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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
Man Group
1
Man Group
United Kingdom
$7.29M
2
ACM
2
Ararat Capital Management
Connecticut
$0
3
NCM
3
Nantahala Capital Management
Connecticut
$56.9M
4
AFCM
4
Alta Fox Capital Management
Texas
$8.54M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$50.5M
Name Market Value Shares Shares
Change 		Shares
Change %
BIA
201
Bell Investment Advisors
California
$2.77K 60 +42 +233%
RFG
202
RFP Financial Group
Georgia
$2.49K 54 – –
BTI
203
Blue Trust Inc
Georgia
$2K 47 – –
MPWT
204
MassMutual Private Wealth & Trust
Connecticut
$1.61K 35 – –
QCG
205
Quadrant Capital Group
Ohio
$1.06K 23 -9 -28%
PA
206
Parallel Advisors
California
$369 8 – –
ECM
207
Everence Capital Management
Indiana
$311 6,750 – –
HNB
208
Huntington National Bank
Ohio
$46 1 – –
ACM
209
Ararat Capital Management
Connecticut
– – -178,863 Closed
CSS
210
Cubist Systematic Strategies
Connecticut
– – -67,499 Closed
HSBC Holdings
211
HSBC Holdings
United Kingdom
– – -24,781 Closed
EGM
212
Engineers Gate Manager
New York
– – -7,530 Closed
E
213
Ergoteles
New York
– – -7,214 Closed
Allianz Asset Management
214
Allianz Asset Management
Germany
– – -6,400 Closed
QT
215
Quantbot Technologies
New York
– – -4,844 Closed
Walleye Trading
216
Walleye Trading
New York
– – -3,722 Closed
ACM
217
Aquatic Capital Management
Illinois
– – -3,300 Closed
PMEF
218
Point72 Middle East FZE
United Arab Emirates
– – -1,964 Closed
Point72 Asset Management
219
Point72 Asset Management
Connecticut
– – -1,022 Closed
QL
220
Quarry LP
New York
– – -762 Closed
Bessemer Group
221
Bessemer Group
New Jersey
– – -26 Closed
PFA
222
Pure Financial Advisors
California
– – – –
Simplex Trading
223
Simplex Trading
Illinois
– – – –
FPB
224
First PREMIER Bank
South Dakota
$0 10 – –
5 6 7 8
9