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Pathward Financial
CASH

Overview Fund Activity

163 hedge funds and large institutions have $1.13B invested in Pathward Financial in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 75 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+8
Holders Change %
+5.16%
% of All Funds
2.87%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
23
Increased
43
Reduced
75
Closed
15
Calls
$3.21M
Puts
$793K
Net Calls
+$2.42M
Net Calls Change
+$2.71M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$61.3M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$14.4M
3
DCM
3
Driehaus Capital Management
Illinois
$20.8M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$8.88M
5
Invesco
5
Invesco
Georgia
$10.4M

Top Sellers

1
NCM
1
Nantahala Capital Management
Connecticut
$44.8M
2
PFP
2
Patriot Financial Partners
Pennsylvania
$33.1M
3
CWM
3
Cranbrook Wealth Management
Michigan
$7.74M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$10.7M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CANY
126
Caxton Associates (New York)
New York
$313K +$313K +6,919 New
HSBC Holdings
127
HSBC Holdings
United Kingdom
$308K +$308K +6,730 New
ECM
128
Everence Capital Management
Indiana
$306K – – –
Two Sigma Advisers
129
Two Sigma Advisers
New York
$295K -$408K -9,000 -58%
UFF
130
USA Financial Formulas
Michigan
$292K +$292K +6,454 New
PIC
131
Platt Investment Counsel
Florida
$292K +$292K +292,074 New
PAM
132
Panagora Asset Management
Massachusetts
$249K – – –
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$219K -$1.65M -36,467 -88%
Royal Bank of Canada
134
Royal Bank of Canada
Ontario, Canada
$211K -$473K -10,466 -69%
SG Americas Securities
135
SG Americas Securities
New York
$207K -$65.5K -1,450 -24%
Federated Hermes
136
Federated Hermes
Pennsylvania
$197K +$6.51K +144 +3%
MOACM
137
Mutual of America Capital Management
New York
$195K +$5.75K +127 +3%
TRCT
138
Tower Research Capital (TRC)
New York
$150K -$24.9K -552 -14%
Zurich Cantonal Bank
139
Zurich Cantonal Bank
Switzerland
$138K -$87.4K -1,927 -39%
LF
140
Lantz Financial
Illinois
$122K +$122K +122,341 New
OSAM
141
O'Shaughnessy Asset Management
Connecticut
$119K +$26.5K +584 +29%
AIP
142
Ameritas Investment Partners
Nebraska
$114K -$15.5K -343 -12%
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$88K +$4.27K +95 +5%
MAM
144
Meeder Asset Management
Ohio
$87K +$87K +1,896 New
Osaic Holdings
145
Osaic Holdings
Arizona
$74K -$132K -2,939 -64%
GWSG
146
GPS Wealth Strategies Group
Colorado
$72K +$72K +1,610 New
IFAM
147
Institutional & Family Asset Management
Colorado
$66K – – –
Lazard Asset Management
148
Lazard Asset Management
New York
$60K +$24.5K +543 +69%
HFM
149
Harvest Fund Management
China
$59K +$59K +1,320 New
SWA
150
Sutton Wealth Advisors
Florida
$33.2K – – –
3 4 5
6
7