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Pathward Financial
CASH

Overview Fund Activity

181 hedge funds and large institutions have $988M invested in Pathward Financial in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 77 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
-4
Holders Change %
-2.16%
% of All Funds
2.92%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
26
Increased
46
Reduced
77
Closed
27
Calls
$3.89M
Puts
$1.31M
Net Calls
+$2.58M
Net Calls Change
+$2.92M

Top Buyers

1
AFCM
1
Alta Fox Capital Management
Texas
$32.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$6.83M
3
Goldman Sachs
3
Goldman Sachs
New York
$45.8M
4
HIM
4
Hillsdale Investment Management
Ontario, Canada
$3.69M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$3.2M

Top Sellers

1
PFA
1
Pure Financial Advisors
California
$0
2
AAM
2
Austin Asset Management
Texas
$29.7M
3
UBS AM
3
UBS AM
Illinois
$0
4
BlackRock
4
BlackRock
New York
$178M
5
State Street
5
State Street
Massachusetts
$52.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
126
Susquehanna International Group
Pennsylvania
$334K -$154K -3,569 -32%
Aviva
127
Aviva
United Kingdom
$321K -$1.73M -40,226 -84%
T. Rowe Price Associates
128
T. Rowe Price Associates
Maryland
$308K +$21.7K +505 +8%
MFIM
129
Mesirow Financial Investment Management
Illinois
$304K – – –
SFI
130
Susquehanna Fundamental Investments
Pennsylvania
$283K -$1.48M -34,366 -84%
MOACM
131
Mutual of America Capital Management
New York
$260K +$10.9K +253 +4%
AQR Capital Management
132
AQR Capital Management
Connecticut
$260K -$206K -4,774 -44%
Envestnet Asset Management
133
Envestnet Asset Management
Illinois
$239K +$239K +5,546 New
Squarepoint
134
Squarepoint
New York
$237K -$1.37M -31,848 -85%
SPIA
135
Steward Partners Investment Advisory
New York
$233K – – –
RJFSA
136
Raymond James Financial Services Advisors
Florida
$205K +$205K +4,753 New
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$189K +$49.1K +1,140 +35%
Wells Fargo
138
Wells Fargo
California
$166K -$212K -4,924 -56%
Group One Trading
139
Group One Trading
Illinois
$155K +$155K +3,605 New
CSB
140
City State Bank
Iowa
$138K – – –
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$127K -$215 -5 -0.2%
SAM
142
Shell Asset Management
Netherlands
$114K -$9.45K -219 -8%
KBC Group
143
KBC Group
Belgium
$108K – – –
CMF
144
Counterpoint Mutual Funds
California
$106K +$106K +2,452 New
AIP
145
Ameritas Investment Partners
Nebraska
$105K – – –
BBHC
146
Brown Brothers Harriman & Co
New York
$90.6K – – –
GC
147
Globeflex Capital
California
$90.4K – – –
Allspring Global Investments
148
Allspring Global Investments
North Carolina
$88.5K -$1.94K -45 -2%
Nisa Investment Advisors
149
Nisa Investment Advisors
Missouri
$88K – – –
MLICM
150
Metropolitan Life Insurance Company (MetLife)
New York
$82.5K – – –
4 5
6
7 8