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Pathward Financial
CASH

Overview Fund Activity

181 hedge funds and large institutions have $988M invested in Pathward Financial in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 77 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
-4
Holders Change %
-2.16%
% of All Funds
2.92%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
26
Increased
46
Reduced
77
Closed
27
Calls
$3.89M
Puts
$1.31M
Net Calls
+$2.58M
Net Calls Change
+$2.92M

Top Buyers

1
AFCM
1
Alta Fox Capital Management
Texas
$32.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$6.83M
3
Goldman Sachs
3
Goldman Sachs
New York
$45.8M
4
HIM
4
Hillsdale Investment Management
Ontario, Canada
$3.69M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$3.2M

Top Sellers

1
PFA
1
Pure Financial Advisors
California
$0
2
AAM
2
Austin Asset Management
Texas
$29.7M
3
UBS AM
3
UBS AM
Illinois
$0
4
BlackRock
4
BlackRock
New York
$178M
5
State Street
5
State Street
Massachusetts
$52.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
151
Lazard Asset Management
New York
$82K +$30.8K +717 +60%
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$82K +$80.5K +1,890 +5,250%
HFM
153
Harvest Fund Management
China
$72K – – –
Osaic Holdings
154
Osaic Holdings
Arizona
$70.1K -$44.3K -1,034 -39%
Simplex Trading
155
Simplex Trading
Illinois
$67K +$67K +1,578 New
Dimensional Fund Advisors
156
Dimensional Fund Advisors
Texas
$63.2K -$74 -1,729 -0.1%
CFGS
157
Concourse Financial Group Securities
Alabama
$62.1K -$862 -20 -1%
IA
158
IFP Advisors
Florida
$54K -$675 -6 -1%
FCT
159
First Community Trust
Iowa
$39K – – –
SWA
160
Sutton Wealth Advisors
Florida
$31.7K – – –
IFAM
161
Institutional & Family Asset Management
Colorado
$19.4K – – –
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$14K +$401 +9 +3%
AA
163
Ancora Advisors
Ohio
$9K – – –
KFI
164
Key Financial Inc
Pennsylvania
$6.2K – – –
CAS
165
Coppell Advisory Solutions
Texas
$5.73K +$5.73K +133 New
CASC
166
Coppell Advisory Solutions Corp
Texas
$5.73K +$5.73K +133 New
PFBT
167
Parkside Financial Bank & Trust
Missouri
$4.65K – – –
US Bancorp
168
US Bancorp
Minnesota
$4.18K +$4.18K +97 New
TRCT
169
Tower Research Capital (TRC)
New York
$4K -$224K -4,992 -98%
Federated Hermes
170
Federated Hermes
Pennsylvania
$3.62K – – –
NA
171
NewEdge Advisors
Louisiana
$2.93K +$2.93K +68 New
RFG
172
RFP Financial Group
Georgia
$2.33K +$2.33K +54 New
QCG
173
Quadrant Capital Group
Ohio
$2.15K – – –
MPWT
174
MassMutual Private Wealth & Trust
Connecticut
$2K +$2K +35 New
BTI
175
Blue Trust Inc
Georgia
$2K +$2K +47 New
5 6
7
8 9