrest Capital Management
New York
– -$571K -31,450 Closed
Tudor Investment Corp
149
Tudor Investment Corp
Connecticut
– -$543K -29,896 Closed
PP
150
Paloma Partners
Connecticut
– -$469K -25,833 Closed
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