CASH icon

Pathward Financial
CASH

Overview Fund Activity

251 hedge funds and large institutions have $1.56B invested in Pathward Financial in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 81 increasing their positions, 97 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+22
Holders Change %
+9.61%
% of All Funds
3.63%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
42
Increased
81
Reduced
97
Closed
18
Calls
$1.15M
Puts
$521K
Net Calls
+$627K
Net Calls Change
-$396K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$51M
2
DCM
2
Driehaus Capital Management
Illinois
$13.5M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$14.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$36.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$135M

Top Sellers

1
AAM
1
Austin Asset Management
Texas
$22.6M
2
NCM
2
Nantahala Capital Management
Connecticut
$17.4M
3
AFCM
3
Alta Fox Capital Management
Texas
$10.4M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
PCM
5
Philosophy Capital Management
California
$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ProShare Advisors
176
ProShare Advisors
Maryland
$346K +$81.9K +1,241 +31%
SPIA
177
Steward Partners Investment Advisory
New York
$334K +$27.9K +422 +9%
VVP
178
Venture Visionary Partners
Ohio
$330K -$52.8K -800 -14%
Royal Bank of Canada
179
Royal Bank of Canada
Ontario, Canada
$330K +$43.6K +662 +15%
IA
180
Inspire Advisors
Idaho
$326K +$326K +4,935 New
ACM
181
Aquatic Capital Management
Illinois
$317K +$251K +3,800 +380%
AI
182
Atria Investments
North Carolina
$312K +$6.07K +92 +2%
CCP
183
Carmel Capital Partners
California
$311K -$7.99K -121 -3%
BHCM
184
Brevan Howard Capital Management
Jersey
$302K +$302K +4,574 New
Amundi
185
Amundi
France
$300K +$48.2K +708 +19%
MFIM
186
Mesirow Financial Investment Management
Illinois
$280K +$280K +4,249 New
UWM
187
USAdvisors Wealth Management
Minnesota
$275K +$275K +485 New
ET
188
Entropy Technologies
New York
$274K +$274K +4,149 New
SAG
189
SageView Advisory Group
California
$273K -$253K -3,835 -48%
WSFS
190
Wilmington Savings Fund Society
Delaware
$264K +$264K +4,000 New
MOACM
191
Mutual of America Capital Management
New York
$248K -$26.2K -397 -10%
OSAM
192
O'Shaughnessy Asset Management
Connecticut
$225K +$225K +3,049 New
Envestnet Portfolio Solutions
193
Envestnet Portfolio Solutions
Illinois
$221K +$221K +3,354 New
CC
194
Centiva Capital
New York
$213K -$62.3K -944 -23%
SG Americas Securities
195
SG Americas Securities
New York
$212K -$287K -4,340 -57%
SIA
196
Schechter Investment Advisors
Michigan
$210K +$210K +3,180 New
LP
197
LMR Partners
United Kingdom
$206K +$206K +3,122 New
CSB
198
City State Bank
Iowa
$181K – – –
AIP
199
Ameritas Investment Partners
Nebraska
$165K – – –
SDIC
200
South Dakota Investment Council
South Dakota
$165K – – –
6 7
8
9 10