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Pathward Financial
CASH

Overview Fund Activity

192 hedge funds and large institutions have $1.09B invested in Pathward Financial in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 96 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
–
Holders Change %
0%
% of All Funds
3.03%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
20
Increased
45
Reduced
96
Closed
20
Calls
$1.69M
Puts
$1.22M
Net Calls
+$468K
Net Calls Change
+$1.58M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$15.1M
2
Man Group
2
Man Group
United Kingdom
$8.52M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$10.8M
4
CSS
4
Cubist Systematic Strategies
Connecticut
$3.13M
5
EF
5
Empowered Funds
Pennsylvania
$3.11M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$24M
2
AAM
2
Austin Asset Management
Texas
$19.2M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$12.6M
4
BlackRock
4
BlackRock
New York
$179M
5
SAM
5
Synergy Asset Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
126
Stifel Financial
Missouri
$420K -$93.3K -2,013 -18%
PP
127
PDT Partners
New York
$408K -$559K -12,065 -58%
OPERF
128
Oregon Public Employees Retirement Fund
Oregon
$388K -$23.2K -500 -6%
Janney Montgomery Scott
129
Janney Montgomery Scott
Pennsylvania
$376K +$88K +1,896 +31%
SAG
130
SageView Advisory Group
California
$369K +$232 +5 +0.1%
State Board of Administration of Florida Retirement System
131
State Board of Administration of Florida Retirement System
Florida
$362K -$146K -3,160 -29%
T. Rowe Price Associates
132
T. Rowe Price Associates
Maryland
$359K +$21.2K +457 +6%
ASRS
133
Arizona State Retirement System
Arizona
$359K -$23.5K -507 -6%
Victory Capital Management
134
Victory Capital Management
Texas
$353K -$65.3K -1,408 -16%
EGM
135
Engineers Gate Manager
New York
$349K -$292K -6,306 -46%
E
136
Ergoteles
New York
$334K -$1.77M -38,286 -84%
YIH
137
Y-Intercept (HK)
Hong Kong
$323K -$52K -1,122 -14%
MFIM
138
Mesirow Financial Investment Management
Illinois
$311K -$15.9K -342 -5%
ECM
139
Everence Capital Management
Indiana
$297K – – –
Zurich Cantonal Bank
140
Zurich Cantonal Bank
Switzerland
$295K +$41.9K +903 +17%
Citadel Advisors
141
Citadel Advisors
Florida
$292K -$2.51M -54,055 -90%
TD Asset Management
142
TD Asset Management
Ontario, Canada
$278K -$644K -13,900 -70%
Allspring Global Investments
143
Allspring Global Investments
North Carolina
$252K +$135K +2,908 +115%
CC
144
Centiva Capital
New York
$251K -$309K -6,658 -55%
SPIA
145
Steward Partners Investment Advisory
New York
$250K – – –
Envestnet Asset Management
146
Envestnet Asset Management
Illinois
$250K -$32.7K -706 -12%
MOACM
147
Mutual of America Capital Management
New York
$244K -$19.4K -419 -7%
QT
148
Quantbot Technologies
New York
$225K +$147K +3,165 +189%
ECM
149
ExodusPoint Capital Management
New York
$214K +$214K +4,614 New
HighTower Advisors
150
HighTower Advisors
Illinois
$212K +$212K +4,591 New
4 5
6
7 8