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Pathward Financial
CASH

Overview Fund Activity

147 hedge funds and large institutions have $575M invested in Pathward Financial in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 48 reducing their positions, and 32 closing their positions.

Holders
147
Holders Change
-5
Holders Change %
-3.29%
% of All Funds
3.67%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
28
Increased
52
Reduced
48
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$90M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$16.9M
3
SCC
3
Second Curve Capital
Pennsylvania
$33.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$36.7M
5
AC
5
Ascend Capital
California
$6.12M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$7.51M
3
Credit Agricole
3
Credit Agricole
France
$1.45M
4
CAM
4
ClariVest Asset Management
California
$0
5
GIM
5
Granahan Investment Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$90M 1,148,476 +537,761 +88%
Vanguard Group
2
Vanguard Group
Pennsylvania
$36.7M 468,425 +86,750 +23%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$36.7M 467,964 +31,433 +7%
NCM
4
Nantahala Capital Management
Connecticut
$35.1M 447,952 +10,005 +2%
SCC
5
Second Curve Capital
Pennsylvania
$33.3M 424,132 +115,400 +37%
PFP
6
Patriot Financial Partners
Pennsylvania
$31.1M 397,069 +50,000 +14%
ACM
7
Ashford Capital Management
Delaware
$23.1M 295,115 +10,541 +4%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$16.9M 215,273 +118,851 +123%
State Street
9
State Street
Massachusetts
$15.6M 198,878 +43,791 +28%
EMFAT
10
Emerald Mutual Fund Advisers Trust
Pennsylvania
$11.4M 145,372 -10,301 -7%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$10.8M 137,479 -1,959 -1%
Northern Trust
12
Northern Trust
Illinois
$10.4M 132,286 -785 -0.6%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$9.89M 126,188 -5,607 -4%
Stifel Financial
14
Stifel Financial
Missouri
$9.44M 120,419 +1,925 +2%
Renaissance Technologies
15
Renaissance Technologies
New York
$9.33M 119,000 -41,200 -26%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$8.14M 103,779 +55,590 +115%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$7.51M 95,760 -141,130 -60%
FP
18
Foundry Partners
Minnesota
$7.07M 90,195 +46,678 +107%
PGC
19
Pacific Grove Capital
California
$6.82M 86,978 -18,182 -17%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$6.35M 80,960 +3,832 +5%
PRCP
21
Pacific Ridge Capital Partners
Oregon
$6.17M 78,646 +5,250 +7%
AC
22
Ascend Capital
California
$6.12M 78,004 +78,004 New
ECP
23
Elk Creek Partners
Colorado
$6.08M 77,547 +5,513 +8%
Principal Financial Group
24
Principal Financial Group
Iowa
$5.59M 71,248 +65,960 +1,247%
Goldman Sachs
25
Goldman Sachs
New York
$5.39M 68,684 +62,864 +1,080%
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