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Pathward Financial
CASH

Overview Fund Activity

229 hedge funds and large institutions have $1.19B invested in Pathward Financial in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 60 increasing their positions, 99 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+11
Holders Change %
+5.05%
% of All Funds
3.32%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
33
Increased
60
Reduced
99
Closed
20
Calls
$4.02M
Puts
$2.65M
Net Calls
+$1.37M
Net Calls Change
+$621K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$17.8M
2
ZCM
2
Ziegler Capital Management
Illinois
$10.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$93.8M
4
Millennium Management
4
Millennium Management
New York
$7.03M
5
American Century Companies
5
American Century Companies
Missouri
$21.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$34.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$17.1M
3
AAM
3
Austin Asset Management
Texas
$15.6M
4
GIM
4
Greenwich Investment Management
Connecticut
$0
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
176
Steward Partners Investment Advisory
New York
$234K -$10.1K -200 -4%
SSA
177
Schonfeld Strategic Advisors
New York
$231K +$231K +4,580 New
Handelsbanken Fonder
178
Handelsbanken Fonder
Sweden
$227K – – –
MOACM
179
Mutual of America Capital Management
New York
$222K -$9.64K -191 -4%
Amundi
180
Amundi
France
$209K +$46K +938 +28%
AQR Capital Management
181
AQR Capital Management
Connecticut
$204K +$204K +4,037 New
CC
182
Corton Capital
Ontario, Canada
$203K +$203K +4,019 New
NC
183
nVerses Capital
Florida
$187K +$187K +3,700 New
SG Americas Securities
184
SG Americas Securities
New York
$163K +$5.26K +104 +3%
PAS
185
Point72 Asia (Singapore)
Singapore
$161K +$70.5K +1,397 +78%
Osaic Holdings
186
Osaic Holdings
Arizona
$160K -$12.5K -247 -7%
PD
187
Point72 (DIFC)
United Arab Emirates
$154K +$154K +3,042 New
CSB
188
City State Bank
Iowa
$146K -$16.5K -326 -10%
AIP
189
Ameritas Investment Partners
Nebraska
$138K – – –
Nisa Investment Advisors
190
Nisa Investment Advisors
Missouri
$128K – – –
SDIC
191
South Dakota Investment Council
South Dakota
$126K -$20.1K -400 -14%
Royal Bank of Canada
192
Royal Bank of Canada
Ontario, Canada
$122K -$501K -9,965 -80%
PNC Financial Services Group
193
PNC Financial Services Group
Pennsylvania
$112K – – –
SAM
194
Shell Asset Management
Netherlands
$105K -$7.37K -130 -7%
VI
195
Vestcor Inc
New Brunswick, Canada
$99K – – –
TRCT
196
Tower Research Capital (TRC)
New York
$82.8K -$147K -2,921 -64%
CFGS
197
Concourse Financial Group Securities
Alabama
$72.8K – – –
MLICM
198
Metropolitan Life Insurance Company (MetLife)
New York
$71.9K -$2.63K -52 -4%
BBHC
199
Brown Brothers Harriman & Co
New York
$69.3K -$37K -733 -35%
EC
200
EntryPoint Capital
New York
$59.4K +$59.4K +1,176 New
6 7
8
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