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Pathward Financial

192 hedge funds and large institutions have $1.09B invested in Pathward Financial in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 96 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
Holders Change %
0%
% of All Funds
3.03%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
20
Increased
45
Reduced
96
Closed
20
Calls
$1.69M
Puts
$1.22M
Net Calls
+$468K
Net Calls Change
+$1.58M
Name Holding Trade Value Shares
Change
Shares
Change %
Handelsbanken Fonder
151
Handelsbanken Fonder
Sweden
$209K +$209K +4,500 New
SDIC
152
South Dakota Investment Council
South Dakota
$195K -$663K -14,288 -77%
GWSG
153
GPS Wealth Strategies Group
Colorado
$180K
Walleye Trading
154
Walleye Trading
New York
$173K -$819K -17,674 -83%
Amundi
155
Amundi
France
$168K -$12.7K -264 -7%
ACM
156
Aquatic Capital Management
Illinois
$153K +$153K +3,300 New
CSB
157
City State Bank
Iowa
$149K
CMF
158
Counterpoint Mutual Funds
California
$122K +$4.91K +106 +4%
EMFAT
159
Emerald Mutual Fund Advisers Trust
Pennsylvania
$122K -$317K -6,842 -72%
SAM
160
Shell Asset Management
Netherlands
$121K -$647 -14 -0.5%
AIP
161
Ameritas Investment Partners
Nebraska
$106K
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$104K -$35K -755 -25%
KBC Group
163
KBC Group
Belgium
$102K
BBHC
164
Brown Brothers Harriman & Co
New York
$97.6K
Nisa Investment Advisors
165
Nisa Investment Advisors
Missouri
$94.6K
PMEF
166
Point72 Middle East FZE
United Arab Emirates
$91.1K +$91.1K +1,964 New
Lazard Asset Management
167
Lazard Asset Management
New York
$70K +$70K +1,523 New
MLICM
168
Metropolitan Life Insurance Company (MetLife)
New York
$68.3K
CFGS
169
Concourse Financial Group Securities
Alabama
$66.8K
GC
170
Globeflex Capital
California
$63.4K -$34K -733 -35%
Point72 Asset Management
171
Point72 Asset Management
Connecticut
$47.4K +$47.4K +1,022 New
FCT
172
First Community Trust
Iowa
$41.7K
C
173
Covestor
United Kingdom
$37K +$11.9K +256 +47%
QL
174
Quarry LP
New York
$35.3K +$35.3K +762 New
HFM
175
Harvest Fund Management
China
$29K