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Pathward Financial
CASH

Overview Fund Activity

144 hedge funds and large institutions have $468M invested in Pathward Financial in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 46 reducing their positions, and 22 closing their positions.

Holders
144
Holders Change
-4
Holders Change %
-2.7%
% of All Funds
2.91%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
18
Increased
54
Reduced
46
Closed
22
Calls
$3.21M
Puts
$403K
Net Calls
+$2.81M
Net Calls Change
+$2.93M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$7.41M
2
BlackRock
2
BlackRock
New York
$94.5M
3
MCM
3
Maltese Capital Management
New York
$3.46M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$2.6M
5
SAM
5
Silvercrest Asset Management
New York
$5.29M

Top Sellers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$4.93M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$0
3
CWM
3
Cranbrook Wealth Management
Michigan
$10.9M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$90K
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$94.5M 4,917,646 +170,545 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$39.1M 2,032,116 +844 +0%
NCM
3
Nantahala Capital Management
Connecticut
$34.6M 1,799,727 – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$33.3M 1,734,405 -47,471 -3%
Goldman Sachs
5
Goldman Sachs
New York
$28.4M 1,476,368 +30,070 +2%
PFP
6
Patriot Financial Partners
Pennsylvania
$23.6M 1,229,578 – –
State Street
7
State Street
Massachusetts
$19.5M 1,009,797 -18,256 -2%
CWM
8
Cranbrook Wealth Management
Michigan
$10.9M 566,653 -200,263 -26%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$9.9M 515,167 +10,215 +2%
Northern Trust
10
Northern Trust
Illinois
$8.58M 446,248 -12,096 -3%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$7.41M 385,340 +385,340 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$7.36M 382,967 +207 +0.1%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$7.2M 374,597 -419 -0.1%
Public Sector Pension Investment Board (PSP Investments)
14
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.73M 350,227 +96,268 +38%
LSV Asset Management
15
LSV Asset Management
Illinois
$6.64M 345,233 -2,800 -0.8%
PFC
16
Phocas Financial Corp
California
$5.77M 300,236 +9,044 +3%
SAM
17
Silvercrest Asset Management
New York
$5.29M 275,176 +119,178 +76%
OCM
18
Osterweis Capital Management
California
$4.94M 257,200 -22,105 -8%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$4.93M 256,422 -253,018 -50%
Principal Financial Group
20
Principal Financial Group
Iowa
$4.77M 248,039 +9,880 +4%
ZCM
21
Ziegler Capital Management
Illinois
$4.72M 245,703 -34,184 -12%
ECM
22
Elgethun Capital Management
South Dakota
$4.7M 240,881 +6,139 +3%
Charles Schwab
23
Charles Schwab
California
$4.31M 224,394 -18,907 -8%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$3.88M 200,902 +104,002 +107%
RHCA
25
Rosenthal Henry Capital Advisors
Indiana
$3.63M 188,630 +54,630 +41%
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