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Pathward Financial
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Overview Fund Activity

229 hedge funds and large institutions have $1.19B invested in Pathward Financial in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 60 increasing their positions, 99 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+11
Holders Change %
+5.05%
% of All Funds
3.32%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
33
Increased
60
Reduced
99
Closed
20
Calls
$4.02M
Puts
$2.65M
Net Calls
+$1.37M
Net Calls Change
+$621K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$17.8M
2
ZCM
2
Ziegler Capital Management
Illinois
$10.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$93.8M
4
Millennium Management
4
Millennium Management
New York
$7.03M
5
American Century Companies
5
American Century Companies
Missouri
$21.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$34.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$17.1M
3
AAM
3
Austin Asset Management
Texas
$15.6M
4
GIM
4
Greenwich Investment Management
Connecticut
$0
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
151
Royce & Associates
New York
$382K +$382K +7,575 New
State of Tennessee, Department of Treasury
152
State of Tennessee, Department of Treasury
Tennessee
$379K -$92.2K -1,826 -20%
NYLIM
153
New York Life Investment Management
New York
$367K -$53.3K -1,055 -13%
ASRS
154
Arizona State Retirement System
Arizona
$361K -$9.59K -190 -3%
HCA
155
Harbor Capital Advisors
Illinois
$354K +$354K +7,022 New
DFCM
156
Dark Forest Capital Management
Puerto Rico
$352K +$352K +6,967 New
OPERF
157
Oregon Public Employees Retirement Fund
Oregon
$346K -$40.4K -800 -10%
AA
158
ALPS Advisors
Colorado
$345K +$20.1K +398 +6%
Zurich Cantonal Bank
159
Zurich Cantonal Bank
Switzerland
$321K – – –
Lazard Asset Management
160
Lazard Asset Management
New York
$315K – – –
DM
161
Deerfield Management
New York
$312K +$312K +6,188 New
US Bancorp
162
US Bancorp
Minnesota
$309K -$515K -10,205 -62%
Point72 Asset Management
163
Point72 Asset Management
Connecticut
$288K +$70.7K +1,400 +33%
DekaBank Deutsche Girozentrale
164
DekaBank Deutsche Girozentrale
Germany
$283K – – –
COPPSERS
165
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$278K -$7.32K -145 -3%
Allspring Global Investments
166
Allspring Global Investments
North Carolina
$278K +$28.1K +556 +11%
OPS
167
Orion Portfolio Solutions
Nebraska
$277K -$51.3K -1,017 -16%
BCI
168
Brinker Capital Investments
Pennsylvania
$277K -$51.3K -1,017 -16%
CIM
169
Cambria Investment Management
California
$271K -$258K -5,108 -49%
ProShare Advisors
170
ProShare Advisors
Maryland
$265K +$17.5K +346 +7%
Verition Fund Management
171
Verition Fund Management
Connecticut
$248K +$248K +4,919 New
CCP
172
Carmel Capital Partners
California
$244K – – –
YIH
173
Y-Intercept (HK)
Hong Kong
$241K -$83K -1,644 -26%
VI
174
Versor Investments
New York
$241K – – –
HighTower Advisors
175
HighTower Advisors
Illinois
$236K +$453 +9 +0.2%
5 6
7
8 9