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Pathward Financial
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Overview Fund Activity

192 hedge funds and large institutions have $1.03B invested in Pathward Financial in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 59 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+11
Holders Change %
+6.08%
% of All Funds
3.07%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
34
Increased
59
Reduced
67
Closed
22
Calls
$3.17M
Puts
$4.28M
Net Calls
-$1.11M
Net Calls Change
-$3.69M

Top Buyers

1
UBS AM
UBS AM
Illinois
$15.8M
2
ARS
Adirondack Retirement Specialists
New York
$11.7M
3
Goldman Sachs
Goldman Sachs
New York
$53.2M
4
PCM
Philosophy Capital Management
California
$26.4M
5
SAM
Synergy Asset Management
Washington
$7.75M

Top Sellers

1
AAM
Austin Asset Management
Texas
$12.4M
2
EIP
Epoch Investment Partners
New York
$11.9M
3
AFCM
Alta Fox Capital Management
Texas
$16.3M
4
ACM
Ararat Capital Management
Connecticut
$10.9M
5
Man Group
Man Group
United Kingdom
$6.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
VVP
126
Venture Visionary Partners
Ohio
$444K – – –
CHAM
127
Clear Harbor Asset Management
Connecticut
$404K -$167K -4,034 -29%
Wells Fargo
128
Wells Fargo
California
$403K +$243K +5,867 +152%
EMFAT
129
Emerald Mutual Fund Advisers Trust
Pennsylvania
$393K – – –
Victory Capital Management
130
Victory Capital Management
Texas
$375K -$359K -8,656 -49%
TRSOTSOK
131
Teachers Retirement System of the State of Kentucky
Kentucky
$369K – – –
OPERF
132
Oregon Public Employees Retirement Fund
Oregon
$368K -$29.9K -720 -8%
Royal Bank of Canada
133
Royal Bank of Canada
Ontario, Canada
$352K -$124K -3,000 -26%
ASRS
134
Arizona State Retirement System
Arizona
$342K +$2.08K +50 +0.6%
YIH
135
Y-Intercept (HK)
Hong Kong
$336K +$336K +8,088 New
SAG
136
SageView Advisory Group
California
$330K +$330K +7,947 New
ZIM
137
Zacks Investment Management
Illinois
$311K +$311K +26 New
GCM
138
Graham Capital Management
Connecticut
$309K +$309K +7,451 New
T. Rowe Price Associates
139
T. Rowe Price Associates
Maryland
$302K +$4.78K +115 +2%
MFIM
140
Mesirow Financial Investment Management
Illinois
$293K – – –
SFI
141
Susquehanna Fundamental Investments
Pennsylvania
$272K – – –
VF
142
Virtu Financial
New York
$263K +$263K +6,343 New
Janney Montgomery Scott
143
Janney Montgomery Scott
Pennsylvania
$257K +$257K +6,206 New
Envestnet Asset Management
144
Envestnet Asset Management
Illinois
$253K +$22.7K +548 +10%
DFCM
145
Dark Forest Capital Management
Puerto Rico
$238K +$238K +5,748 New
AWM
146
AE Wealth Management
Kansas
$236K -$230K -5,538 -49%
MOACM
147
Mutual of America Capital Management
New York
$235K -$14.9K -358 -6%
Zurich Cantonal Bank
148
Zurich Cantonal Bank
Switzerland
$227K +$44.4K +1,069 +24%
SPIA
149
Steward Partners Investment Advisory
New York
$224K – – –
Squarepoint
150
Squarepoint
New York
$222K -$6.39K -154 -3%
4 5
6
7 8