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Pathward Financial
CASH

Overview Fund Activity

185 hedge funds and large institutions have $1.3B invested in Pathward Financial in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 50 increasing their positions, 76 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+22
Holders Change %
+13.5%
% of All Funds
3.23%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
35
Increased
50
Reduced
76
Closed
13
Calls
$6.11M
Puts
$1.58M
Net Calls
+$4.52M
Net Calls Change
+$2.11M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$123M
2
EIP
2
Epoch Investment Partners
New York
$15.8M
3
SG Americas Securities
3
SG Americas Securities
New York
$8.87M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$6.81M
5
KCM
5
Kennedy Capital Management
Missouri
$5.24M

Top Sellers

1
ZCM
1
Ziegler Capital Management
Illinois
$12.5M
2
PFP
2
Patriot Financial Partners
Pennsylvania
$22.1M
3
BEP
3
Brookside Equity Partners
Connecticut
$12.1M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$77.3M
5
MCM
5
Maltese Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
176
Meeder Asset Management
Ohio
$1K -$71.9K -1,870 -99%
FPB
177
First PREMIER Bank
South Dakota
$1K – – –
HI
178
Harbour Investments
Wisconsin
$1K +$1K +10 New
Rockefeller Capital Management
179
Rockefeller Capital Management
New York
$1K +$333 +12 +50%
ASN
180
Advisory Services Network
Georgia
$1K +$1K +22 New
BCA
181
Berman Capital Advisors
Georgia
$1K +$1K +30 New
Nisa Investment Advisors
182
Nisa Investment Advisors
Missouri
$146 – – –
BBHC
183
Brown Brothers Harriman & Co
New York
$107 – – –
PIC
184
Platt Investment Counsel
Florida
– -$292K -292,074 Closed
MCM
185
Maltese Capital Management
New York
– -$7.27M -160,530 Closed
LF
186
Lantz Financial
Illinois
– -$122K -122,341 Closed
RC
187
Roubaix Capital
Colorado
– -$3.29M -72,552 Closed
California Public Employees Retirement System
188
California Public Employees Retirement System
California
– -$3.09M -68,100 Closed
E
189
Ergoteles
New York
– -$1.06M -23,450 Closed
HF
190
HRT Financial
New York
– -$878K -19,380 Closed
MA
191
Mutual Advisors
Nebraska
– -$461K -10,178 Closed
CCIA
192
Campbell & Co Investment Adviser
Maryland
– -$417K -9,200 Closed
ECM
193
ExodusPoint Capital Management
New York
– -$373K -8,229 Closed
CANY
194
Caxton Associates (New York)
New York
– -$313K -6,919 Closed
Susquehanna International Group
195
Susquehanna International Group
Pennsylvania
– -$219K -4,841 Closed
SFS
196
Sowell Financial Services
Arkansas
– -$13K -266 Closed
4 5 6 7
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