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Pathward Financial

185 hedge funds and large institutions have $893M invested in Pathward Financial in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 66 increasing their positions, 65 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
-7
Holders Change %
-3.65%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
27
Increased
66
Reduced
65
Closed
33
Calls
$1.54M
Puts
$1.87M
Net Calls
-$336K
Net Calls Change
+$522K
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
151
Steward Partners Investment Advisory
New York
$178K -$17.2K -521 -9%
TRCT
152
Tower Research Capital (TRC)
New York
$167K -$4.31K -131 -3%
QT
153
Quantbot Technologies
New York
$125K -$146K -4,458 -54%
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$107K
CSB
155
City State Bank
Iowa
$106K
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$97K -$16.9K -517 -15%
GWSG
157
GPS Wealth Strategies Group
Colorado
$96K +$2.55K +77 +3%
SAM
158
Shell Asset Management
Netherlands
$94K -$12.5K -380 -12%
Osaic Holdings
159
Osaic Holdings
Arizona
$89K +$8K +240 +10%
KBC Group
160
KBC Group
Belgium
$83K -$18.4K -557 -18%
AIP
161
Ameritas Investment Partners
Nebraska
$75K
Allspring Global Investments
162
Allspring Global Investments
North Carolina
$69K -$49.6K -1,511 -42%
BBHC
163
Brown Brothers Harriman & Co
New York
$69K -$13.2K -402 -16%
GC
164
Globeflex Capital
California
$69K
Nisa Investment Advisors
165
Nisa Investment Advisors
Missouri
$68K +$1.46K +44 +2%
IA
166
IFP Advisors
Florida
$68K +$15.3K +109 +29%
Macquarie Group
167
Macquarie Group
Australia
$65K -$14.7K -366 -18%
MLICM
168
Metropolitan Life Insurance Company (MetLife)
New York
$63.2K
HFM
169
Harvest Fund Management
China
$62K
CFGS
170
Concourse Financial Group Securities
Alabama
$48K +$48K +1,460 New
Lazard Asset Management
171
Lazard Asset Management
New York
$39K -$33.7K -1,028 -46%
FCT
172
First Community Trust
Iowa
$30K
SWA
173
Sutton Wealth Advisors
Florida
$24.3K -$494 -15 -2%
DFCM
174
Dark Forest Capital Management
Puerto Rico
$23K +$23K +690 New
IFAM
175
Institutional & Family Asset Management
Colorado
$15K