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Pathward Financial
CASH

Overview Fund Activity

204 hedge funds and large institutions have $1.4B invested in Pathward Financial in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 55 increasing their positions, 89 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+3
Holders Change %
+1.49%
% of All Funds
3.23%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
32
Increased
55
Reduced
89
Closed
27
Calls
$685K
Puts
$1.03M
Net Calls
-$347K
Net Calls Change
-$680K

Top Buyers

1
BCM
Basswood Capital Management
New York
$8.84M
2
State Street
State Street
Massachusetts
$89M
3
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$7.39M
4
HF
HRT Financial
New York
$4.65M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$7.22M

Top Sellers

1
AAM
Austin Asset Management
Texas
$28M
2
Vanguard Group
Vanguard Group
Pennsylvania
$92.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$138M
4
Mariner
Mariner
Kansas
$0
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
201
Covestor
United Kingdom
$1K +$71 +1 +8%
Macquarie Group
202
Macquarie Group
Australia
$109 – – –
Mariner
203
Mariner
Kansas
– -$8.71M -8,698,505 Closed
BFM
204
Boothbay Fund Management
New York
– -$5.13M -85,999 Closed
Citadel Advisors
205
Citadel Advisors
Florida
– -$3.96M -66,404 Closed
State of New Jersey Common Pension Fund D
206
State of New Jersey Common Pension Fund D
New Jersey
– -$2.67M -44,695 Closed
Baird Financial Group
207
Baird Financial Group
Wisconsin
– -$1.38M -23,200 Closed
PFO
208
PMC FIG Opportunities
Israel
– -$1.1M -18,500 Closed
HW
209
Hancock Whitney
Mississippi
– -$673K -11,293 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
210
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$531K -8,900 Closed
AA
211
ALPS Advisors
Colorado
– -$436K -7,313 Closed
DC
212
Davenport & Co
Virginia
– -$365K -6,113 Closed
OC
213
Oppenheimer & Co
New York
– -$361K -6,059 Closed
RWA
214
Redhawk Wealth Advisors
Minnesota
– -$320K -5,360 Closed
Brown Advisory
215
Brown Advisory
Maryland
– -$282K -4,728 Closed
Verition Fund Management
216
Verition Fund Management
Connecticut
– -$272K -4,554 Closed
BCM
217
Beck Capital Management
Texas
– -$235K -3,943 Closed
BAM
218
Blueshift Asset Management
New Jersey
– -$225K -3,777 Closed
FIM
219
Freedom Investment Management
Connecticut
– -$224K -3,762 Closed
CANY
220
Caxton Associates (New York)
New York
– -$223K -3,740 Closed
QC
221
Quantedge Capital
Singapore
– -$203K -3,400 Closed
SG Americas Securities
222
SG Americas Securities
New York
– -$197K -3,298 Closed
PHK
223
Point72 Hong Kong
Hong Kong
– -$136K -2,283 Closed
UFF
224
USA Financial Formulas
Michigan
– -$121K -2,029 Closed
SFM
225
Signet Financial Management
New Jersey
– -$115K -1,934 Closed
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