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Pathward Financial
CASH

Overview Fund Activity

154 hedge funds and large institutions have $591M invested in Pathward Financial in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 35 closing their positions.

Holders
154
Holders Change
-14
Holders Change %
-8.33%
% of All Funds
3.4%
Holding in Top 10
5
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-58.33%
% of All Funds
0.11%
New
23
Increased
57
Reduced
59
Closed
35
Calls
–
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$227K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$34.7M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$7.72M
3
Victory Capital Management
3
Victory Capital Management
Texas
$10.7M
4
ZCM
4
Ziegler Capital Management
Illinois
$6.34M
5
BlackRock
5
BlackRock
New York
$111M

Top Sellers

1
SCC
1
Second Curve Capital
Pennsylvania
$0
2
ACM
2
Ashford Capital Management
Delaware
$12.7M
3
Stifel Financial
3
Stifel Financial
Missouri
$405K
4
SCP
4
Steamboat Capital Partners
New York
$8.24M
5
WSL
5
Western Standard LLC
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$111M 5,127,536 +173,773 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$47.8M 2,199,847 +10,126 +0.5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$39.4M 1,813,443 -93,104 -5%
NCM
4
Nantahala Capital Management
Connecticut
$39.1M 1,799,727 – –
Goldman Sachs
5
Goldman Sachs
New York
$34.7M 1,596,569 +394,708 +33%
PFP
6
Patriot Financial Partners
Pennsylvania
$26.7M 1,229,578 -126,629 -9%
State Street
7
State Street
Massachusetts
$22.8M 1,047,053 +50,467 +5%
CWM
8
Cranbrook Wealth Management
Michigan
$18.8M 867,271 -50,134 -5%
ACM
9
Ashford Capital Management
Delaware
$12.7M 582,485 -436,470 -43%
Nuveen Asset Management
10
Nuveen Asset Management
Illinois
$11.8M 545,450 -42,666 -7%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$11.1M 511,633 +24,365 +5%
Victory Capital Management
12
Victory Capital Management
Texas
$10.7M 492,098 +319,416 +185%
Northern Trust
13
Northern Trust
Illinois
$10.4M 479,654 -10,905 -2%
DCM
14
Driehaus Capital Management
Illinois
$9.26M 426,481 +16,185 +4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$8.87M 408,521 -16,816 -4%
SCP
16
Steamboat Capital Partners
New York
$8.24M 379,570 -350,363 -48%
LSV Asset Management
17
LSV Asset Management
Illinois
$7.72M 355,313 +343,707 +2,961%
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$7.36M 338,877 +12,303 +4%
PFC
19
Phocas Financial Corp
California
$6.87M 316,362 -28,138 -8%
ZCM
20
Ziegler Capital Management
Illinois
$6.34M 291,984 +291,984 New
ECP
21
Elk Creek Partners
Colorado
$5.72M 263,230 -3,530 -1%
Principal Financial Group
22
Principal Financial Group
Iowa
$5.71M 262,683 -10,500 -4%
OCM
23
Osterweis Capital Management
California
$5.5M 253,100 +52,760 +26%
EMFAT
24
Emerald Mutual Fund Advisers Trust
Pennsylvania
$5.39M 247,953 -60,000 -19%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$5.2M 239,509 -77 -0%
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