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Pathward Financial
CASH

Overview Fund Activity

155 hedge funds and large institutions have $902M invested in Pathward Financial in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 43 increasing their positions, 63 reducing their positions, and 18 closing their positions.

Holders
155
Holders Change
+11
Holders Change %
+7.64%
% of All Funds
2.75%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.18%
New
30
Increased
43
Reduced
63
Closed
18
Calls
$256K
Puts
$549K
Net Calls
-$293K
Net Calls Change
-$3.1M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$18.9M
2
DCM
2
Driehaus Capital Management
Illinois
$10.9M
3
Deutsche Bank
3
Deutsche Bank
Germany
$6.97M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$16.7M
5
SCC
5
Second Curve Capital
Pennsylvania
$2.56M

Top Sellers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$74K
2
PFP
2
Patriot Financial Partners
Pennsylvania
$34M
3
CWM
3
Cranbrook Wealth Management
Michigan
$11.2M
4
NCM
4
Nantahala Capital Management
Connecticut
$56.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.91M
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
151
Rockefeller Capital Management
New York
$3K 90 +49 +120%
PWPS
152
Pinnacle Wealth Planning Services
Ohio
$1K 40 +40 New
AIG
153
American International Group
New York
$821 22,454 -671 -3%
ZIM
154
Zacks Investment Management
Illinois
– – -136,188 Closed
SFA
155
Sequoia Financial Advisors
Ohio
– – -43,542 Closed
SEI Investments
156
SEI Investments
Pennsylvania
– – -41,736 Closed
CIC
157
Cornercap Investment Counsel
Georgia
– – -32,202 Closed
MOS
158
MGO One Seven
Ohio
– – -30,349 Closed
JWCA
159
J.W. Cole Advisors
Florida
– – -22,217 Closed
Janney Montgomery Scott
160
Janney Montgomery Scott
Pennsylvania
– – -17,443 Closed
TI
161
Trexquant Investment
Connecticut
– – -16,901 Closed
AssetMark Inc
162
AssetMark Inc
California
– – -16,897 Closed
CGH
163
Crossmark Global Holdings
Texas
– – -11,170 Closed
Simplex Trading
164
Simplex Trading
Illinois
– – -6,257 Closed
Walleye Trading
165
Walleye Trading
New York
– – -3,314 Closed
FBT
166
First Bank & Trust
South Dakota
– – -1,064 Closed
SO
167
STRS Ohio
Ohio
– – -700 Closed
SCP
168
Steamboat Capital Partners
New York
– – -442 Closed
WCG
169
Weaver Consulting Group
California
– – -200 Closed
GT
170
Glenmede Trust
Pennsylvania
– – -108 Closed
APA
171
American Portfolios Advisors
New York
– – -6 Closed
IA
172
IFP Advisors
Florida
– – – –
MAM
173
Meeder Asset Management
Ohio
– – – –
CFGS
174
Concourse Financial Group Securities
Alabama
– – – –
HNB
175
Huntington National Bank
Ohio
$0 1 – –
4 5 6
7
8