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Pathward Financial
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Overview Fund Activity

161 hedge funds and large institutions have $845M invested in Pathward Financial in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 46 reducing their positions, and 14 closing their positions.

Holders
161
Holders Change
+14
Holders Change %
+9.52%
% of All Funds
3.7%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
28
Increased
61
Reduced
46
Closed
14
Calls
$229K
Puts
–
Net Calls
+$229K
Net Calls Change
+$229K

Top Buyers

1
TCM
1
TimesSquare Capital Management
New York
$43.4M
2
HCS
2
Harvest Capital Strategies
California
$9.28M
3
WG
3
Winton Group
United Kingdom
$6.59M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$5.91M
5
Stifel Financial
5
Stifel Financial
Missouri
$18.8M

Top Sellers

1
BCM
1
Basswood Capital Management
New York
$0
2
NC
2
Northpointe Capital
Michigan
$12M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$9.66M
4
SCC
4
Second Curve Capital
Pennsylvania
$32M
5
EC
5
EJF Capital
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$135M 1,236,733 +33,166 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$56.6M 518,722 +20,779 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$55.6M 508,847 +1,440 +0.3%
NCM
4
Nantahala Capital Management
Connecticut
$52.6M 481,814 +33,862 +8%
TCM
5
TimesSquare Capital Management
New York
$43.4M 397,690 +118,850 +43%
PFP
6
Patriot Financial Partners
Pennsylvania
$43.4M 397,069 – –
ACM
7
Ashford Capital Management
Delaware
$36.4M 333,650 -7,967 -2%
SCC
8
Second Curve Capital
Pennsylvania
$32M 293,132 -55,000 -16%
State Street
9
State Street
Massachusetts
$24.8M 226,655 +12,205 +6%
Stifel Financial
10
Stifel Financial
Missouri
$18.8M 172,312 +44,391 +35%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$15.1M 138,606 -11,697 -8%
Northern Trust
12
Northern Trust
Illinois
$15M 137,500 +2,534 +2%
EMFAT
13
Emerald Mutual Fund Advisers Trust
Pennsylvania
$14.2M 129,726 – –
Baird Financial Group
14
Baird Financial Group
Wisconsin
$13M 118,762 +1,559 +1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$12.3M 112,534 +2,512 +2%
NC
16
Northpointe Capital
Michigan
$12M 109,790 -74,948 -41%
RP
17
Rice Partnership
Hawaii
– – – –
DCM
18
Driehaus Capital Management
Illinois
$11.6M 106,247 +30,409 +40%
William Blair Investment Management
19
William Blair Investment Management
Illinois
$9.66M 88,483 -70,282 -44%
HCS
20
Harvest Capital Strategies
California
$9.28M 85,000 +85,000 New
Geode Capital Management
21
Geode Capital Management
Massachusetts
$9.28M 85,000 +2,293 +3%
ECP
22
Elk Creek Partners
Colorado
$8.99M 82,314 -1,808 -2%
FP
23
Foundry Partners
Minnesota
$8.3M 75,983 -18,572 -20%
Principal Financial Group
24
Principal Financial Group
Iowa
$7.61M 69,641 +1,651 +2%
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$7.18M 65,743 +19,638 +43%
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