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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 %
CFM
201
Catalyst Funds Management
Australia
$50.5K +$50.5K +1,000 New
KBC Group
202
KBC Group
Belgium
$49K – – –
FCT
203
First Community Trust
Iowa
$45.4K – – –
GC
204
Globeflex Capital
California
$43.6K – – –
Simplex Trading
205
Simplex Trading
Illinois
$41K +$35.1K +704 +597%
HFM
206
Harvest Fund Management
China
$37K -$49.1K -967 -57%
Federated Hermes
207
Federated Hermes
Pennsylvania
$35.2K +$30.4K +602 +634%
ACM
208
Aquatic Capital Management
Illinois
$30.3K -$439K -8,700 -94%
IFAM
209
Institutional & Family Asset Management
Colorado
$22.7K – – –
GI
210
GAMMA Investing
California
$21.2K – – –
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$21K +$8.52K +170 +68%
Ohio Public Employees Retirement System (OPERS)
212
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.5K -$448K -8,875 -96%
LFA
213
LGT Financial Advisors
Texas
$14.8K – – –
PC
214
Promethos Capital
Massachusetts
$12.6K – – –
C
215
Covestor
United Kingdom
$12K -$15.4K -312 -56%
AA
216
Ancora Advisors
Ohio
$11.1K – – –
PFC
217
Phocas Financial Corp
California
$9.52K -$266 -5,271 -3%
QL
218
Quarry LP
New York
$5.05K +$5.05K +100 New
MPWT
219
MassMutual Private Wealth & Trust
Connecticut
$4.14K +$2.37K +47 +134%
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$3.53K – – –
BIA
221
Bell Investment Advisors
California
$3.03K -$505 -10 -14%
FFO
222
Fortitude Family Office
Arizona
$2.88K +$2.88K +57 New
BTI
223
Blue Trust Inc
Georgia
$2.37K – – –
QCG
224
Quadrant Capital Group
Ohio
$1.16K – – –
PS
225
Principal Securities
Iowa
$1.06K – – –
7 8
9
10 11