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Pathward Financial
CASH

Overview Fund Activity

146 hedge funds and large institutions have $496M invested in Pathward Financial in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 110 increasing their positions, 10 reducing their positions, and 28 closing their positions.

Holders
146
Holders Change
-7
Holders Change %
-4.58%
% of All Funds
3.26%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
24
Increased
110
Reduced
10
Closed
28
Calls
$63K
Puts
–
Net Calls
+$63K
Net Calls Change
+$319K

Top Buyers

1
BlackRock
1
BlackRock
New York
$79.9M
2
CWM
2
Cranbrook Wealth Management
Michigan
$29.6M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$37.4M
4
NCM
4
Nantahala Capital Management
Connecticut
$34.6M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$29.7M

Top Sellers

1
DCM
1
Driehaus Capital Management
Illinois
$0
2
PC
2
Polar Capital
United Kingdom
$0
3
BGIM
3
Brandywine Global Investment Management
Pennsylvania
$0
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$0
5
RJA
5
Raymond James & Associates
Florida
$4.31M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$79.9M 4,121,189 +2,772,050 +205%
Vanguard Group
2
Vanguard Group
Pennsylvania
$37.4M 1,927,814 +1,318,455 +216%
NCM
3
Nantahala Capital Management
Connecticut
$34.6M 1,784,227 +1,244,711 +231%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$29.7M 1,530,076 +1,012,492 +196%
CWM
5
Cranbrook Wealth Management
Michigan
$29.6M 1,525,462 +1,388,521 +1,014%
PFP
6
Patriot Financial Partners
Pennsylvania
$26.3M 1,356,207 +904,138 +200%
ACM
7
Ashford Capital Management
Delaware
$18.1M 932,157 +609,423 +189%
TCM
8
TimesSquare Capital Management
New York
$16.1M 832,650 +390,480 +88%
State Street
9
State Street
Massachusetts
$14.7M 756,381 +498,559 +193%
Goldman Sachs
10
Goldman Sachs
New York
$14M 723,091 +688,740 +2,005%
SCC
11
Second Curve Capital
Pennsylvania
$9.77M 503,931 +211,954 +73%
EMFAT
12
Emerald Mutual Fund Advisers Trust
Pennsylvania
$8.84M 455,703 +455,703 New
PFMOSF
13
Philadelphia Financial Management of San Francisco
California
$8.78M 452,749 +362,550 +402%
AFG
14
American Financial Group
Ohio
$8.48M 437,092 +437,092 New
Northern Trust
15
Northern Trust
Illinois
$7.78M 401,446 +201,013 +100%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$7.6M 392,042 +260,877 +199%
HRCM
17
Hawk Ridge Capital Management
California
$7.45M 384,343 +316,242 +464%
HCS
18
Harvest Capital Strategies
California
$7.27M 375,000 +255,900 +215%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$6.62M 341,278 +228,685 +203%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$6.47M 333,834 +238,933 +252%
Stifel Financial
21
Stifel Financial
Missouri
$5.87M 304,372 +174,820 +135%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$5.21M 268,895 +178,291 +197%
ECP
23
Elk Creek Partners
Colorado
$4.91M 253,335 +162,255 +178%
Principal Financial Group
24
Principal Financial Group
Iowa
$4.34M 223,951 +146,463 +189%
RJA
25
Raymond James & Associates
Florida
$4.31M 222,137 -95,934 -30%
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