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Pathward Financial
CASH

Overview Fund Activity

163 hedge funds and large institutions have $937M invested in Pathward Financial in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 67 increasing their positions, 43 reducing their positions, and 14 closing their positions.

Holders
163
Holders Change
+10
Holders Change %
+6.54%
% of All Funds
3.58%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.29%
New
25
Increased
67
Reduced
43
Closed
14
Calls
$61K
Puts
$3K
Net Calls
+$58K
Net Calls Change
-$957K

Top Buyers

1
BlackRock
1
BlackRock
New York
$173M
2
SAM
2
Silvercrest Asset Management
New York
$8.62M
3
DIM
3
Delta Investment Management
California
$6.4M
4
WSL
4
Western Standard LLC
California
$5.56M
5
Northern Trust
5
Northern Trust
Illinois
$17.7M

Top Sellers

1
HRCM
1
Hawk Ridge Capital Management
California
$0
2
CWM
2
Cranbrook Wealth Management
Michigan
$36.9M
3
SCP
3
Steamboat Capital Partners
New York
$25.2M
4
SCC
4
Second Curve Capital
Pennsylvania
$14.9M
5
QI
5
QS Investors
New York
$4K
Name Market Value Shares Shares
Change 		Shares
Change %
IFAM
151
Institutional & Family Asset Management
Colorado
$15K 450 – –
MAM
152
Meeder Asset Management
Ohio
$13K 384 +384 New
Nisa Investment Advisors
153
Nisa Investment Advisors
Missouri
$12K 370 +130 +54%
NFG
154
Next Financial Group
Texas
$6K 182 +35 +24%
QI
155
QS Investors
New York
$4K 108 -80,274 -100%
GAM
156
Gemmer Asset Management
California
$4K 128 – –
TFO
157
Tarbox Family Office
California
$3K 85 – –
GWAG
158
Garrett Wealth Advisory Group
Texas
$1.53K 47 +47 New
HGWM
159
Harvest Group Wealth Management
Massachusetts
$1K 37 – –
PFBT
160
Parkside Financial Bank & Trust
Missouri
$1K 35 – –
AS
161
Altshuler Shaham
Israel
$1K 17 +17 New
LTFS
162
Ladenburg Thalmann Financial Services
Florida
$1K 36 +36 New
SGI
163
Summit Global Investments
Utah
– – -741,296 Closed
HRCM
164
Hawk Ridge Capital Management
California
– – -357,728 Closed
HSBC Holdings
165
HSBC Holdings
United Kingdom
– – -50,184 Closed
William Blair & Company
166
William Blair & Company
Illinois
– – -48,848 Closed
Canada Life
167
Canada Life
Manitoba, Canada
– – -39,923 Closed
NAM
168
NorthCoast Asset Management
Connecticut
– – -36,491 Closed
Jane Street
169
Jane Street
New York
– – -13,475 Closed
SG Americas Securities
170
SG Americas Securities
New York
– – -4,311 Closed
US Bancorp
171
US Bancorp
Minnesota
– – -2,300 Closed
CMBA
172
C.M. Bidwell & Associates
Hawaii
– – -1,880 Closed
PAM
173
Panagora Asset Management
Massachusetts
– – -1,748 Closed
VFA
174
Valeo Financial Advisors
Indiana
– – -303 Closed
CFGS
175
Concourse Financial Group Securities
Alabama
– – -69 Closed
4 5 6
7
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