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Pathward Financial
CASH

Overview Fund Activity

192 hedge funds and large institutions have $1.09B invested in Pathward Financial in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 96 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
–
Holders Change %
0%
% of All Funds
3.03%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
20
Increased
45
Reduced
96
Closed
20
Calls
$1.69M
Puts
$1.22M
Net Calls
+$468K
Net Calls Change
+$1.58M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$15.1M
2
Man Group
2
Man Group
United Kingdom
$8.52M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$10.8M
4
CSS
4
Cubist Systematic Strategies
Connecticut
$3.13M
5
EF
5
Empowered Funds
Pennsylvania
$3.11M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$24M
2
AAM
2
Austin Asset Management
Texas
$19.2M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$12.6M
4
BlackRock
4
BlackRock
New York
$179M
5
SAM
5
Synergy Asset Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
176
Tower Research Capital (TRC)
New York
$26.5K -$59.2K -1,278 -69%
IFAM
177
Institutional & Family Asset Management
Colorado
$20.9K – – –
Osaic Holdings
178
Osaic Holdings
Arizona
$20K -$37.6K -812 -65%
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
AA
180
Ancora Advisors
Ohio
$10.2K – – –
GWM
181
Guardian Wealth Management
Illinois
$9.64K – – –
JFGIW
182
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.19K – – –
CAS
183
Coppell Advisory Solutions
Texas
$6.19K +$6.19K +133 New
PFBT
184
Parkside Financial Bank & Trust
Missouri
$5.01K – – –
Federated Hermes
185
Federated Hermes
Pennsylvania
$3.89K – – –
RFG
186
RFP Financial Group
Georgia
$2.5K – – –
BTI
187
Blue Trust Inc
Georgia
$2K – – –
MPWT
188
MassMutual Private Wealth & Trust
Connecticut
$1.62K – – –
QCG
189
Quadrant Capital Group
Ohio
$1.48K -$835 -18 -36%
Bessemer Group
190
Bessemer Group
New Jersey
$1K +$1K +26 New
BIA
191
Bell Investment Advisors
California
$835 +$139 +3 +20%
PA
192
Parallel Advisors
California
$371 +$371 +8 New
Allianz Asset Management
193
Allianz Asset Management
Germany
$297 +$297 +6,400 New
HNB
194
Huntington National Bank
Ohio
$46 -$27.6K -600 -100%
FP
195
Foundry Partners
Minnesota
– -$3.58M -86,188 Closed
SAM
196
Synergy Asset Management
Washington
– -$7.75M -36,575 Closed
KFP
197
KMG Fiduciary Partners
Ohio
– -$1.08M -25,917 Closed
SG Americas Securities
198
SG Americas Securities
New York
– -$707K -17,038 Closed
GCM
199
Graham Capital Management
Connecticut
– -$309K -7,451 Closed
SFI
200
Susquehanna Fundamental Investments
Pennsylvania
– -$272K -6,564 Closed
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8
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