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Pathward Financial
CASH

Overview Fund Activity

153 hedge funds and large institutions have $705M invested in Pathward Financial in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 67 increasing their positions, 42 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
-8
Holders Change %
-4.97%
% of All Funds
3.5%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
19
Increased
67
Reduced
42
Closed
26
Calls
–
Puts
$256K
Net Calls
-$256K
Net Calls Change
+$1.57M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$26.3M
2
CWM
2
Cranbrook Wealth Management
Michigan
$11.3M
3
WG
3
Winton Group
United Kingdom
$8.32M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$50.4M
5
NCM
5
Nantahala Capital Management
Connecticut
$44.6M

Top Sellers

1
EMFAT
1
Emerald Mutual Fund Advisers Trust
Pennsylvania
$0
2
PFMOSF
2
Philadelphia Financial Management of San Francisco
California
$7.46M
3
OCM
3
Osterweis Capital Management
California
$0
4
FP
4
Foundry Partners
Minnesota
$304K
5
PGC
5
Pacific Grove Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
151
Great Lakes Advisors
Illinois
– -$3.17M -97,563 Closed
NCGI
152
Next Century Growth Investors
Minnesota
– -$1.81M -55,728 Closed
PM
153
Precept Management
Texas
– -$1.27M -39,000 Closed
MC
154
Menta Capital
California
– -$1.09M -33,552 Closed
Jacobs Levy Equity Management
155
Jacobs Levy Equity Management
New Jersey
– -$1.06M -32,640 Closed
Axa
156
Axa
France
– -$799K -24,600 Closed
Two Sigma Advisers
157
Two Sigma Advisers
New York
– -$769K -23,700 Closed
LSC
158
Lyon Street Capital
California
– -$728K -22,437 Closed
Manulife (Manufacturers Life Insurance)
159
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$680K -20,958 Closed
VRS
160
Virginia Retirement Systems
Virginia
– -$584K -18,000 Closed
SCM
161
Stevens Capital Management
Pennsylvania
– -$429K -13,212 Closed
AA
162
ALPS Advisors
Colorado
– -$387K -11,919 Closed
BRF
163
B. Riley Financial
California
– -$371K -11,427 Closed
PIA
164
Piedmont Investment Advisors
North Carolina
– -$207K -6,384 Closed
PA
165
Profund Advisors
Maryland
– -$205K -6,318 Closed
GCP
166
GSA Capital Partners
United Kingdom
– -$201K -6,183 Closed
SEI Investments
167
SEI Investments
Pennsylvania
– -$168K -5,211 Closed
QT
168
Quantbot Technologies
New York
– -$144K -4,437 Closed
PG
169
Patten Group
Tennessee
– -$8K -252 Closed
YWP
170
YorkBridge Wealth Partners
New York
– -$3K -87 Closed
MPWT
171
MassMutual Private Wealth & Trust
Connecticut
– -$1.17K -36 Closed
Envestnet Asset Management
172
Envestnet Asset Management
Illinois
– -$1K -33 Closed
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