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Pathward Financial
CASH

Overview Fund Activity

192 hedge funds and large institutions have $1.02B invested in Pathward Financial in 2022 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 72 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
-12
Holders Change %
-5.88%
% of All Funds
3.25%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
28
Increased
64
Reduced
72
Closed
33
Calls
$266K
Puts
$1.12M
Net Calls
-$858K
Net Calls Change
-$511K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$75M
2
RIM
2
Redpoint Investment Management
Australia
$9.62M
3
ACM
3
Ararat Capital Management
Connecticut
$19.3M
4
PCM
4
Philosophy Capital Management
California
$7.09M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$14.1M

Top Sellers

1
AAM
1
Austin Asset Management
Texas
$22.8M
2
DCM
2
Driehaus Capital Management
Illinois
$3.4M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$0
4
Man Group
4
Man Group
United Kingdom
$6.68M
5
State Street
5
State Street
Massachusetts
$56.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
176
Sutton Wealth Advisors
Florida
$29K +$657 +17 +2%
Ohio Public Employees Retirement System (OPERS)
177
Ohio Public Employees Retirement System (OPERS)
Ohio
$21K +$12.1K +311 +135%
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$20K +$20K +524 New
IFAM
179
Institutional & Family Asset Management
Colorado
$17K – – –
GI
180
Gradient Investments
Minnesota
$16K +$16K +405 New
AA
181
Ancora Advisors
Ohio
$9K – – –
APA
182
American Portfolios Advisors
New York
$8.2K +$8.2K +212 New
KFI
183
Key Financial Inc
Pennsylvania
$8K – – –
CCM
184
Chilton Capital Management
Texas
$7K +$7K +180 New
PFBT
185
Parkside Financial Bank & Trust
Missouri
$5K +$128 +3 +3%
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$5K +$913 +23 +22%
AssetMark Inc
187
AssetMark Inc
California
$5K +$2.77K +76 +125%
TWA
188
TCI Wealth Advisors
Arizona
$4K -$75 -2 -2%
ACM
189
Aquatic Capital Management
Illinois
$4K +$4K +100 New
EWA
190
EverSource Wealth Advisors
Alabama
$2K -$750 -15 -27%
Federated Hermes
191
Federated Hermes
Pennsylvania
$2K -$295 -9 -13%
Rockefeller Capital Management
192
Rockefeller Capital Management
New York
$1K -$84.9K -3,057 -99%
Canada Pension Plan Investment Board
193
Canada Pension Plan Investment Board
Ontario, Canada
– -$11.5M -210,000 Closed
OCM
194
Osterweis Capital Management
California
– -$4.91M -89,333 Closed
HF
195
HRT Financial
New York
– -$4.65M -84,637 Closed
E
196
Ergoteles
New York
– -$2.41M -43,800 Closed
PCM
197
Pinz Capital Management
New York
– -$1.75M -31,842 Closed
N
198
Natixis
France
– -$1.37M -25,000 Closed
NA
199
Navellier & Associates
Nevada
– -$770K -14,018 Closed
Jane Street
200
Jane Street
New York
– -$767K -13,957 Closed
5 6 7
8
9