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Pathward Financial
CASH

Overview Fund Activity

218 hedge funds and large institutions have $1.3B invested in Pathward Financial in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 78 increasing their positions, 75 reducing their positions, and 16 closing their positions.

Holders
218
Holders Change
+13
Holders Change %
+6.34%
% of All Funds
3.2%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
31
Increased
78
Reduced
75
Closed
16
Calls
$2.67M
Puts
$1.92M
Net Calls
+$752K
Net Calls Change
+$885K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$92.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$40.2M
3
GIM
3
Greenwich Investment Management
Connecticut
$6.86M
4
Man Group
4
Man Group
United Kingdom
$4.4M
5
Goldman Sachs
5
Goldman Sachs
New York
$83.8M

Top Sellers

1
AAM
1
Austin Asset Management
Texas
$19.1M
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$6.09M
3
PCM
3
Philosophy Capital Management
California
$23.2M
4
FI
4
Financial Insights
Washington
$0
5
NCM
5
Nantahala Capital Management
Connecticut
$56.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EGM
151
Engineers Gate Manager
New York
$420K +$420K +7,932 New
OPERF
152
Oregon Public Employees Retirement Fund
Oregon
$405K -$5.29K -100 -1%
State Board of Administration of Florida Retirement System
153
State Board of Administration of Florida Retirement System
Florida
$405K – – –
DT
154
Diversified Trust
Tennessee
$395K +$32.1K +606 +9%
ASRS
155
Arizona State Retirement System
Arizona
$388K -$17.5K -331 -4%
ECM
156
Everence Capital Management
Indiana
$357K – – –
AA
157
ALPS Advisors
Colorado
$341K -$23.9K -451 -7%
YIH
158
Y-Intercept (HK)
Hong Kong
$340K -$215K -4,057 -39%
Zurich Cantonal Bank
159
Zurich Cantonal Bank
Switzerland
$337K – – –
MFIM
160
Mesirow Financial Investment Management
Illinois
$335K – – –
OPS
161
Orion Portfolio Solutions
Nebraska
$330K +$93.3K +1,841 +39%
BCI
162
Brinker Capital Investments
Pennsylvania
$330K +$93.3K +1,841 +39%
Lazard Asset Management
163
Lazard Asset Management
New York
$329K +$154K +2,934 +88%
DekaBank Deutsche Girozentrale
164
DekaBank Deutsche Girozentrale
Germany
$303K +$125K +2,330 +70%
COPPSERS
165
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$299K -$629K -11,883 -68%
ARC
166
Advisor Resource Council
Texas
$272K +$272K +5,146 New
VF
167
Virtu Financial
New York
$262K +$262K +4,955 New
Allspring Global Investments
168
Allspring Global Investments
North Carolina
$262K -$82.5K -1,559 -24%
ProShare Advisors
169
ProShare Advisors
Maryland
$259K +$259K +4,901 New
BF
170
BOK Financial
Oklahoma
$257K +$257K +4,860 New
SPIA
171
Steward Partners Investment Advisory
New York
$256K +$23.3K +441 +10%
CCP
172
Carmel Capital Partners
California
$256K +$215K +4,056 +523%
VI
173
Versor Investments
New York
$252K – – –
HighTower Advisors
174
HighTower Advisors
Illinois
$248K +$2.01K +38 +0.8%
MOACM
175
Mutual of America Capital Management
New York
$243K -$688 -13 -0.3%
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7
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