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Pathward Financial
CASH

Overview Fund Activity

185 hedge funds and large institutions have $893M invested in Pathward Financial in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 66 increasing their positions, 65 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
-7
Holders Change %
-3.65%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
27
Increased
66
Reduced
65
Closed
33
Calls
$1.54M
Puts
$1.87M
Net Calls
-$336K
Net Calls Change
+$522K

Top Buyers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$13.2M
2
NCM
2
Nantahala Capital Management
Connecticut
$43.8M
3
PCM
3
Philosophy Capital Management
California
$15.4M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$19.6M
5
EIP
5
Epoch Investment Partners
New York
$26.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$40.8M
2
AAM
2
Austin Asset Management
Texas
$30.1M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$0
4
PFA
4
Pure Financial Advisors
California
$49.6M
5
SAM
5
Silvercrest Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$10K -$7.18K -219 -42%
AA
177
Ancora Advisors
Ohio
$7K – – –
APA
178
American Portfolios Advisors
New York
$6.99K – – –
KFI
179
Key Financial Inc
Pennsylvania
$6K – – –
PFBT
180
Parkside Financial Bank & Trust
Missouri
$4K -$333 -9 -8%
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$3.08K +$3.08K +92,897 New
Federated Hermes
182
Federated Hermes
Pennsylvania
$3K +$821 +23 +38%
QCG
183
Quadrant Capital Group
Ohio
$2K +$1.76K +44 +733%
Rockefeller Capital Management
184
Rockefeller Capital Management
New York
$1K – – –
Loomis, Sayles & Company
185
Loomis, Sayles & Company
Massachusetts
– -$14.4M -372,664 Closed
SAM
186
Silvercrest Asset Management
New York
– -$5.41M -139,938 Closed
AU
187
Algebris (UK)
United Kingdom
– -$5.23M -135,124 Closed
Assenagon Asset Management
188
Assenagon Asset Management
Luxembourg
– -$5.01M -129,422 Closed
BCM
189
Basswood Capital Management
New York
– -$4.7M -121,593 Closed
DCM
190
Driehaus Capital Management
Illinois
– -$3.4M -87,899 Closed
RGF
191
Retirement Guys Formula
Ohio
– -$84K -83,793 Closed
Los Angeles Capital Management
192
Los Angeles Capital Management
California
– -$1.69M -43,597 Closed
NFGCM
193
Norman Fields Gottscho Capital Management
New York
– -$1.38M -35,725 Closed
VI
194
Versor Investments
New York
– -$1.22M -31,576 Closed
KCM
195
Kennedy Capital Management
Missouri
– -$978K -25,285 Closed
BF
196
BOK Financial
Oklahoma
– -$782K -20,226 Closed
SIA
197
Schechter Investment Advisors
Michigan
– -$757K -19,580 Closed
PAM
198
Panagora Asset Management
Massachusetts
– -$702K -18,152 Closed
RP
199
Riverwater Partners
Wisconsin
– -$629K -16,273 Closed
SGI
200
Summit Global Investments
Utah
– -$588K -15,200 Closed
5 6 7
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