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Pathward Financial
CASH

Overview Fund Activity

185 hedge funds and large institutions have $893M invested in Pathward Financial in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 66 increasing their positions, 65 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
-7
Holders Change %
-3.65%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
27
Increased
66
Reduced
65
Closed
33
Calls
$1.54M
Puts
$1.87M
Net Calls
-$336K
Net Calls Change
+$522K

Top Buyers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$13.2M
2
NCM
2
Nantahala Capital Management
Connecticut
$43.8M
3
PCM
3
Philosophy Capital Management
California
$15.4M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$19.6M
5
EIP
5
Epoch Investment Partners
New York
$26.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$40.8M
2
AAM
2
Austin Asset Management
Texas
$30.1M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$0
4
PFA
4
Pure Financial Advisors
California
$49.6M
5
SAM
5
Silvercrest Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
State Board of Administration of Florida Retirement System
126
State Board of Administration of Florida Retirement System
Florida
$361K – – –
TRSOTSOK
127
Teachers Retirement System of the State of Kentucky
Kentucky
$357K +$357K +10,830 New
AQR Capital Management
128
AQR Capital Management
Connecticut
$356K -$51.7K -1,569 -13%
VVP
129
Venture Visionary Partners
Ohio
$352K -$85.5K -2,600 -20%
NC
130
NinePointTwo Capital
California
$335K – – –
Tudor Investment Corp
131
Tudor Investment Corp
Connecticut
$334K +$334K +10,121 New
CCP
132
Clarkston Capital Partners
Michigan
$330K – – –
JF
133
Jump Financial
Illinois
$320K +$320K +9,702 New
OPERF
134
Oregon Public Employees Retirement Fund
Oregon
$318K -$5.11K -155 -2%
EMFAT
135
Emerald Mutual Fund Advisers Trust
Pennsylvania
$312K -$1.77M -53,691 -85%
NYLIM
136
New York Life Investment Management
New York
$302K +$22.2K +674 +8%
AWM
137
AE Wealth Management
Kansas
$298K +$298K +9,053 New
ZIM
138
Zacks Investment Management
Illinois
$292K +$292K +291,264 New
Wells Fargo
139
Wells Fargo
California
$289K -$39.8K -1,208 -12%
TFA
140
Teamwork Financial Advisors
Texas
$266K +$266K +8,069 New
Walleye Trading
141
Walleye Trading
New York
$264K +$264K +8,012 New
ASRS
142
Arizona State Retirement System
Arizona
$263K -$3.59K -109 -1%
Cetera Investment Advisers
143
Cetera Investment Advisers
Illinois
$262K – – –
YMRC
144
Yorktown Management & Research Company
Virginia
$237K – – –
Qube Research & Technologies (QRT)
145
Qube Research & Technologies (QRT)
United Kingdom
$235K +$235K +7,117 New
MFIM
146
Mesirow Financial Investment Management
Illinois
$232K – – –
ECM
147
Everence Capital Management
Indiana
$222K – – –
T. Rowe Price Associates
148
T. Rowe Price Associates
Maryland
$220K +$220K +6,652 New
Royal Bank of Canada
149
Royal Bank of Canada
Ontario, Canada
$215K +$3.86K +117 +2%
MOACM
150
Mutual of America Capital Management
New York
$191K +$28.1K +849 +17%
4 5
6
7 8