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Pathward Financial
CASH

44 hedge funds and large institutions have $71.6M invested in Pathward Financial in 2013 Q2 according to their latest regulatory filings, with 44 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+44
Holders Change %
–
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
44
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$14.1M +$14.3M +1,606,500 New
PFMOSF
2
Philadelphia Financial Management of San Francisco
California
$12.8M +$13.1M +1,464,387 New
TF
3
Trutina Financial
Washington
$8.53M – – –
CCM
4
Castine Capital Management
Massachusetts
$6.74M +$6.87M +769,209 New
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$4.04M +$4.12M +460,725 New
BFA
6
BlackRock Fund Advisors
California
$3.7M +$3.77M +422,160 New
Vanguard Group
7
Vanguard Group
Pennsylvania
$2.68M +$2.73M +305,505 New
RBLCM
8
Roaring Blue Lion Capital Management
Texas
$2.5M +$2.44M +273,330 New
BIT
9
BlackRock Institutional Trust
California
$1.83M +$1.86M +208,800 New
CA
10
Continental Advisors
Utah
$1.64M +$1.68M +187,632 New
BP
11
Boston Provident
New Jersey
$1.52M +$1.55M +173,076 New
State Street
12
State Street
Massachusetts
$1.36M +$1.38M +154,800 New
WCM
13
Weintraub Capital Management
California
$1.31M +$1.34M +150,000 New
HCS
14
Harvest Capital Strategies
California
$1.26M +$1.29M +144,078 New
BCM
15
Bridgeway Capital Management
Texas
$1.12M +$1.14M +127,365 New
Northern Trust
16
Northern Trust
Illinois
$948K +$966K +108,129 New
TCIM
17
TIAA CREF Investment Management
New York
$664K +$677K +75,771 New
Morgan Stanley
18
Morgan Stanley
New York
$622K +$634K +71,025 New
CCM
19
Corsair Capital Management
New York
$549K +$560K +62,706 New
BIM
20
BlackRock Investment Management
Delaware
$448K +$457K +51,189 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$412K +$420K +47,037 New
Geode Capital Management
22
Geode Capital Management
Massachusetts
$383K +$391K +43,722 New
Renaissance Technologies
23
Renaissance Technologies
New York
$315K +$322K +36,000 New
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$297K +$303K +33,930 New
LSV Asset Management
25
LSV Asset Management
Illinois
$289K +$295K +33,000 New
1
2

CASH Hedge Fund Activity: Q2 2013 in Review

44 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Pathward Financial (CASH) for Q2 2013, worth a combined $71.6M.

Buyers outnumbered sellers: 44 funds opened new CASH positions and 0 closed out — a net gain of 44 holders — while 0 added to existing stakes and 0 trimmed.

  • 44 institutional investors held Pathward Financial (CASH) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $71.6M of Pathward Financial stock for Q2 2013.
  • 44 funds opened new Pathward Financial positions in Q2 2013 and 0 closed out, a net change of +44 holders.

Based on aggregated 13F filings for Q2 2013.