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Pathward Financial
CASH

Overview Fund Activity

185 hedge funds and large institutions have $1.3B invested in Pathward Financial in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 50 increasing their positions, 76 reducing their positions, and 13 closing their positions.

Holders
185
Holders Change
+22
Holders Change %
+13.5%
% of All Funds
3.23%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
35
Increased
50
Reduced
76
Closed
13
Calls
$6.11M
Puts
$1.58M
Net Calls
+$4.52M
Net Calls Change
+$2.11M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$123M
2
EIP
2
Epoch Investment Partners
New York
$15.8M
3
SG Americas Securities
3
SG Americas Securities
New York
$8.87M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$6.81M
5
KCM
5
Kennedy Capital Management
Missouri
$5.24M

Top Sellers

1
ZCM
1
Ziegler Capital Management
Illinois
$12.5M
2
PFP
2
Patriot Financial Partners
Pennsylvania
$22.1M
3
BEP
3
Brookside Equity Partners
Connecticut
$12.1M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$77.3M
5
MCM
5
Maltese Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
151
Cetera Investment Advisers
Illinois
$208K 4,108 +4,108 New
T. Rowe Price Associates
152
T. Rowe Price Associates
Maryland
$202K 3,986 +3,986 New
GWSG
153
GPS Wealth Strategies Group
Colorado
$184K 3,639 +2,029 +126%
SAM
154
Shell Asset Management
Netherlands
$178K 3,521 +3,521 New
Zurich Cantonal Bank
155
Zurich Cantonal Bank
Switzerland
$154K 3,044 – –
HFM
156
Harvest Fund Management
China
$149K 2,893 +1,573 +119%
Federated Hermes
157
Federated Hermes
Pennsylvania
$144K 2,842 -1,516 -35%
AIP
158
Ameritas Investment Partners
Nebraska
$128K 2,526 – –
OSAM
159
O'Shaughnessy Asset Management
Connecticut
$119K 2,342 -282 -11%
Macquarie Group
160
Macquarie Group
Australia
$100K 1,980 +1,614 +441%
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$99K 1,978 +22 +1%
TRCT
162
Tower Research Capital (TRC)
New York
$97K 1,906 -1,419 -43%
ED
163
Exane Derivatives
France
$92.2K 1,852 +1,852 New
Osaic Holdings
164
Osaic Holdings
Arizona
$85K 1,673 +31 +2%
Simplex Trading
165
Simplex Trading
Illinois
$81K 1,606 +1,606 New
IFAM
166
Institutional & Family Asset Management
Colorado
$73K 1,450 – –
Lazard Asset Management
167
Lazard Asset Management
New York
$67K 1,331 – –
BU
168
BBVA USA
Alabama
$45K 892 +892 New
SWA
169
Sutton Wealth Advisors
Florida
$37.1K 732 – –
PFBT
170
Parkside Financial Bank & Trust
Missouri
$6K 113 +8 +8%
GAM
171
Gemmer Asset Management
California
$5K 102 – –
FHA
172
First Horizon Advisors
Tennessee
$4K 80 -19 -19%
AssetMark Inc
173
AssetMark Inc
California
$4K 72 +72 New
VCM
174
Versant Capital Management
Arizona
$2K 30 – –
AIG
175
American International Group
New York
$1.04K 20,463 -315 -2%
5 6
7
8 9