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Pathward Financial
CASH

Overview Fund Activity

218 hedge funds and large institutions have $1.3B invested in Pathward Financial in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 78 increasing their positions, 75 reducing their positions, and 16 closing their positions.

Holders
218
Holders Change
+13
Holders Change %
+6.34%
% of All Funds
3.2%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
31
Increased
78
Reduced
75
Closed
16
Calls
$2.67M
Puts
$1.92M
Net Calls
+$752K
Net Calls Change
+$885K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$92.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$40.2M
3
GIM
3
Greenwich Investment Management
Connecticut
$6.86M
4
Man Group
4
Man Group
United Kingdom
$4.4M
5
Goldman Sachs
5
Goldman Sachs
New York
$83.8M

Top Sellers

1
AAM
1
Austin Asset Management
Texas
$19.1M
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$6.09M
3
PCM
3
Philosophy Capital Management
California
$23.2M
4
FI
4
Financial Insights
Washington
$0
5
NCM
5
Nantahala Capital Management
Connecticut
$56.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
126
Algert Global
California
$641K -$60.3K -1,140 -9%
UCFA
127
United Capital Financial Advisors
Texas
$636K +$900 +17 +0.1%
Victory Capital Management
128
Victory Capital Management
Texas
$575K +$138K +2,603 +32%
RJA
129
Raymond James & Associates
Florida
$573K -$80.9K -1,529 -12%
CIM
130
Cambria Investment Management
California
$554K +$52.1K +984 +10%
VOYA Investment Management
131
VOYA Investment Management
Georgia
$554K -$30.2K -570 -5%
CHAM
132
Clear Harbor Asset Management
Connecticut
$548K -$52.9K -1,000 -9%
AB
133
Amalgamated Bank
New York
$536K -$36.1K -682 -6%
Marshall Wace
134
Marshall Wace
United Kingdom
$507K +$169K +3,187 +50%
Stifel Financial
135
Stifel Financial
Missouri
$507K -$4.68M -88,461 -90%
MSRPS
136
Maryland State Retirement & Pension System
Maryland
$504K -$7.62K -144 -1%
Janney Montgomery Scott
137
Janney Montgomery Scott
Pennsylvania
$502K +$5.35K +101 +1%
TRSOTSOK
138
Teachers Retirement System of the State of Kentucky
Kentucky
$498K – – –
State of Tennessee, Department of Treasury
139
State of Tennessee, Department of Treasury
Tennessee
$494K – – –
ACM
140
Aquatic Capital Management
Illinois
$492K +$492K +9,300 New
Ohio Public Employees Retirement System (OPERS)
141
Ohio Public Employees Retirement System (OPERS)
Ohio
$489K -$666K -12,590 -58%
Mercer Global Advisors
142
Mercer Global Advisors
Colorado
$486K -$392K -7,398 -45%
Wells Fargo
143
Wells Fargo
California
$442K +$72.7K +1,373 +20%
NYLIM
144
New York Life Investment Management
New York
$441K -$13.7K -258 -3%
VVP
145
Venture Visionary Partners
Ohio
$439K – – –
WTG
146
West Tower Group
Virginia
$438K -$6.56K -124 -1%
T. Rowe Price Associates
147
T. Rowe Price Associates
Maryland
$435K +$4.55K +86 +1%
Tudor Investment Corp
148
Tudor Investment Corp
Connecticut
$435K -$3.07M -58,087 -88%
PMEF
149
Point72 Middle East FZE
United Arab Emirates
$431K +$431K +8,140 New
SAG
150
SageView Advisory Group
California
$430K +$486 +9 +0.1%
4 5
6
7 8