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Pathward Financial
CASH

Overview Fund Activity

205 hedge funds and large institutions have $1.13B invested in Pathward Financial in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 87 reducing their positions, and 14 closing their positions.

Holders
205
Holders Change
+13
Holders Change %
+6.77%
% of All Funds
3.27%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
28
Increased
61
Reduced
87
Closed
14
Calls
$687K
Puts
$820K
Net Calls
-$133K
Net Calls Change
-$601K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$69.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$23.5M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$10.8M
4
MAP
4
Moody Aldrich Partners
Massachusetts
$4.16M
5
Stifel Financial
5
Stifel Financial
Missouri
$4.52M

Top Sellers

1
AAM
1
Austin Asset Management
Texas
$17.2M
2
Man Group
2
Man Group
United Kingdom
$7.29M
3
ACM
3
Ararat Capital Management
Connecticut
$0
4
NCM
4
Nantahala Capital Management
Connecticut
$56.9M
5
AFCM
5
Alta Fox Capital Management
Texas
$8.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
176
Shell Asset Management
Netherlands
$119K -$1.85K -40 -2%
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$103K -$553 -12 -0.5%
BBHC
178
Brown Brothers Harriman & Co
New York
$97K – – –
Nisa Investment Advisors
179
Nisa Investment Advisors
Missouri
$93.8K -$230 -5 -0.2%
VI
180
Vestcor Inc
New Brunswick, Canada
$90K +$90K +1,954 New
Osaic Holdings
181
Osaic Holdings
Arizona
$85.8K +$65.9K +1,429 +331%
CMF
182
Counterpoint Mutual Funds
California
$84.8K -$36.4K -790 -30%
HFM
183
Harvest Fund Management
China
$78K +$49.2K +1,070 +171%
MLICM
184
Metropolitan Life Insurance Company (MetLife)
New York
$74.3K +$6.41K +139 +9%
CFGS
185
Concourse Financial Group Securities
Alabama
$66.4K – – –
KBC Group
186
KBC Group
Belgium
$45K -$56.6K -1,222 -56%
TRCT
187
Tower Research Capital (TRC)
New York
$43.4K +$17.1K +371 +65%
FCT
188
First Community Trust
Iowa
$41.5K – – –
GC
189
Globeflex Capital
California
$39.8K -$23.2K -503 -37%
C
190
Covestor
United Kingdom
$36K -$832 -18 -2%
CCP
191
Carmel Capital Partners
California
$35.7K +$35.7K +775 New
IFAM
192
Institutional & Family Asset Management
Colorado
$20.7K – – –
LFA
193
LGT Financial Advisors
Texas
$14.2K +$14.2K +308 New
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$14K – – –
GWM
195
Guardian Wealth Management
Illinois
$10.5K +$923 +20 +10%
AA
196
Ancora Advisors
Ohio
$10.1K – – –
CAS
197
Coppell Advisory Solutions
Texas
$5.73K – – –
PFBT
198
Parkside Financial Bank & Trust
Missouri
$4.98K – – –
Federated Hermes
199
Federated Hermes
Pennsylvania
$4.06K +$184 +4 +5%
JFGIW
200
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.46K -$3.69K -80 -52%
5 6 7
8
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