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Pathward Financial
CASH

Overview Fund Activity

66 hedge funds and large institutions have $144M invested in Pathward Financial in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 2 closing their positions.

Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
1.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
9
Increased
26
Reduced
24
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCC
1
Second Curve Capital
Pennsylvania
$14.2M
2
PFMOSF
2
Philadelphia Financial Management of San Francisco
California
$22.4M
3
AC
3
Ascend Capital
California
$2.67M
4
AWCI
4
Alpine Woods Capital Investors
New York
$610K
5
PI
5
Putnam Investments
Massachusetts
$6.31M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$147K
2
EMFAT
2
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.34M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$22.9M
4
RBLCM
4
Roaring Blue Lion Capital Management
Texas
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$3.58M
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$22.9M 511,100 -24,400 -5%
PFMOSF
2
Philadelphia Financial Management of San Francisco
California
$22.4M 499,614 +22,025 +5%
SCC
3
Second Curve Capital
Pennsylvania
$14.2M 316,099 +166,110 +111%
CCM
4
Castine Capital Management
Massachusetts
$10.1M 225,503 -1,200 -0.5%
BFA
5
BlackRock Fund Advisors
California
$7.65M 170,501 +1,839 +1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$7.02M 156,446 -674 -0.4%
PI
7
Putnam Investments
Massachusetts
$6.31M 140,600 +11,900 +9%
Vanguard Group
8
Vanguard Group
Pennsylvania
$5.39M 120,131 +3,028 +3%
State Street
9
State Street
Massachusetts
$3.83M 85,580 +6,840 +9%
Northern Trust
10
Northern Trust
Illinois
$3.58M 79,839 -4,214 -5%
Renaissance Technologies
11
Renaissance Technologies
New York
$3.58M 79,700 -20,400 -20%
1IC
12
1919 Investment Counsel
Maryland
$2.74M 61,000 +6,000 +11%
AC
13
Ascend Capital
California
$2.67M 59,457 +16,995 +40%
BIT
14
BlackRock Institutional Trust
California
$2.58M 57,553 -14,444 -20%
EI
15
EAM Investors
California
$2.01M 44,721 -1,314 -3%
GC
16
Guggenheim Capital
Illinois
$1.97M 43,881 +7,476 +21%
BCM
17
Bridgeway Capital Management
Texas
$1.9M 42,455 – –
FP
18
Foundry Partners
Minnesota
$1.86M 41,381 -1,373 -3%
CAM
19
ClariVest Asset Management
California
$1.82M 40,624 -1,924 -5%
NFA
20
Nationwide Fund Advisors
Ohio
$1.67M 37,265 +1,964 +6%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.42M 31,552 +653 +2%
EMFAT
22
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.34M 29,870 -29,870 -50%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$1.18M 26,217 +8,236 +46%
TCIM
24
TIAA CREF Investment Management
New York
$1.13M 25,255 -740 -3%
BIM
25
BlackRock Investment Management
Delaware
$909K 20,264 +501 +3%
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