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Pathward Financial
CASH

Overview Fund Activity

161 hedge funds and large institutions have $776M invested in Pathward Financial in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 45 reducing their positions, and 20 closing their positions.

Holders
161
Holders Change
–
Holders Change %
0%
% of All Funds
3.69%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
21
Increased
69
Reduced
45
Closed
20
Calls
$604K
Puts
$2.43M
Net Calls
-$1.83M
Net Calls Change
-$2.06M

Top Buyers

1
PFMOSF
1
Philadelphia Financial Management of San Francisco
California
$14.8M
2
TCM
2
TimesSquare Capital Management
New York
$47.8M
3
BlackRock
3
BlackRock
New York
$128M
4
Millennium Management
4
Millennium Management
New York
$5.08M
5
OCM
5
Osterweis Capital Management
California
$4.79M

Top Sellers

1
RP
1
Rice Partnership
Hawaii
$0
2
WG
2
Winton Group
United Kingdom
$690K
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$0
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$8.56M
5
JIR
5
James Investment Research
Ohio
$461K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
176
LPL Financial
California
– -$212K -5,814 Closed
Russell Investments Group
177
Russell Investments Group
United Kingdom
– -$209K -5,730 Closed
FCAG
178
First Capital Advisors Group
New Jersey
– -$20K -546 Closed
HR
179
Howe & Rusling
New York
– -$3K -75 Closed
APP
180
Avantax Planning Partners
Iowa
– -$1K -18 Closed
RP
181
Rice Partnership
Hawaii
– -$11.6M – –
PP
182
PagnatoKarp Partners
Virginia
– -$757K – –
4 5 6 7
8