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Pathward Financial

204 hedge funds and large institutions have $1.4B invested in Pathward Financial in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 55 increasing their positions, 89 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+3
Holders Change %
+1.49%
% of All Funds
3.23%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
32
Increased
55
Reduced
89
Closed
27
Calls
$685K
Puts
$1.03M
Net Calls
-$347K
Net Calls Change
-$680K
Name Holding Trade Value Shares
Change
Shares
Change %
Nisa Investment Advisors
176
Nisa Investment Advisors
Missouri
$110K -$48.4K -880 -31%
MLICM
177
Metropolitan Life Insurance Company (MetLife)
New York
$105K -$335K -6,093 -76%
HFM
178
Harvest Fund Management
China
$104K
RGF
179
Retirement Guys Formula
Ohio
$87K -$751 -748 -0.9%
Lazard Asset Management
180
Lazard Asset Management
New York
$77K -$494 -9 -0.6%
IA
181
IFP Advisors
Florida
$56K +$56K +377 New
FCT
182
First Community Trust
Iowa
$49K
SWA
183
Sutton Wealth Advisors
Florida
$40.3K -$275 -5 -0.7%
QT
184
Quantbot Technologies
New York
$34K +$34K +622 New
TRCT
185
Tower Research Capital (TRC)
New York
$29K -$5.77K -104 -17%
IFAM
186
Institutional & Family Asset Management
Colorado
$25K
Ohio Public Employees Retirement System (OPERS)
187
Ohio Public Employees Retirement System (OPERS)
Ohio
$13K +$13K +231 New
AA
188
Ancora Advisors
Ohio
$12K
Group One Trading
189
Group One Trading
Illinois
$11K +$5.5K +100 +100%
KFI
190
Key Financial Inc
Pennsylvania
$10K +$10K +188 New
PFBT
191
Parkside Financial Bank & Trust
Missouri
$6K
Fifth Third Bancorp
192
Fifth Third Bancorp
Ohio
$6K +$1.69K +29 +39%
TWA
193
TCI Wealth Advisors
Arizona
$6K +$6K +108 New
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$6K +$6K +116 New
GAM
195
Gemmer Asset Management
California
$5K
Federated Hermes
196
Federated Hermes
Pennsylvania
$4K -$16K -280 -80%
AssetMark Inc
197
AssetMark Inc
California
$3K -$295 -6 -9%
EWA
198
EverSource Wealth Advisors
Alabama
$3K
MPWT
199
MassMutual Private Wealth & Trust
Connecticut
$2K +$2K +28 New
FPB
200
First PREMIER Bank
South Dakota
$1K