CASH icon

Pathward Financial
CASH

Overview Fund Activity

201 hedge funds and large institutions have $1.56B invested in Pathward Financial in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 58 increasing their positions, 86 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+3
Holders Change %
+1.52%
% of All Funds
3.1%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
32
Increased
58
Reduced
86
Closed
27
Calls
$1.26M
Puts
$925K
Net Calls
+$333K
Net Calls Change
-$4.51M

Top Buyers

1
State Street
State Street
Massachusetts
$88.6M
2
UBS AM
UBS AM
Illinois
$22.9M
3
EIP
Epoch Investment Partners
New York
$36.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$15.3M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$20.5M

Top Sellers

1
BlackRock
BlackRock
New York
$265M
2
NCM
Nantahala Capital Management
Connecticut
$53.4M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
4
Vanguard Group
Vanguard Group
Pennsylvania
$120M
5
ACM
Ararat Capital Management
Connecticut
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$547K -$121K -2,019 -18%
Grantham, Mayo, Van Otterloo & Co (GMO)
127
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$531K +$531K +8,900 New
ASRS
128
Arizona State Retirement System
Arizona
$487K -$5.91K -99 -1%
D.E. Shaw & Co
129
D.E. Shaw & Co
New York
$480K -$1.56M -26,094 -76%
MLICM
130
Metropolitan Life Insurance Company (MetLife)
New York
$478K -$45.2K -758 -9%
Cetera Investment Advisers
131
Cetera Investment Advisers
Illinois
$474K +$229K +3,839 +93%
Janus Henderson Group
132
Janus Henderson Group
United Kingdom
$470K +$59.5K +996 +14%
ProShare Advisors
133
ProShare Advisors
Maryland
$469K +$179K +3,010 +62%
CSS
134
Cubist Systematic Strategies
Connecticut
$448K -$1.7M -28,542 -79%
AA
135
ALPS Advisors
Colorado
$436K +$5.55K +93 +1%
ECM
136
Everence Capital Management
Indiana
$403K – – –
DC
137
Davenport & Co
Virginia
$365K +$365K +6,113 New
SPIA
138
Steward Partners Investment Advisory
New York
$363K +$1.25K +21 +0.3%
OC
139
Oppenheimer & Co
New York
$361K +$361K +6,059 New
KBC Group
140
KBC Group
Belgium
$357K – – –
Teacher Retirement System of Texas
141
Teacher Retirement System of Texas
Texas
$349K +$54.4K +911 +18%
State of Wisconsin Investment Board
142
State of Wisconsin Investment Board
Wisconsin
$346K – – –
Lido Advisors
143
Lido Advisors
California
$326K +$326K +5,476 New
RWA
144
Redhawk Wealth Advisors
Minnesota
$320K +$320K +5,360 New
RFG
145
Range Financial Group
Oregon
$306K -$14.6K -245 -5%
FP
146
Foundry Partners
Minnesota
$291K +$43.2K +725 +17%
Brown Advisory
147
Brown Advisory
Maryland
$282K +$282K +4,728 New
FCBT
148
First Citizens Bank & Trust
North Carolina
$281K -$95.1K -1,596 -25%
Verition Fund Management
149
Verition Fund Management
Connecticut
$272K +$272K +4,554 New
Zurich Cantonal Bank
150
Zurich Cantonal Bank
Switzerland
$268K +$86.6K +1,453 +48%
4 5
6
7 8