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Pathward Financial
CASH

Overview Fund Activity

204 hedge funds and large institutions have $1.4B invested in Pathward Financial in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 55 increasing their positions, 89 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+3
Holders Change %
+1.49%
% of All Funds
3.23%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
32
Increased
55
Reduced
89
Closed
27
Calls
$685K
Puts
$1.03M
Net Calls
-$347K
Net Calls Change
-$680K

Top Buyers

1
BCM
Basswood Capital Management
New York
$8.84M
2
State Street
State Street
Massachusetts
$89M
3
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$7.39M
4
HF
HRT Financial
New York
$4.65M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$7.22M

Top Sellers

1
AAM
Austin Asset Management
Texas
$28M
2
Vanguard Group
Vanguard Group
Pennsylvania
$92.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$138M
4
Mariner
Mariner
Kansas
$0
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
YMRC
126
Yorktown Management & Research Company
Virginia
$549K – – –
CCP
127
Clarkston Capital Partners
Michigan
$549K – – –
AG
128
Algert Global
California
$528K +$528K +9,607 New
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$526K +$14.8K +264 +3%
Royal Bank of Canada
130
Royal Bank of Canada
Ontario, Canada
$479K -$291K -5,304 -38%
MAM
131
Meeder Asset Management
Ohio
$459K +$227K +4,134 +98%
VRS
132
Virginia Retirement Systems
Virginia
$456K +$456K +8,300 New
Envestnet Asset Management
133
Envestnet Asset Management
Illinois
$455K -$165K -2,995 -27%
Handelsbanken Fonder
134
Handelsbanken Fonder
Sweden
$439K -$65.9K -1,200 -13%
Cetera Investment Advisers
135
Cetera Investment Advisers
Illinois
$436K – – –
ASRS
136
Arizona State Retirement System
Arizona
$431K -$17.4K -317 -4%
D.E. Shaw & Co
137
D.E. Shaw & Co
New York
$423K -$18.5K -337 -4%
SGI
138
Summit Global Investments
Utah
$417K +$417K +7,600 New
IA
139
IndexIQ Advisors
New York
$395K +$395K +7,200 New
MFIM
140
Mesirow Financial Investment Management
Illinois
$388K -$181K -3,300 -32%
Lido Advisors
141
Lido Advisors
California
$384K +$83.4K +1,519 +28%
Balyasny Asset Management
142
Balyasny Asset Management
Illinois
$376K +$376K +6,855 New
ECM
143
Everence Capital Management
Indiana
$371K – – –
ProShare Advisors
144
ProShare Advisors
Maryland
$360K -$72.1K -1,313 -17%
Squarepoint
145
Squarepoint
New York
$342K -$266K -4,834 -44%
Teacher Retirement System of Texas
146
Teacher Retirement System of Texas
Texas
$328K +$7.14K +130 +2%
SPIA
147
Steward Partners Investment Advisory
New York
$325K -$8.72K -159 -3%
KBC Group
148
KBC Group
Belgium
$306K -$22.9K -417 -7%
OR
149
Olympiad Research
Connecticut
$272K +$272K +4,946 New
FP
150
Foundry Partners
Minnesota
$268K – – –
4 5
6
7 8