CASH icon

Pathward Financial
CASH

Overview Fund Activity

155 hedge funds and large institutions have $902M invested in Pathward Financial in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 43 increasing their positions, 63 reducing their positions, and 18 closing their positions.

Holders
155
Holders Change
+11
Holders Change %
+7.64%
% of All Funds
2.75%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.18%
New
30
Increased
43
Reduced
63
Closed
18
Calls
$256K
Puts
$549K
Net Calls
-$293K
Net Calls Change
-$3.1M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$18.9M
2
DCM
2
Driehaus Capital Management
Illinois
$10.9M
3
Deutsche Bank
3
Deutsche Bank
Germany
$6.97M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$16.7M
5
SCC
5
Second Curve Capital
Pennsylvania
$2.56M

Top Sellers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$74K
2
PFP
2
Patriot Financial Partners
Pennsylvania
$34M
3
CWM
3
Cranbrook Wealth Management
Michigan
$11.2M
4
NCM
4
Nantahala Capital Management
Connecticut
$56.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.91M
Name Market Value Shares Shares
Change 		Shares
Change %
6M
126
6 Meridian
Kansas
$233K 6,383 +6,383 New
SG Americas Securities
127
SG Americas Securities
New York
$220K 6,029 +6,029 New
PAM
128
Panagora Asset Management
Massachusetts
$201K 5,499 +5,499 New
Zurich Cantonal Bank
129
Zurich Cantonal Bank
Switzerland
$182K 4,971 – –
Osaic Holdings
130
Osaic Holdings
Arizona
$167K 4,581 +2,415 +111%
Federated Hermes
131
Federated Hermes
Pennsylvania
$154K 4,214 -467 -10%
MOACM
132
Mutual of America Capital Management
New York
$153K 4,180 +8 +0.2%
TRCT
133
Tower Research Capital (TRC)
New York
$142K 3,877 -59,222 -94%
AIP
134
Ameritas Investment Partners
Nebraska
$105K 2,869 -280 -9%
Nisa Investment Advisors
135
Nisa Investment Advisors
Missouri
$105K 2,880 +2,000 +227%
OSAM
136
O'Shaughnessy Asset Management
Connecticut
$75K 2,040 -2,454 -55%
LSV Asset Management
137
LSV Asset Management
Illinois
$74K 2,050 -343,183 -99%
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$69K 1,861 +77 +4%
VCG
139
Vantage Consulting Group
Virginia
$61K 1,675 +1,675 New
Macquarie Group
140
Macquarie Group
Australia
$55K 1,489 -18,450 -93%
IFAM
141
Institutional & Family Asset Management
Colorado
$53K 1,450 – –
Lazard Asset Management
142
Lazard Asset Management
New York
$28K 788 +542 +220%
CAAS
143
Capital Asset Advisory Services
Michigan
$28K 760 +760 New
SWA
144
Sutton Wealth Advisors
Florida
$26.8K 732 – –
NFG
145
Next Financial Group
Texas
$12K 325 – –
FTDI
146
First Trust Direct Indexing
Massachusetts
$10K 279 +279 New
PFA
147
Professional Financial Advisors
Nebraska
$7K 178 – –
GAM
148
Gemmer Asset Management
California
$4K 102 – –
PFBT
149
Parkside Financial Bank & Trust
Missouri
$4K 105 +76 +262%
FHA
150
First Horizon Advisors
Tennessee
$3K 99 +25 +34%
4 5
6
7 8