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Pathward Financial
CASH

Overview Fund Activity

201 hedge funds and large institutions have $1.56B invested in Pathward Financial in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 58 increasing their positions, 86 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+3
Holders Change %
+1.52%
% of All Funds
3.1%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
32
Increased
58
Reduced
86
Closed
27
Calls
$1.26M
Puts
$925K
Net Calls
+$333K
Net Calls Change
-$4.51M

Top Buyers

1
State Street
State Street
Massachusetts
$88.6M
2
UBS AM
UBS AM
Illinois
$22.9M
3
EIP
Epoch Investment Partners
New York
$36.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$15.3M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$20.5M

Top Sellers

1
BlackRock
BlackRock
New York
$265M
2
NCM
Nantahala Capital Management
Connecticut
$53.4M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
4
Vanguard Group
Vanguard Group
Pennsylvania
$120M
5
ACM
Ararat Capital Management
Connecticut
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOACM
151
Mutual of America Capital Management
New York
$258K +$4.23K +71 +2%
Jane Street
152
Jane Street
New York
$257K +$27.4K +459 +12%
GC
153
Globeflex Capital
California
$256K – – –
MAM
154
Meeder Asset Management
Ohio
$252K -$2.15K -36 -0.8%
CIM
155
Cambria Investment Management
California
$250K – – –
6M
156
6 Meridian
Kansas
$248K +$835 +14 +0.3%
BCM
157
Beck Capital Management
Texas
$235K +$235K +3,943 New
T. Rowe Price Associates
158
T. Rowe Price Associates
Maryland
$234K -$8.07K -135 -3%
BAM
159
Blueshift Asset Management
New Jersey
$225K +$225K +3,777 New
FIM
160
Freedom Investment Management
Connecticut
$224K -$30.6K -514 -12%
CANY
161
Caxton Associates (New York)
New York
$223K +$223K +3,740 New
SAM
162
Shell Asset Management
Netherlands
$222K +$20.6K +345 +10%
GWSG
163
GPS Wealth Strategies Group
Colorado
$219K -$1.97K -33 -0.9%
HighTower Advisors
164
HighTower Advisors
Illinois
$217K +$217K +3,633 New
QC
165
Quantedge Capital
Singapore
$203K -$65.7K -1,100 -24%
CSB
166
City State Bank
Iowa
$201K +$201K +3,365 New
SG Americas Securities
167
SG Americas Securities
New York
$197K -$151K -2,526 -43%
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$173K +$52.8K +883 +44%
Nisa Investment Advisors
169
Nisa Investment Advisors
Missouri
$171K – – –
AIP
170
Ameritas Investment Partners
Nebraska
$151K – – –
PHK
171
Point72 Hong Kong
Hong Kong
$136K +$136K +2,283 New
UFF
172
USA Financial Formulas
Michigan
$121K +$121K +2,029 New
Macquarie Group
173
Macquarie Group
Australia
$118K – – –
Rockefeller Capital Management
174
Rockefeller Capital Management
New York
$118K +$113K +1,892 +2,079%
SFM
175
Signet Financial Management
New Jersey
$115K +$115K +1,934 New
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