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Pathward Financial
CASH

Overview Fund Activity

153 hedge funds and large institutions have $782M invested in Pathward Financial in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 59 increasing their positions, 41 reducing their positions, and 23 closing their positions.

Holders
153
Holders Change
+1
Holders Change %
+0.66%
% of All Funds
3.33%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.17%
New
28
Increased
59
Reduced
41
Closed
23
Calls
$1.02M
Puts
–
Net Calls
+$1.02M
Net Calls Change
+$951K

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$15.4M
2
BlackRock
2
BlackRock
New York
$130M
3
DCM
3
Driehaus Capital Management
Illinois
$9.07M
4
OCM
4
Osterweis Capital Management
California
$3.55M
5
State Street
5
State Street
Massachusetts
$25.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$2.42M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$10.3M
3
CWM
3
Cranbrook Wealth Management
Michigan
$38.1M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
Millennium Management
5
Millennium Management
New York
$2.86M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$130M 4,634,360 +448,762 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$60.3M 2,148,124 +40,021 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$53.5M 1,906,583 +73,852 +4%
NCM
4
Nantahala Capital Management
Connecticut
$50.5M 1,799,727 – –
CWM
5
Cranbrook Wealth Management
Michigan
$38.1M 1,359,399 -177,068 -12%
PFP
6
Patriot Financial Partners
Pennsylvania
$38M 1,356,207 – –
Goldman Sachs
7
Goldman Sachs
New York
$31.4M 1,117,705 +107,819 +11%
ACM
8
Ashford Capital Management
Delaware
$29M 1,035,165 -5,300 -0.5%
SCP
9
Steamboat Capital Partners
New York
$26.1M 930,198 +81,106 +10%
State Street
10
State Street
Massachusetts
$25.2M 897,324 +125,674 +16%
SCC
11
Second Curve Capital
Pennsylvania
$16.6M 591,809 +20,878 +4%
Nuveen Asset Management
12
Nuveen Asset Management
Illinois
$15.4M 548,170 +548,170 New
AFG
13
American Financial Group
Ohio
$12.3M 437,092 – –
Northern Trust
14
Northern Trust
Illinois
$12.1M 430,898 +18,566 +5%
PFC
15
Phocas Financial Corp
California
$12M 428,456 +47,084 +12%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$11.7M 415,442 +68,126 +20%
EMFAT
17
Emerald Mutual Fund Advisers Trust
Pennsylvania
$11.3M 401,147 -54,171 -12%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$10.3M 367,380 -230,789 -39%
HRCM
19
Hawk Ridge Capital Management
California
$10M 357,728 -113,802 -24%
Stifel Financial
20
Stifel Financial
Missouri
$9.96M 353,163 -1,112 -0.3%
Loomis, Sayles & Company
21
Loomis, Sayles & Company
Massachusetts
$9.41M 335,623 -30,197 -8%
DCM
22
Driehaus Capital Management
Illinois
$9.07M 323,450 +323,450 New
CAM
23
Cortina Asset Management
Wisconsin
$8.44M 300,969 +88,613 +42%
ECP
24
Elk Creek Partners
Colorado
$8.06M 287,363 -13,887 -5%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$7.36M 262,368 -2,493 -0.9%
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