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Pathward Financial
CASH

Overview Fund Activity

198 hedge funds and large institutions have $1.35B invested in Pathward Financial in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 75 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+13
Holders Change %
+7.03%
% of All Funds
3.48%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
25
Increased
62
Reduced
75
Closed
11
Calls
$6.54M
Puts
$1.7M
Net Calls
+$4.84M
Net Calls Change
+$317K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$151M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$12.2M
3
ZCM
3
Ziegler Capital Management
Illinois
$12.8M
4
ACM
4
Ararat Capital Management
Connecticut
$17.7M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$5.29M

Top Sellers

1
PFP
1
Patriot Financial Partners
Pennsylvania
$0
2
SG Americas Securities
2
SG Americas Securities
New York
$306K
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.38M
5
OCM
5
Osterweis Capital Management
California
$7.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFIM
126
Mesirow Financial Investment Management
Illinois
$544K -$15.7K -299 -3%
TRSOTSOK
127
Teachers Retirement System of the State of Kentucky
Kentucky
$541K – – –
YMRC
128
Yorktown Management & Research Company
Virginia
$525K – – –
ST
129
Sphinx Trading
Illinois
$525K +$525K +10,000 New
Stifel Financial
130
Stifel Financial
Missouri
$515K +$2.1K +40 +0.4%
AQR Capital Management
131
AQR Capital Management
Connecticut
$515K +$515K +9,816 New
EMFAT
132
Emerald Mutual Fund Advisers Trust
Pennsylvania
$483K +$483K +9,210 New
Qube Research & Technologies (QRT)
133
Qube Research & Technologies (QRT)
United Kingdom
$465K +$465K +8,858 New
MLICM
134
Metropolitan Life Insurance Company (MetLife)
New York
$460K – – –
ASRS
135
Arizona State Retirement System
Arizona
$434K -$3.52K -67 -0.8%
PCM
136
Penserra Capital Management
California
$409K +$409K +7,794 New
HSBC Holdings
137
HSBC Holdings
United Kingdom
$405K -$793K -15,212 -66%
Norges Bank
138
Norges Bank
Norway
$383K +$383K +7,300 New
AA
139
ALPS Advisors
Colorado
$379K -$13.7K -261 -3%
TD Asset Management
140
TD Asset Management
Ontario, Canada
$378K -$68.3K -1,300 -15%
JPMPWA
141
J.P. Morgan Private Wealth Advisors
California
$369K -$6.46K -123 -2%
Janus Henderson Group
142
Janus Henderson Group
United Kingdom
$361K +$361K +6,874 New
ECM
143
Everence Capital Management
Indiana
$354K – – –
FCBT
144
First Citizens Bank & Trust
North Carolina
$331K +$331K +6,310 New
SPIA
145
Steward Partners Investment Advisory
New York
$318K -$46.1K -879 -13%
KBC Group
146
KBC Group
Belgium
$314K -$314K -5,980 -50%
SG Americas Securities
147
SG Americas Securities
New York
$306K -$8.9M -169,405 -97%
State of Wisconsin Investment Board
148
State of Wisconsin Investment Board
Wisconsin
$304K – – –
RFG
149
Range Financial Group
Oregon
$282K +$27.2K +518 +11%
Teacher Retirement System of Texas
150
Teacher Retirement System of Texas
Texas
$259K +$40.2K +765 +18%
4 5
6
7 8