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Pathward Financial
CASH

Overview Fund Activity

142 hedge funds and large institutions have $608M invested in Pathward Financial in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 49 reducing their positions, and 28 closing their positions.

Holders
142
Holders Change
-9
Holders Change %
-5.96%
% of All Funds
3.54%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
25
Increased
47
Reduced
49
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$52.1M
2
SCC
2
Second Curve Capital
Pennsylvania
$37.6M
3
Stifel Financial
3
Stifel Financial
Missouri
$9.76M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$21.1M
5
ECP
5
Elk Creek Partners
Colorado
$5.74M

Top Sellers

1
PFMOSF
1
Philadelphia Financial Management of San Francisco
California
$0
2
ACM
2
Ashford Capital Management
Delaware
$24.9M
3
AL
3
AJO LP
Pennsylvania
$0
4
EC
4
EJF Capital
Virginia
$17.7M
5
CEP
5
Chicago Equity Partners
Illinois
$1.94M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$52.1M 588,852 +586,452 +24,436%
NCM
2
Nantahala Capital Management
Connecticut
$38.8M 437,947 +50,961 +13%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$38.7M 436,757 +16,426 +4%
SCC
4
Second Curve Capital
Pennsylvania
$37.6M 424,732 +140,000 +49%
Vanguard Group
5
Vanguard Group
Pennsylvania
$32.2M 363,531 +47,765 +15%
PFP
6
Patriot Financial Partners
Pennsylvania
$30.7M 347,069 – –
ACM
7
Ashford Capital Management
Delaware
$24.9M 281,761 -81,834 -23%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$21.1M 238,690 +100,580 +73%
EC
9
EJF Capital
Virginia
$17.7M 200,000 -50,000 -20%
Renaissance Technologies
10
Renaissance Technologies
New York
$14.7M 166,000 -6,900 -4%
EMFAT
11
Emerald Mutual Fund Advisers Trust
Pennsylvania
$13.8M 156,195 +30,868 +25%
State Street
12
State Street
Massachusetts
$13.6M 154,004 -1,121 -0.7%
Credit Agricole
13
Credit Agricole
France
$12.9M 145,200 +24,200 +20%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$12.7M 143,988 -7,246 -5%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$12.3M 139,067 -4,697 -3%
PI
16
Putnam Investments
Massachusetts
$11M 123,885 +10,485 +9%
Northern Trust
17
Northern Trust
Illinois
$10.9M 123,418 +1,280 +1%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$10.8M 122,334 – –
Stifel Financial
19
Stifel Financial
Missouri
$9.76M 109,909 +105,590 +2,445%
CAM
20
ClariVest Asset Management
California
$6.82M 77,051 +5,283 +7%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$6.52M 73,635 +7,156 +11%
HAI
22
Hennessy Advisors Inc
California
$6.46M 73,000 -10,000 -12%
William Blair Investment Management
23
William Blair Investment Management
Illinois
$6M 67,821 -38,091 -36%
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$5.79M 65,413 +37,511 +134%
ECP
25
Elk Creek Partners
Colorado
$5.74M 64,897 +64,897 New
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