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Pathward Financial
CASH

Overview Fund Activity

161 hedge funds and large institutions have $845M invested in Pathward Financial in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+14
Holders Change %
+9.52%
% of All Funds
3.7%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
28
Increased
61
Reduced
46
Closed
14
Calls
$229K
Puts
–
Net Calls
+$229K
Net Calls Change
+$229K

Top Buyers

1
TCM
1
TimesSquare Capital Management
New York
$43.4M
2
HCS
2
Harvest Capital Strategies
California
$9.28M
3
WG
3
Winton Group
United Kingdom
$6.59M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$5.91M
5
Stifel Financial
5
Stifel Financial
Missouri
$18.8M

Top Sellers

1
BCM
1
Basswood Capital Management
New York
$0
2
NC
2
Northpointe Capital
Michigan
$12M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$9.66M
4
SCC
4
Second Curve Capital
Pennsylvania
$32M
5
EC
5
EJF Capital
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
$9K – – –
AIM
152
Advantage Investment Management
Iowa
$9K +$9K +258 New
MAM
153
Meeder Asset Management
Ohio
$7K +$7K +192 New
FHA
154
First Horizon Advisors
Tennessee
$5K -$755 -24 -13%
HR
155
Howe & Rusling
New York
$3K – – –
YWP
156
YorkBridge Wealth Partners
New York
$3K +$724 +21 +32%
Envestnet Asset Management
157
Envestnet Asset Management
Illinois
$3K +$2K +66 +200%
LWA
158
Lenox Wealth Advisors
New York
$2K +$2K +42 New
FMA
159
FNY Managed Accounts
New York
$2K +$2K +78 New
PFBT
160
Parkside Financial Bank & Trust
Missouri
$1K +$429 +9 +75%
WWM
161
Wagner Wealth Management
South Carolina
$1K +$1K +18 New
APP
162
Avantax Planning Partners
Iowa
$1K +$1K +18 New
BCM
163
Basswood Capital Management
New York
– -$8.8M -284,832 Closed
EC
164
EJF Capital
Virginia
– -$5.56M -180,000 Closed
BA
165
Boston Advisors
Massachusetts
– -$4.57M -147,951 Closed
CEP
166
Chicago Equity Partners
Illinois
– -$4.15M -134,430 Closed
Assenagon Asset Management
167
Assenagon Asset Management
Luxembourg
– -$1.93M -62,409 Closed
OSAM
168
O'Shaughnessy Asset Management
Connecticut
– -$1.88M -60,816 Closed
MAM
169
Martingale Asset Management
Massachusetts
– -$575K -18,603 Closed
Squarepoint
170
Squarepoint
New York
– -$469K -15,201 Closed
AWCI
171
Alpine Woods Capital Investors
New York
– -$239K -7,725 Closed
O
172
OppenheimerFunds
New York
– -$206K -6,675 Closed
Parallax Volatility Advisers
173
Parallax Volatility Advisers
California
– -$128K -4,158 Closed
OWA
174
One Wealth Advisors
California
– -$119K -3,861 Closed
PAM
175
Panagora Asset Management
Massachusetts
– -$85K -2,763 Closed
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