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Pathward Financial
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Overview Fund Activity

168 hedge funds and large institutions have $1.03B invested in Pathward Financial in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 66 reducing their positions, and 19 closing their positions.

Holders
168
Holders Change
+5
Holders Change %
+3.07%
% of All Funds
3.32%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.24%
New
30
Increased
50
Reduced
66
Closed
19
Calls
$1.51M
Puts
$1.29M
Net Calls
+$219K
Net Calls Change
+$161K

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$15.6M
2
Victory Capital Management
2
Victory Capital Management
Texas
$6.31M
3
Goldman Sachs
3
Goldman Sachs
New York
$43.9M
4
BCM
4
Bridgeway Capital Management
Texas
$8.81M
5
Barclays
5
Barclays
United Kingdom
$5.57M

Top Sellers

1
BlackRock
1
BlackRock
New York
$181M
2
AFG
2
American Financial Group
Ohio
$0
3
CWM
3
Cranbrook Wealth Management
Michigan
$33.5M
4
DIM
4
Delta Investment Management
California
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Federated Hermes
151
Federated Hermes
Pennsylvania
$43K -$82.9K -2,275 -66%
VCM
152
Versant Capital Management
Arizona
$32K – – –
Macquarie Group
153
Macquarie Group
Australia
$26K +$26K +700 New
Lazard Asset Management
154
Lazard Asset Management
New York
$26K +$26K +735 New
MAM
155
Meeder Asset Management
Ohio
$19K +$5.08K +140 +36%
PHK
156
Point72 Hong Kong
Hong Kong
$19K +$19K +521 New
SWA
157
Sutton Wealth Advisors
Florida
$17.9K – – –
IFAM
158
Institutional & Family Asset Management
Colorado
$16K – – –
Nisa Investment Advisors
159
Nisa Investment Advisors
Missouri
$14K – – –
GAM
160
Gemmer Asset Management
California
$5K – – –
QI
161
QS Investors
New York
$4K – – –
AssetMark Inc
162
AssetMark Inc
California
$4K +$4K +115 New
TFO
163
Tarbox Family Office
California
$3K – – –
AS
164
Altshuler Shaham
Israel
$3K +$2.44K +74 +435%
TWA
165
TCI Wealth Advisors
Arizona
$2K +$2K +65 New
PFBT
166
Parkside Financial Bank & Trust
Missouri
$1K – – –
HGWM
167
Harvest Group Wealth Management
Massachusetts
$1K – – –
DIM
168
Delta Investment Management
California
– -$6.4M -6,395,959 Closed
AFG
169
American Financial Group
Ohio
– -$12.2M -373,705 Closed
Renaissance Technologies
170
Renaissance Technologies
New York
– -$3.54M -108,600 Closed
OAM
171
Oxford Asset Management
United Kingdom
– -$2.36M -72,369 Closed
Credit Agricole
172
Credit Agricole
France
– -$1.5M -46,000 Closed
Connor, Clark & Lunn Investment Management (CC&L)
173
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$1.08M -33,000 Closed
UCFA
174
United Capital Financial Advisors
Texas
– -$892K -27,342 Closed
SO
175
STRS Ohio
Ohio
– -$798K -24,500 Closed
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