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Pathward Financial
CASH

Overview Fund Activity

163 hedge funds and large institutions have $937M invested in Pathward Financial in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 67 increasing their positions, 43 reducing their positions, and 14 closing their positions.

Holders
163
Holders Change
+10
Holders Change %
+6.54%
% of All Funds
3.58%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.29%
New
25
Increased
67
Reduced
43
Closed
14
Calls
$61K
Puts
$3K
Net Calls
+$58K
Net Calls Change
-$957K

Top Buyers

1
BlackRock
1
BlackRock
New York
$173M
2
SAM
2
Silvercrest Asset Management
New York
$8.62M
3
DIM
3
Delta Investment Management
California
$6.4M
4
WSL
4
Western Standard LLC
California
$5.56M
5
Northern Trust
5
Northern Trust
Illinois
$17.7M

Top Sellers

1
HRCM
1
Hawk Ridge Capital Management
California
$0
2
CWM
2
Cranbrook Wealth Management
Michigan
$36.9M
3
SCP
3
Steamboat Capital Partners
New York
$25.2M
4
SCC
4
Second Curve Capital
Pennsylvania
$14.9M
5
QI
5
QS Investors
New York
$4K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$173M 5,306,087 +671,727 +14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$70.8M 2,170,779 +22,655 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$62.4M 1,912,831 +6,248 +0.3%
NCM
4
Nantahala Capital Management
Connecticut
$58.7M 1,799,727 – –
PFP
5
Patriot Financial Partners
Pennsylvania
$44.2M 1,356,207 – –
CWM
6
Cranbrook Wealth Management
Michigan
$36.9M 1,132,908 -226,491 -17%
Goldman Sachs
7
Goldman Sachs
New York
$35.2M 1,078,294 -39,411 -4%
ACM
8
Ashford Capital Management
Delaware
$33.8M 1,036,740 +1,575 +0.2%
State Street
9
State Street
Massachusetts
$32.3M 989,136 +91,812 +10%
SCP
10
Steamboat Capital Partners
New York
$25.2M 771,966 -158,232 -17%
Nuveen Asset Management
11
Nuveen Asset Management
Illinois
$19.6M 602,176 +54,006 +10%
Northern Trust
12
Northern Trust
Illinois
$17.7M 542,521 +111,623 +26%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$15.5M 476,809 +61,367 +15%
SCC
14
Second Curve Capital
Pennsylvania
$14.9M 456,809 -135,000 -23%
PFC
15
Phocas Financial Corp
California
$14M 428,060 -396 -0.1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$13.5M 414,221 +46,841 +13%
DCM
17
Driehaus Capital Management
Illinois
$13.2M 404,043 +80,593 +25%
AFG
18
American Financial Group
Ohio
$12.2M 373,705 -63,387 -15%
EMFAT
19
Emerald Mutual Fund Advisers Trust
Pennsylvania
$12M 368,230 -32,917 -8%
Stifel Financial
20
Stifel Financial
Missouri
$11.1M 339,869 -13,294 -4%
Loomis, Sayles & Company
21
Loomis, Sayles & Company
Massachusetts
$10.9M 334,707 -916 -0.3%
Principal Financial Group
22
Principal Financial Group
Iowa
$9.17M 281,212 +59,734 +27%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$8.69M 266,539 +4,171 +2%
SAM
24
Silvercrest Asset Management
New York
$8.62M 264,304 +264,304 New
ECP
25
Elk Creek Partners
Colorado
$8.57M 262,644 -24,719 -9%
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