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Pathward Financial
CASH

Overview Fund Activity

198 hedge funds and large institutions have $1.35B invested in Pathward Financial in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 75 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+13
Holders Change %
+7.03%
% of All Funds
3.48%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
25
Increased
62
Reduced
75
Closed
11
Calls
$6.54M
Puts
$1.7M
Net Calls
+$4.84M
Net Calls Change
+$317K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$151M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$12.2M
3
ZCM
3
Ziegler Capital Management
Illinois
$12.8M
4
ACM
4
Ararat Capital Management
Connecticut
$17.7M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$5.29M

Top Sellers

1
PFP
1
Patriot Financial Partners
Pennsylvania
$0
2
SG Americas Securities
2
SG Americas Securities
New York
$306K
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.38M
5
OCM
5
Osterweis Capital Management
California
$7.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
176
Institutional & Family Asset Management
Colorado
$76K – – –
ED
177
Exane Derivatives
France
$74.8K -$22.4K -426 -23%
QT
178
Quantbot Technologies
New York
$72K +$72K +1,382 New
Lazard Asset Management
179
Lazard Asset Management
New York
$65K -$3.83K -74 -6%
BU
180
BBVA USA
Alabama
$47K – – –
TRCT
181
Tower Research Capital (TRC)
New York
$45K -$55.8K -1,055 -55%
SWA
182
Sutton Wealth Advisors
Florida
$38.4K – – –
AA
183
Ancora Advisors
Ohio
$12K +$12K +220 New
Bessemer Group
184
Bessemer Group
New Jersey
$9K +$9K +169 New
Group One Trading
185
Group One Trading
Illinois
$8K +$8K +143 New
PFBT
186
Parkside Financial Bank & Trust
Missouri
$6K +$53 +1 +0.9%
GAM
187
Gemmer Asset Management
California
$5K – – –
AssetMark Inc
188
AssetMark Inc
California
$4K – – –
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$4K +$2.42K +55 +153%
FHA
190
First Horizon Advisors
Tennessee
$3K -$1.14K -22 -28%
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
$3K +$3K +50 New
VCM
192
Versant Capital Management
Arizona
$1K -$304 -7 -23%
FPB
193
First PREMIER Bank
South Dakota
$1K – – –
BCA
194
Berman Capital Advisors
Georgia
$1K – – –
HI
195
Harbour Investments
Wisconsin
$1K +$91 +1 +10%
Nisa Investment Advisors
196
Nisa Investment Advisors
Missouri
$151 – – –
BBHC
197
Brown Brothers Harriman & Co
New York
$110 – – –
PFP
198
Patriot Financial Partners
Pennsylvania
– -$22.1M -435,578 Closed
Wellington Management Group
199
Wellington Management Group
Massachusetts
– -$8.35M -164,952 Closed
PI
200
Putnam Investments
Massachusetts
– -$4.24M -83,800 Closed
5 6 7
8
9