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Pathward Financial
CASH

Overview Fund Activity

59 hedge funds and large institutions have $125M invested in Pathward Financial in 2013 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 7 closing their positions.

Holders
59
Holders Change
-3
Holders Change %
-4.84%
% of All Funds
1.71%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
6
Increased
27
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCC
1
Second Curve Capital
Pennsylvania
$6.05M
2
PFMOSF
2
Philadelphia Financial Management of San Francisco
California
$19.3M
3
PI
3
Putnam Investments
Massachusetts
$5.19M
4
1IC
4
1919 Investment Counsel
Maryland
$2.22M
5
FP
5
Foundry Partners
Minnesota
$1.72M

Top Sellers

1
RFC
1
Russell Frank Company
Washington
$0
2
BIT
2
BlackRock Institutional Trust
California
$2.9M
3
Deutsche Bank
3
Deutsche Bank
Germany
$1.81M
4
TC
4
TFS Capital
Pennsylvania
$0
5
BG
5
BlackRock Group
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$21.6M 535,500 – –
PFMOSF
2
Philadelphia Financial Management of San Francisco
California
$19.3M 477,589 +94,070 +25%
CCM
3
Castine Capital Management
Massachusetts
$9.14M 226,703 – –
BFA
4
BlackRock Fund Advisors
California
$6.8M 168,662 -6,402 -4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$6.34M 157,120 +2,208 +1%
SCC
6
Second Curve Capital
Pennsylvania
$6.05M 149,989 +133,278 +798%
PI
7
Putnam Investments
Massachusetts
$5.19M 128,700 +79,119 +160%
Vanguard Group
8
Vanguard Group
Pennsylvania
$4.72M 117,103 +11,315 +11%
Renaissance Technologies
9
Renaissance Technologies
New York
$4.04M 100,100 +7,200 +8%
Northern Trust
10
Northern Trust
Illinois
$3.39M 84,053 +6,141 +8%
State Street
11
State Street
Massachusetts
$3.18M 78,740 +11,702 +17%
BIT
12
BlackRock Institutional Trust
California
$2.9M 71,997 -41,562 -37%
EMFAT
13
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.43M 59,740 +40,430 +209%
1IC
14
1919 Investment Counsel
Maryland
$2.22M 55,000 +55,000 New
EI
15
EAM Investors
California
$1.86M 46,035 -295 -0.6%
Deutsche Bank
16
Deutsche Bank
Germany
$1.81M 44,885 -17,235 -28%
FP
17
Foundry Partners
Minnesota
$1.72M 42,754 +42,754 New
CAM
18
ClariVest Asset Management
California
$1.72M 42,548 -7,791 -15%
AC
19
Ascend Capital
California
$1.71M 42,462 +1,797 +4%
BCM
20
Bridgeway Capital Management
Texas
$1.71M 42,455 – –
GC
21
Guggenheim Capital
Illinois
$1.47M 36,405 +1,246 +4%
NFA
22
Nationwide Fund Advisors
Ohio
$1.42M 35,301 +18,764 +113%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.25M 30,899 +12,915 +72%
Morgan Stanley
24
Morgan Stanley
New York
$1.24M 30,800 +1,871 +6%
TCIM
25
TIAA CREF Investment Management
New York
$1.05M 25,995 – –
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