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Pathward Financial
CASH

Overview Fund Activity

123 hedge funds and large institutions have $379M invested in Pathward Financial in 2016 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 25 reducing their positions, and 8 closing their positions.

Holders
123
Holders Change
+13
Holders Change %
+11.82%
% of All Funds
3.29%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
21
Increased
53
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$6.53M
2
OCG
2
Opus Capital Group
Ohio
$4.89M
3
EI
3
EAM Investors
California
$4.51M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$23.4M
5
PAM
5
Panagora Asset Management
Massachusetts
$2.14M

Top Sellers

1
PFMOSF
1
Philadelphia Financial Management of San Francisco
California
$14.6M
2
SCM
2
SG Capital Management
Illinois
$4.21M
3
NCM
3
Nantahala Capital Management
Connecticut
$25.8M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$11.6M
5
ECM
5
Exchange Capital Management
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NCM
1
Nantahala Capital Management
Connecticut
$25.8M 425,271 -48,827 -10%
EC
2
EJF Capital
Virginia
$24.5M 403,787 -2,100 -0.5%
ACM
3
Ashford Capital Management
Delaware
$24.5M 403,495 +3,045 +0.8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$23.4M 386,607 +47,645 +14%
PFP
5
Patriot Financial Partners
Pennsylvania
$18.6M 307,069 – –
Vanguard Group
6
Vanguard Group
Pennsylvania
$16.7M 276,354 +21,524 +8%
SCC
7
Second Curve Capital
Pennsylvania
$15.7M 258,732 +17,922 +7%
PFMOSF
8
Philadelphia Financial Management of San Francisco
California
$14.6M 241,650 -110,315 -31%
BFA
9
BlackRock Fund Advisors
California
$14.1M 231,848 +15,310 +7%
Renaissance Technologies
10
Renaissance Technologies
New York
$11.6M 192,100 -46,066 -19%
BIT
11
BlackRock Institutional Trust
California
$10.9M 180,457 +24,501 +16%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$9.15M 151,030 – –
Baird Financial Group
13
Baird Financial Group
Wisconsin
$9.15M 150,933 +2,066 +1%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$9.07M 149,558 +10,739 +8%
State Street
15
State Street
Massachusetts
$8.54M 140,882 +5,800 +4%
Credit Agricole
16
Credit Agricole
France
$8.06M 133,000 – –
EMFAT
17
Emerald Mutual Fund Advisers Trust
Pennsylvania
$7.6M 125,327 +4,539 +4%
Northern Trust
18
Northern Trust
Illinois
$7.18M 118,479 +12,999 +12%
PI
19
Putnam Investments
Massachusetts
$7.04M 116,170 -25,854 -18%
William Blair Investment Management
20
William Blair Investment Management
Illinois
$6.53M 107,687 +107,687 New
OCG
21
Opus Capital Group
Ohio
$4.89M 80,654 +80,654 New
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$4.57M 75,310 +1,500 +2%
EI
23
EAM Investors
California
$4.51M 74,439 +48,260 +184%
SCM
24
SG Capital Management
Illinois
$4.21M 69,533 -78,515 -53%
FP
25
Foundry Partners
Minnesota
$3.84M 63,345 -24,185 -28%
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