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Pathward Financial
CASH

Overview Fund Activity

244 hedge funds and large institutions have $1.74B invested in Pathward Financial in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 68 increasing their positions, 93 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
-7
Holders Change %
-2.79%
% of All Funds
3.25%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
32
Increased
68
Reduced
93
Closed
38
Calls
$817K
Puts
$162K
Net Calls
+$655K
Net Calls Change
+$28K

Top Buyers

1
State Street
State Street
Massachusetts
$122M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$41.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$162M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$10.9M
5
ACA
Aptus Capital Advisors
Alabama
$7.34M

Top Sellers

1
AAM
Austin Asset Management
Texas
$22.8M
2
PCM
Philosophy Capital Management
California
$0
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$2.11M
4
AFCM
Alta Fox Capital Management
Texas
$0
5
FI
Financial Insights
Washington
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAP
126
Persistent Asset Partners
Hong Kong
$842K +$842K +10,558 New
EGM
127
Engineers Gate Manager
New York
$839K -$140K -1,896 -14%
II
128
Inspire Investing
Idaho
$816K +$816K +11,088 New
Lazard Asset Management
129
Lazard Asset Management
New York
$813K -$64.3K -875 -7%
UCFA
130
United Capital Financial Advisors
Texas
$796K -$74 -1 -0%
State of Tennessee, Department of Treasury
131
State of Tennessee, Department of Treasury
Tennessee
$779K +$259K +3,514 +50%
UA
132
Unison Advisors
District of Columbia
$751K – – –
CHAM
133
Clear Harbor Asset Management
Connecticut
$704K -$58.1K -790 -8%
YCM
134
Yousif Capital Management
Michigan
$694K -$24.4K -332 -3%
TRSOTSOK
135
Teachers Retirement System of the State of Kentucky
Kentucky
$692K – – –
Kovitz Investment Group Partners
136
Kovitz Investment Group Partners
Illinois
$674K +$674K +568,780 New
SPC
137
Sigma Planning Corp
Michigan
$664K -$9.71K -132 -1%
DT
138
Diversified Trust
Tennessee
$657K +$57.9K +787 +10%
KK
139
KLP Kapitalforvaltning
Norway
$633K +$633K +8,600 New
MSRPS
140
Maryland State Retirement & Pension System
Maryland
$621K – – –
CG
141
Cynosure Group
Utah
$597K -$205K -2,781 -26%
Zurich Cantonal Bank
142
Zurich Cantonal Bank
Switzerland
$587K +$119K +1,615 +25%
JF
143
Jump Financial
Illinois
$572K -$852K -11,581 -60%
State Board of Administration of Florida Retirement System
144
State Board of Administration of Florida Retirement System
Florida
$563K – – –
ProShare Advisors
145
ProShare Advisors
Maryland
$557K +$171K +2,329 +44%
VOYA Investment Management
146
VOYA Investment Management
Georgia
$556K -$48K -653 -8%
CAG
147
Csenge Advisory Group
Florida
$548K – – –
Balyasny Asset Management
148
Balyasny Asset Management
Illinois
$542K -$966K -13,132 -64%
Stifel Financial
149
Stifel Financial
Missouri
$539K -$21.4K -291 -4%
AB
150
Amalgamated Bank
New York
$534K -$14.7K -199 -3%
4 5
6
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