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Pathward Financial
CASH

Overview Fund Activity

192 hedge funds and large institutions have $1.02B invested in Pathward Financial in 2022 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 72 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
-12
Holders Change %
-5.88%
% of All Funds
3.25%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
28
Increased
64
Reduced
72
Closed
33
Calls
$266K
Puts
$1.12M
Net Calls
-$858K
Net Calls Change
-$511K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$75M
2
RIM
2
Redpoint Investment Management
Australia
$9.62M
3
ACM
3
Ararat Capital Management
Connecticut
$19.3M
4
PCM
4
Philosophy Capital Management
California
$7.09M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$14.1M

Top Sellers

1
AAM
1
Austin Asset Management
Texas
$22.8M
2
DCM
2
Driehaus Capital Management
Illinois
$3.4M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$0
4
Man Group
4
Man Group
United Kingdom
$6.68M
5
State Street
5
State Street
Massachusetts
$56.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
126
NinePointTwo Capital
California
$394K +$394K +10,190 New
Stifel Financial
127
Stifel Financial
Missouri
$389K -$62.8K -1,622 -14%
CCP
128
Clarkston Capital Partners
Michigan
$387K – – –
Wells Fargo
129
Wells Fargo
California
$386K -$618K -15,975 -62%
OPERF
130
Oregon Public Employees Retirement Fund
Oregon
$379K -$82K -2,122 -18%
AG
131
Algert Global
California
$372K – – –
ECM
132
ExodusPoint Capital Management
New York
$334K +$334K +8,625 New
NYLIM
133
New York Life Investment Management
New York
$328K +$328K +8,491 New
QT
134
Quantbot Technologies
New York
$320K +$296K +7,654 +1,231%
MAM
135
Meeder Asset Management
Ohio
$316K -$6.76K -175 -2%
ASRS
136
Arizona State Retirement System
Arizona
$313K +$9.44K +244 +3%
Envestnet Asset Management
137
Envestnet Asset Management
Illinois
$311K -$9.17K -237 -3%
WG
138
Winton Group
United Kingdom
$309K +$151K +3,917 +96%
Cetera Investment Advisers
139
Cetera Investment Advisers
Illinois
$307K – – –
HSBC Holdings
140
HSBC Holdings
United Kingdom
$306K -$2.6M -66,215 -89%
RJFSA
141
Raymond James Financial Services Advisors
Florida
$280K -$663K -17,151 -70%
Jacobs Levy Equity Management
142
Jacobs Levy Equity Management
New Jersey
$280K +$280K +7,250 New
YMRC
143
Yorktown Management & Research Company
Virginia
$278K -$108K -2,800 -28%
MFIM
144
Mesirow Financial Investment Management
Illinois
$273K -$736 -19 -0.3%
Millennium Management
145
Millennium Management
New York
$272K -$659K -17,013 -71%
Handelsbanken Fonder
146
Handelsbanken Fonder
Sweden
$271K -$38.7K -1,000 -13%
ECM
147
Everence Capital Management
Indiana
$261K – – –
Royal Bank of Canada
148
Royal Bank of Canada
Ontario, Canada
$248K -$89.8K -2,320 -27%
OR
149
Olympiad Research
Connecticut
$239K +$48K +1,244 +25%
SPIA
150
Steward Partners Investment Advisory
New York
$229K – – –
4 5
6
7 8