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Pathward Financial
CASH

Overview Fund Activity

192 hedge funds and large institutions have $1.03B invested in Pathward Financial in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 59 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+11
Holders Change %
+6.08%
% of All Funds
3.07%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
34
Increased
59
Reduced
67
Closed
22
Calls
$3.17M
Puts
$4.28M
Net Calls
-$1.11M
Net Calls Change
-$3.69M

Top Buyers

1
UBS AM
UBS AM
Illinois
$15.8M
2
ARS
Adirondack Retirement Specialists
New York
$11.7M
3
Goldman Sachs
Goldman Sachs
New York
$53.2M
4
PCM
Philosophy Capital Management
California
$26.4M
5
SAM
Synergy Asset Management
Washington
$7.75M

Top Sellers

1
AAM
Austin Asset Management
Texas
$12.4M
2
EIP
Epoch Investment Partners
New York
$11.9M
3
AFCM
Alta Fox Capital Management
Texas
$16.3M
4
ACM
Ararat Capital Management
Connecticut
$10.9M
5
Man Group
Man Group
United Kingdom
$6.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
151
Meeder Asset Management
Ohio
$184K -$334K -8,050 -64%
GWSG
152
GPS Wealth Strategies Group
Colorado
$161K +$161K +3,882 New
Amundi
153
Amundi
France
$155K +$155K +3,768 New
CSB
154
City State Bank
Iowa
$133K – – –
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$124K +$1.41K +34 +1%
SAM
156
Shell Asset Management
Netherlands
$109K -$373 -9 -0.3%
Allspring Global Investments
157
Allspring Global Investments
North Carolina
$105K +$19.9K +479 +23%
CMF
158
Counterpoint Mutual Funds
California
$105K +$2.95K +71 +3%
Walleye Capital
159
Walleye Capital
New York
$103K +$103K +2,491 New
AIP
160
Ameritas Investment Partners
Nebraska
$94.6K – – –
KBC Group
161
KBC Group
Belgium
$91K -$13.4K -323 -13%
BBHC
162
Brown Brothers Harriman & Co
New York
$87.3K – – –
GC
163
Globeflex Capital
California
$87.1K – – –
Nisa Investment Advisors
164
Nisa Investment Advisors
Missouri
$85K -$167 -4 -0.2%
TRCT
165
Tower Research Capital (TRC)
New York
$77K +$73.3K +1,760 +1,978%
QT
166
Quantbot Technologies
New York
$69.7K +$69.7K +1,679 New
MLICM
167
Metropolitan Life Insurance Company (MetLife)
New York
$61.1K -$18.4K -443 -23%
CFGS
168
Concourse Financial Group Securities
Alabama
$59.8K – – –
Simplex Trading
169
Simplex Trading
Illinois
$58K -$6.96K -169 -11%
Osaic Holdings
170
Osaic Holdings
Arizona
$51.6K -$16.3K -393 -24%
CAL
171
Capital Analysts LLC
Pennsylvania
$47K +$47K +1,125 New
FCT
172
First Community Trust
Iowa
$37.3K – – –
HFM
173
Harvest Fund Management
China
$26K -$52.7K -1,269 -67%
HNB
174
Huntington National Bank
Ohio
$24.9K +$24.9K +600 +60,000%
C
175
Covestor
United Kingdom
$23K +$22.6K +532 +5,911%
5 6
7
8 9