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Pathward Financial
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Overview Fund Activity

153 hedge funds and large institutions have $705M invested in Pathward Financial in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 67 increasing their positions, 42 reducing their positions, and 26 closing their positions.

Holders
153
Holders Change
-8
Holders Change %
-4.97%
% of All Funds
3.5%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
19
Increased
67
Reduced
42
Closed
26
Calls
–
Puts
$256K
Net Calls
-$256K
Net Calls Change
+$1.57M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$26.3M
2
CWM
2
Cranbrook Wealth Management
Michigan
$11.3M
3
WG
3
Winton Group
United Kingdom
$8.32M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$50.4M
5
NCM
5
Nantahala Capital Management
Connecticut
$44.6M

Top Sellers

1
EMFAT
1
Emerald Mutual Fund Advisers Trust
Pennsylvania
$0
2
PFMOSF
2
Philadelphia Financial Management of San Francisco
California
$7.46M
3
OCM
3
Osterweis Capital Management
California
$0
4
FP
4
Foundry Partners
Minnesota
$304K
5
PGC
5
Pacific Grove Capital
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$112M 1,349,139 +36,368 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$50.4M 609,359 +65,796 +12%
NCM
3
Nantahala Capital Management
Connecticut
$44.6M 539,516 +59,702 +12%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$42.8M 517,584 +4,497 +0.9%
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
– – – –
TCM
6
TimesSquare Capital Management
New York
$36.5M 442,170 -48,220 -10%
ACM
7
Ashford Capital Management
Delaware
$26.7M 322,734 -6,339 -2%
RJA
8
Raymond James & Associates
Florida
$26.3M 318,071 +306,628 +2,680%
SCC
9
Second Curve Capital
Pennsylvania
$24.1M 291,977 -6,155 -2%
State Street
10
State Street
Massachusetts
$21.3M 257,822 +12,530 +5%
Northern Trust
11
Northern Trust
Illinois
$16.6M 200,433 +53,539 +36%
PFP
12
Patriot Financial Partners
Pennsylvania
$12.5M 452,069 +55,000 +14%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$12.3M 148,649 +49,809 +50%
CWM
14
Cranbrook Wealth Management
Michigan
$11.3M 136,941 +136,941 New
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$10.8M 131,165 +24,436 +23%
Stifel Financial
16
Stifel Financial
Missouri
$10.7M 129,552 -47,488 -27%
HCS
17
Harvest Capital Strategies
California
$9.84M 119,100 +29,100 +32%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$9.31M 112,593 +4,521 +4%
WG
19
Winton Group
United Kingdom
$8.32M 100,605 +93,525 +1,321%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$8.3M 100,433 -41,259 -29%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$7.84M 94,901 +4,411 +5%
ECP
22
Elk Creek Partners
Colorado
$7.53M 91,080 +1,920 +2%
PFMOSF
23
Philadelphia Financial Management of San Francisco
California
$7.46M 90,199 -61,933 -41%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$7.38M 90,604 +2,773 +3%
Principal Financial Group
25
Principal Financial Group
Iowa
$6.4M 77,488 +2,836 +4%
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