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Pathward Financial
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Overview Fund Activity

152 hedge funds and large institutions have $543M invested in Pathward Financial in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 58 increasing their positions, 36 reducing their positions, and 28 closing their positions.

Holders
152
Holders Change
+6
Holders Change %
+4.11%
% of All Funds
3.3%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
34
Increased
58
Reduced
36
Closed
28
Calls
$64K
Puts
–
Net Calls
+$64K
Net Calls Change
+$1K

Top Buyers

1
SCP
1
Steamboat Capital Partners
New York
$16.7M
2
TA
2
Teachers Advisors
New York
$7.77M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$36.1M
4
Goldman Sachs
4
Goldman Sachs
New York
$19.9M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$11.8M

Top Sellers

1
TCM
1
TimesSquare Capital Management
New York
$0
2
PFMOSF
2
Philadelphia Financial Management of San Francisco
California
$0
3
HCS
3
Harvest Capital Strategies
California
$0
4
NC
4
Northpointe Capital
Michigan
$0
5
WG
5
Winton Group
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$82.4M 4,185,598 +64,409 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$41.5M 2,108,103 +180,289 +9%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$36.1M 1,832,731 +302,655 +20%
NCM
4
Nantahala Capital Management
Connecticut
$35.4M 1,799,727 +15,500 +0.9%
CWM
5
Cranbrook Wealth Management
Michigan
$30.2M 1,536,467 +11,005 +0.7%
PFP
6
Patriot Financial Partners
Pennsylvania
$26.7M 1,356,207 – –
ACM
7
Ashford Capital Management
Delaware
$20.5M 1,040,465 +108,308 +12%
Goldman Sachs
8
Goldman Sachs
New York
$19.9M 1,009,886 +286,795 +40%
SCP
9
Steamboat Capital Partners
New York
$16.7M 849,092 +849,092 New
State Street
10
State Street
Massachusetts
$15.2M 771,650 +15,269 +2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$11.8M 598,169 +256,891 +75%
SCC
12
Second Curve Capital
Pennsylvania
$11.2M 570,931 +67,000 +13%
HRCM
13
Hawk Ridge Capital Management
California
$9.28M 471,530 +87,187 +23%
EMFAT
14
Emerald Mutual Fund Advisers Trust
Pennsylvania
$8.96M 455,318 -385 -0.1%
AFG
15
American Financial Group
Ohio
$8.6M 437,092 – –
Northern Trust
16
Northern Trust
Illinois
$8.12M 412,332 +10,886 +3%
TA
17
Teachers Advisors
New York
$7.77M 394,901 +335,994 +570%
PFC
18
Phocas Financial Corp
California
$7.51M 381,372 +242,562 +175%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$7.2M 365,820 -26,222 -7%
Stifel Financial
20
Stifel Financial
Missouri
$6.94M 354,275 +49,903 +16%
Wells Fargo
21
Wells Fargo
California
$6.85M 347,864 +155,890 +81%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$6.84M 347,316 +13,482 +4%
ECP
23
Elk Creek Partners
Colorado
$5.93M 301,250 +47,915 +19%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$5.21M 264,861 -4,034 -2%
Millennium Management
25
Millennium Management
New York
$4.68M 237,944 +121,660 +105%
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