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Pathward Financial
CASH

Overview Fund Activity

229 hedge funds and large institutions have $1.19B invested in Pathward Financial in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 60 increasing their positions, 99 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+11
Holders Change %
+5.05%
% of All Funds
3.32%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
33
Increased
60
Reduced
99
Closed
20
Calls
$4.02M
Puts
$2.65M
Net Calls
+$1.37M
Net Calls Change
+$621K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$17.8M
2
ZCM
2
Ziegler Capital Management
Illinois
$10.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$93.8M
4
Millennium Management
4
Millennium Management
New York
$7.03M
5
American Century Companies
5
American Century Companies
Missouri
$21.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$34.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$17.1M
3
AAM
3
Austin Asset Management
Texas
$15.6M
4
GIM
4
Greenwich Investment Management
Connecticut
$0
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SGI
126
Summit Global Investments
Utah
$536K -$698K -13,806 -57%
RJA
127
Raymond James & Associates
Florida
$528K -$18.4K -364 -3%
JF
128
Jump Financial
Illinois
$524K +$524K +10,387 New
CHAM
129
Clear Harbor Asset Management
Connecticut
$522K – – –
Mirae Asset Global Investments
130
Mirae Asset Global Investments
South Korea
$521K – – –
CCM
131
Corsair Capital Management
New York
$498K +$498K +9,866 New
CAG
132
Csenge Advisory Group
Florida
$490K -$208K -4,125 -30%
Victory Capital Management
133
Victory Capital Management
Texas
$487K -$61.9K -1,226 -11%
Stifel Financial
134
Stifel Financial
Missouri
$483K -$959 -19 -0.2%
EWA
135
Encompass Wealth Advisors
Oregon
$478K +$478K +9,472 New
SPC
136
Sigma Planning Corp
Michigan
$478K +$478K +9,459 New
TRSOTSOK
137
Teachers Retirement System of the State of Kentucky
Kentucky
$475K – – –
Wells Fargo
138
Wells Fargo
California
$475K +$53.3K +1,055 +13%
A
139
AlphaQuest
New York
$472K -$156K -3,098 -25%
T. Rowe Price Associates
140
T. Rowe Price Associates
Maryland
$464K +$48.7K +963 +12%
State Board of Administration of Florida Retirement System
141
State Board of Administration of Florida Retirement System
Florida
$455K +$137K +3,310 +43%
MSRPS
142
Maryland State Retirement & Pension System
Maryland
$444K -$16K -331 -3%
VOYA Investment Management
143
VOYA Investment Management
Georgia
$434K -$94.3K -1,868 -18%
WTG
144
West Tower Group
Virginia
$429K +$10.6K +209 +3%
VVP
145
Venture Visionary Partners
Ohio
$419K – – –
GCM
146
Gallacher Capital Management
Colorado
$410K +$410K +8,114 New
I
147
InceptionR
California
$409K +$409K +8,093 New
OQS
148
Occudo Quantitative Strategies
Florida
$400K +$400K +7,930 New
AB
149
Amalgamated Bank
New York
$395K -$116K -2,293 -23%
DT
150
Diversified Trust
Tennessee
$393K +$15.4K +305 +4%
4 5
6
7 8