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Pathward Financial
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Overview Fund Activity

205 hedge funds and large institutions have $1.13B invested in Pathward Financial in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 87 reducing their positions, and 14 closing their positions.

Holders
205
Holders Change
+13
Holders Change %
+6.77%
% of All Funds
3.27%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
28
Increased
61
Reduced
87
Closed
14
Calls
$687K
Puts
$820K
Net Calls
-$133K
Net Calls Change
-$601K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$69.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$23.5M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$10.8M
4
MAP
4
Moody Aldrich Partners
Massachusetts
$4.16M
5
Stifel Financial
5
Stifel Financial
Missouri
$4.52M

Top Sellers

1
AAM
1
Austin Asset Management
Texas
$17.2M
2
Man Group
2
Man Group
United Kingdom
$7.29M
3
ACM
3
Ararat Capital Management
Connecticut
$0
4
NCM
4
Nantahala Capital Management
Connecticut
$56.9M
5
AFCM
5
Alta Fox Capital Management
Texas
$8.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHAM
126
Clear Harbor Asset Management
Connecticut
$523K +$85.5K +1,855 +20%
VOYA Investment Management
127
VOYA Investment Management
Georgia
$509K -$14.3K -310 -3%
AB
128
Amalgamated Bank
New York
$498K -$25.3K -549 -5%
GT
129
Glenmede Trust
Pennsylvania
$485K +$485K +10,517 New
YIH
130
Y-Intercept (HK)
Hong Kong
$483K +$162K +3,509 +50%
Royal Bank of Canada
131
Royal Bank of Canada
Ontario, Canada
$479K +$6.87K +149 +1%
SPC
132
Sigma Planning Corp
Michigan
$460K +$92 +2 +0%
MSRPS
133
Maryland State Retirement & Pension System
Maryland
$445K -$38K -825 -8%
CIM
134
Cambria Investment Management
California
$437K -$74.9K -1,624 -15%
TRSOTSOK
135
Teachers Retirement System of the State of Kentucky
Kentucky
$434K – – –
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$432K +$58.9K +1,278 +16%
Envestnet Asset Management
137
Envestnet Asset Management
Illinois
$431K +$183K +3,972 +74%
State of Tennessee, Department of Treasury
138
State of Tennessee, Department of Treasury
Tennessee
$430K -$418K -9,065 -49%
NYLIM
139
New York Life Investment Management
New York
$395K -$62.3K -1,352 -14%
CSA
140
Cottage Street Advisors
Massachusetts
$394K -$180K -600 -31%
WTG
141
West Tower Group
Virginia
$387K +$387K +8,405 New
VVP
142
Venture Visionary Partners
Ohio
$383K -$111K -2,400 -22%
Victory Capital Management
143
Victory Capital Management
Texas
$381K +$29.7K +644 +8%
T. Rowe Price Associates
144
T. Rowe Price Associates
Maryland
$375K +$18.5K +402 +5%
SAG
145
SageView Advisory Group
California
$367K +$184 +4 +0.1%
OPERF
146
Oregon Public Employees Retirement Fund
Oregon
$358K -$27.7K -600 -7%
ASRS
147
Arizona State Retirement System
Arizona
$353K -$3.6K -78 -1%
State Board of Administration of Florida Retirement System
148
State Board of Administration of Florida Retirement System
Florida
$353K -$6.91K -150 -2%
Wells Fargo
149
Wells Fargo
California
$321K -$276K -5,988 -46%
AA
150
ALPS Advisors
Colorado
$318K +$318K +6,890 New
4 5
6
7 8