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Pathward Financial
CASH

Overview Fund Activity

192 hedge funds and large institutions have $1.03B invested in Pathward Financial in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 59 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+11
Holders Change %
+6.08%
% of All Funds
3.07%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
34
Increased
59
Reduced
67
Closed
22
Calls
$3.17M
Puts
$4.28M
Net Calls
-$1.11M
Net Calls Change
-$3.69M

Top Buyers

1
UBS AM
UBS AM
Illinois
$15.8M
2
ARS
Adirondack Retirement Specialists
New York
$11.7M
3
Goldman Sachs
Goldman Sachs
New York
$53.2M
4
PCM
Philosophy Capital Management
California
$26.4M
5
SAM
Synergy Asset Management
Washington
$7.75M

Top Sellers

1
AAM
Austin Asset Management
Texas
$12.4M
2
EIP
Epoch Investment Partners
New York
$11.9M
3
AFCM
Alta Fox Capital Management
Texas
$16.3M
4
ACM
Ararat Capital Management
Connecticut
$10.9M
5
Man Group
Man Group
United Kingdom
$6.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
176
Institutional & Family Asset Management
Colorado
$18.7K – – –
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
AA
178
Ancora Advisors
Ohio
$9.13K – – –
WP
179
WealthPLAN Partners
Nebraska
$8.92K +$8.92K +215 New
GWM
180
Guardian Wealth Management
Illinois
$8.63K +$8.63K +208 New
JFGIW
181
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.43K +$5.06K +122 +370%
PFBT
182
Parkside Financial Bank & Trust
Missouri
$4.48K – – –
US Bancorp
183
US Bancorp
Minnesota
$4.03K – – –
Federated Hermes
184
Federated Hermes
Pennsylvania
$3.49K – – –
RFG
185
RFP Financial Group
Georgia
$2.24K – – –
QCG
186
Quadrant Capital Group
Ohio
$2.08K – – –
BTI
187
Blue Trust Inc
Georgia
$2K – – –
MPWT
188
MassMutual Private Wealth & Trust
Connecticut
$1.45K – – –
Toronto Dominion Bank
189
Toronto Dominion Bank
Ontario, Canada
$1K +$1K +13 New
ASN
190
Advisory Services Network
Georgia
$871 – – –
BIA
191
Bell Investment Advisors
California
$623 -$415 -10 -40%
ECM
192
Everence Capital Management
Indiana
$280 – – –
PTC
193
Private Trust Company
Ohio
$249 +$249 +6 New
VRM
194
Vectors Research Management
New York
– -$2.41M -2,409,969 Closed
HIM
195
Hillsdale Investment Management
Ontario, Canada
– -$3.69M -85,603 Closed
State of New Jersey Common Pension Fund D
196
State of New Jersey Common Pension Fund D
New Jersey
– -$2.25M -52,250 Closed
Allianz Asset Management
197
Allianz Asset Management
Germany
– -$1.12M -26,000 Closed
ETC
198
Exchange Traded Concepts
Oklahoma
– -$950K -22,063 Closed
SO
199
STRS Ohio
Ohio
– -$701K -16,300 Closed
SEI Investments
200
SEI Investments
Pennsylvania
– -$532K -12,352 Closed
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