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Pathward Financial
CASH

Overview Fund Activity

84 hedge funds and large institutions have $218M invested in Pathward Financial in 2015 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 32 reducing their positions, and 9 closing their positions.

Holders
84
Holders Change
+6
Holders Change %
+7.69%
% of All Funds
2.35%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
15
Increased
28
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Ashford Capital Management
Delaware
$9.48M
2
CC
2
Consector Capital
New York
$7.78M
3
PFP
3
Patriot Financial Partners
Pennsylvania
$10.5M
4
NCM
4
Nantahala Capital Management
Connecticut
$12.3M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$9.97M

Top Sellers

1
BIT
1
BlackRock Institutional Trust
California
$6.96M
2
BA
2
BlackRock Advisors
Delaware
$855K
3
SCC
3
Second Curve Capital
Pennsylvania
$23.4M
4
BSA
4
Braun Stacey Associates
New York
$0
5
AI
5
Analytic Investors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCC
1
Second Curve Capital
Pennsylvania
$23.4M 560,794 -21,886 -4%
PFMOSF
2
Philadelphia Financial Management of San Francisco
California
$17M 406,516 – –
BWFM
3
Bridgewater Wealth & Financial Management
Maryland
– – – –
NCM
4
Nantahala Capital Management
Connecticut
$12.3M 295,403 +92,219 +45%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$10.9M 260,110 -8,832 -3%
PFP
6
Patriot Financial Partners
Pennsylvania
$10.5M 251,334 +116,334 +86%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$10.1M 240,936 +27,018 +13%
Renaissance Technologies
8
Renaissance Technologies
New York
$9.97M 238,700 +56,571 +31%
ACM
9
Ashford Capital Management
Delaware
$9.48M 226,945 +226,945 New
Vanguard Group
10
Vanguard Group
Pennsylvania
$8.19M 196,146 +9,572 +5%
CC
11
Consector Capital
New York
$7.78M 186,134 +186,134 New
BFA
12
BlackRock Fund Advisors
California
$7.37M 176,455 -2,992 -2%
BIT
13
BlackRock Institutional Trust
California
$6.96M 166,603 -124,933 -43%
PI
14
Putnam Investments
Massachusetts
$6.07M 145,421 +651 +0.4%
CCM
15
Castine Capital Management
Massachusetts
$4.94M 118,236 -8,491 -7%
State Street
16
State Street
Massachusetts
$4.23M 101,346 +3,766 +4%
Northern Trust
17
Northern Trust
Illinois
$3.78M 90,548 +12,325 +16%
FP
18
Foundry Partners
Minnesota
$3.43M 82,021 +9,473 +13%
Deutsche Bank
19
Deutsche Bank
Germany
$2.98M 71,438 +31,384 +78%
Invesco
20
Invesco
Georgia
$2.29M 54,747 +41,187 +304%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$2.28M 54,500 +1,100 +2%
TCIM
22
TIAA CREF Investment Management
New York
$2.19M 52,367 +8,818 +20%
PCM
23
Piermont Capital Management
Missouri
$2.19M 52,315 +1,825 +4%
NFA
24
Nationwide Fund Advisors
Ohio
$2.04M 48,762 – –
Geode Capital Management
25
Geode Capital Management
Massachusetts
$1.94M 46,460 +5,363 +13%
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