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Pathward Financial
CASH

Overview Fund Activity

205 hedge funds and large institutions have $1.13B invested in Pathward Financial in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 87 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+13
Holders Change %
+6.77%
% of All Funds
3.27%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
28
Increased
61
Reduced
87
Closed
14
Calls
$687K
Puts
$820K
Net Calls
-$133K
Net Calls Change
-$601K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$69.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$23.5M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$10.8M
4
MAP
4
Moody Aldrich Partners
Massachusetts
$4.16M
5
Stifel Financial
5
Stifel Financial
Missouri
$4.52M

Top Sellers

1
AAM
1
Austin Asset Management
Texas
$17.2M
2
Man Group
2
Man Group
United Kingdom
$7.29M
3
ACM
3
Ararat Capital Management
Connecticut
$0
4
NCM
4
Nantahala Capital Management
Connecticut
$56.9M
5
AFCM
5
Alta Fox Capital Management
Texas
$8.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
DT
151
Diversified Trust
Tennessee
$316K +$316K +6,866 New
MFIM
152
Mesirow Financial Investment Management
Illinois
$309K – – –
Allspring Global Investments
153
Allspring Global Investments
North Carolina
$300K +$48.8K +1,059 +19%
Walleye Capital
154
Walleye Capital
New York
$298K +$298K +6,475 New
Verition Fund Management
155
Verition Fund Management
Connecticut
$297K +$297K +6,436 New
Marshall Wace
156
Marshall Wace
United Kingdom
$295K +$295K +6,400 New
Zurich Cantonal Bank
157
Zurich Cantonal Bank
Switzerland
$293K – – –
CCIA
158
Campbell & Co Investment Adviser
Maryland
$274K +$274K +5,951 New
VI
159
Versor Investments
New York
$220K +$220K +4,770 New
CC
160
Centiva Capital
New York
$220K -$29.8K -647 -12%
Nomura Holdings
161
Nomura Holdings
Japan
$217K -$511K -11,094 -70%
OPS
162
Orion Portfolio Solutions
Nebraska
$215K +$215K +4,662 New
BCI
163
Brinker Capital Investments
Pennsylvania
$215K +$215K +4,662 New
HighTower Advisors
164
HighTower Advisors
Illinois
$213K +$2.43K +53 +1%
MOACM
165
Mutual of America Capital Management
New York
$212K -$30.5K -661 -13%
Handelsbanken Fonder
166
Handelsbanken Fonder
Sweden
$207K – – –
SPIA
167
Steward Partners Investment Advisory
New York
$203K -$46.1K -1,000 -19%
PP
168
PDT Partners
New York
$202K -$203K -4,413 -50%
GWSG
169
GPS Wealth Strategies Group
Colorado
$189K +$9.86K +214 +6%
Amundi
170
Amundi
France
$158K -$7.99K -169 -5%
Lazard Asset Management
171
Lazard Asset Management
New York
$152K +$82.2K +1,793 +118%
DekaBank Deutsche Girozentrale
172
DekaBank Deutsche Girozentrale
Germany
$152K +$152K +3,316 New
CSB
173
City State Bank
Iowa
$148K – – –
SDIC
174
South Dakota Investment Council
South Dakota
$134K -$59.9K -1,298 -31%
AIP
175
Ameritas Investment Partners
Nebraska
$126K +$20.7K +450 +20%
5 6
7
8 9