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Pathward Financial
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Overview Fund Activity

185 hedge funds and large institutions have $1.3B invested in Pathward Financial in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 50 increasing their positions, 76 reducing their positions, and 13 closing their positions.

Holders
185
Holders Change
+22
Holders Change %
+13.5%
% of All Funds
3.23%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
35
Increased
50
Reduced
76
Closed
13
Calls
$6.11M
Puts
$1.58M
Net Calls
+$4.52M
Net Calls Change
+$2.11M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$123M
2
EIP
2
Epoch Investment Partners
New York
$15.8M
3
SG Americas Securities
3
SG Americas Securities
New York
$8.87M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$6.81M
5
KCM
5
Kennedy Capital Management
Missouri
$5.24M

Top Sellers

1
ZCM
1
Ziegler Capital Management
Illinois
$12.5M
2
PFP
2
Patriot Financial Partners
Pennsylvania
$22.1M
3
BEP
3
Brookside Equity Partners
Connecticut
$12.1M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$77.3M
5
MCM
5
Maltese Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
126
Stifel Financial
Missouri
$495K 9,771 -557 -5%
Squarepoint
127
Squarepoint
New York
$464K 9,165 -1,366 -13%
ProShare Advisors
128
ProShare Advisors
Maryland
$457K 9,025 -227 -2%
MLICM
129
Metropolitan Life Insurance Company (MetLife)
New York
$444K 8,767 +396 +5%
TD Asset Management
130
TD Asset Management
Ontario, Canada
$422K 8,500 -6,000 -41%
ASRS
131
Arizona State Retirement System
Arizona
$422K 8,328 -674 -7%
PI
132
PEAK6 Investments
Illinois
$383K 7,562 +7,562 New
AA
133
ALPS Advisors
Colorado
$379K 7,481 – –
JPMPWA
134
J.P. Morgan Private Wealth Advisors
California
$362K 7,151 +7,151 New
RJFSA
135
Raymond James Financial Services Advisors
Florida
$358K 7,073 -10,356 -59%
SPIA
136
Steward Partners Investment Advisory
New York
$351K 6,940 -3,035 -30%
ECM
137
Everence Capital Management
Indiana
$342K 6,750 – –
SFA
138
Sequoia Financial Advisors
Ohio
$304K 6,000 +6,000 New
Envestnet Asset Management
139
Envestnet Asset Management
Illinois
$297K 5,866 +5,866 New
State of Wisconsin Investment Board
140
State of Wisconsin Investment Board
Wisconsin
$294K 5,800 +5,800 New
UFF
141
USA Financial Formulas
Michigan
$268K 5,300 -1,154 -18%
Royal Bank of Canada
142
Royal Bank of Canada
Ontario, Canada
$252K 4,975 +309 +7%
RFG
143
Range Financial Group
Oregon
$246K 4,859 +4,859 New
MOACM
144
Mutual of America Capital Management
New York
$230K 4,538 +231 +5%
QC
145
Quantedge Capital
Singapore
$228K 4,500 +4,500 New
GC
146
Globeflex Capital
California
$217K 4,290 -29,779 -87%
6M
147
6 Meridian
Kansas
$217K 4,277 +4,277 New
CIM
148
Cambria Investment Management
California
$212K 4,195 +4,195 New
Teacher Retirement System of Texas
149
Teacher Retirement System of Texas
Texas
$211K 4,168 +4,168 New
FIM
150
Freedom Investment Management
Connecticut
$208K 4,104 +4,104 New
4 5
6
7 8