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Pathward Financial
CASH

Overview Fund Activity

181 hedge funds and large institutions have $988M invested in Pathward Financial in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 77 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
-4
Holders Change %
-2.16%
% of All Funds
2.92%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
26
Increased
46
Reduced
77
Closed
27
Calls
$3.89M
Puts
$1.31M
Net Calls
+$2.58M
Net Calls Change
+$2.92M

Top Buyers

1
AFCM
1
Alta Fox Capital Management
Texas
$32.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$6.83M
3
Goldman Sachs
3
Goldman Sachs
New York
$45.8M
4
HIM
4
Hillsdale Investment Management
Ontario, Canada
$3.69M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$3.2M

Top Sellers

1
PFA
1
Pure Financial Advisors
California
$0
2
AAM
2
Austin Asset Management
Texas
$29.7M
3
UBS AM
3
UBS AM
Illinois
$0
4
BlackRock
4
BlackRock
New York
$178M
5
State Street
5
State Street
Massachusetts
$52.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFGIW
176
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.42K +$1.42K +33 New
BIA
177
Bell Investment Advisors
California
$1.08K +$1.08K +25 New
ASN
178
Advisory Services Network
Georgia
$904 +$904 +21 New
ECM
179
Everence Capital Management
Indiana
$291 – – –
HNB
180
Huntington National Bank
Ohio
$43 – – –
UBS AM
181
UBS AM
Illinois
– -$14.2M -431,137 Closed
ZIM
182
Zacks Investment Management
Illinois
– -$292K -291,264 Closed
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
– -$3.08K -92,897 Closed
GCP
184
GSA Capital Partners
United Kingdom
– -$1.3M -39,388 Closed
CSS
185
Cubist Systematic Strategies
Connecticut
– -$1.27M -38,503 Closed
EGM
186
Engineers Gate Manager
New York
– -$1.24M -37,717 Closed
CWM
187
Cranbrook Wealth Management
Michigan
– -$947K -28,722 Closed
OQS
188
Occudo Quantitative Strategies
Florida
– -$855K -25,949 Closed
Renaissance Technologies
189
Renaissance Technologies
New York
– -$722K -21,900 Closed
GC
190
Guggenheim Capital
Illinois
– -$715K -21,725 Closed
SSA
191
Schonfeld Strategic Advisors
New York
– -$643K -19,500 Closed
Parallax Volatility Advisers
192
Parallax Volatility Advisers
California
– -$610K -18,493 Closed
CCIA
193
Campbell & Co Investment Adviser
Maryland
– -$465K -14,100 Closed
CIC
194
Cornercap Investment Counsel
Georgia
– -$427K -12,948 Closed
WG
195
Winton Group
United Kingdom
– -$368K -11,172 Closed
NC
196
NinePointTwo Capital
California
– -$335K -10,190 Closed
Tudor Investment Corp
197
Tudor Investment Corp
Connecticut
– -$334K -10,121 Closed
CCP
198
Clarkston Capital Partners
Michigan
– -$330K -10,000 Closed
JF
199
Jump Financial
Illinois
– -$320K -9,702 Closed
Cetera Investment Advisers
200
Cetera Investment Advisers
Illinois
– -$262K -7,947 Closed
5 6 7
8
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