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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 %
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$140K -$5.15K -78 -4%
Nisa Investment Advisors
202
Nisa Investment Advisors
Missouri
$134K -$32.9K -498 -20%
SAM
203
Shell Asset Management
Netherlands
$116K +$116K +1,758 New
CFGS
204
Concourse Financial Group Securities
Alabama
$95.1K – – –
PAS
205
Point72 Asia (Singapore)
Singapore
$93.8K +$93.8K +1,421 New
BBHC
206
Brown Brothers Harriman & Co
New York
$90.6K – – –
NC
207
nVerses Capital
Florida
$79.2K +$79.2K +1,200 New
KBC Group
208
KBC Group
Belgium
$64K – – –
DCM
209
Disciplina Capital Management
Tennessee
$62.6K +$62.6K +948 New
Federated Hermes
210
Federated Hermes
Pennsylvania
$59.7K +$15.6K +237 +35%
FCT
211
First Community Trust
Iowa
$59.4K – – –
GC
212
Globeflex Capital
California
$57K – – –
UFF
213
USA Financial Formulas
Michigan
$55.8K +$55.8K +846 New
CFM
214
Catalyst Funds Management
Australia
$52.8K +$39.6K +600 +300%
HFM
215
Harvest Fund Management
China
$48K – – –
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$40K +$6.92K +104 +21%
RWB
217
RMR Wealth Builders
New Jersey
$40K +$15K +8,059 +60%
Acadian Asset Management
218
Acadian Asset Management
Massachusetts
$35K +$35K +531 New
PD
219
Point72 (DIFC)
United Arab Emirates
$35K +$35K +530 New
FMP
220
Financial Management Professionals
Texas
$29K +$29K +438 New
GI
221
GAMMA Investing
California
$27.3K -$660 -10 -2%
QL
222
Quarry LP
New York
$26K -$8.25K -125 -24%
GCM
223
Gladius Capital Management
Illinois
$25.2K -$10.8K -164 -30%
Ohio Public Employees Retirement System (OPERS)
224
Ohio Public Employees Retirement System (OPERS)
Ohio
$24.1K -$660 -10 -3%
FDCDDQ
225
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.1K +$23.1K +350 New
7 8
9
10 11