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Pathward Financial
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Overview Fund Activity

163 hedge funds and large institutions have $1.13B invested in Pathward Financial in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 75 reducing their positions, and 15 closing their positions.

Holders
163
Holders Change
+8
Holders Change %
+5.16%
% of All Funds
2.87%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
23
Increased
43
Reduced
75
Closed
15
Calls
$3.21M
Puts
$793K
Net Calls
+$2.42M
Net Calls Change
+$2.71M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$61.3M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$14.4M
3
DCM
3
Driehaus Capital Management
Illinois
$20.8M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$8.88M
5
Invesco
5
Invesco
Georgia
$10.4M

Top Sellers

1
NCM
1
Nantahala Capital Management
Connecticut
$44.8M
2
PFP
2
Patriot Financial Partners
Pennsylvania
$33.1M
3
CWM
3
Cranbrook Wealth Management
Michigan
$7.74M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$10.7M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$216M 4,771,868 -76,430 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$92.7M 2,046,626 -20,013 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$75.8M 1,672,355 -47,923 -3%
Goldman Sachs
4
Goldman Sachs
New York
$63.6M 1,403,662 -54,724 -4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$61.3M 1,352,011 +835,523 +162%
State Street
6
State Street
Massachusetts
$45.3M 997,841 -23,845 -2%
NCM
7
Nantahala Capital Management
Connecticut
$44.8M 987,784 -552,862 -36%
PFP
8
Patriot Financial Partners
Pennsylvania
$33.1M 729,578 -200,000 -22%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$25.4M 559,556 +19,825 +4%
BEP
10
Brookside Equity Partners
Connecticut
$22.6M 498,895 +9,810 +2%
DCM
11
Driehaus Capital Management
Illinois
$20.8M 458,190 +160,603 +54%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$19.7M 435,278 -21,937 -5%
Public Sector Pension Investment Board (PSP Investments)
13
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$18.5M 407,535 +47,000 +13%
Northern Trust
14
Northern Trust
Illinois
$17.2M 380,088 -42,496 -10%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$16.2M 357,206 -12,577 -3%
OCM
16
Osterweis Capital Management
California
$15.6M 344,960 +21,365 +7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
17
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$14.4M 317,400 +232,600 +274%
OCM
18
Orchard Capital Management
Illinois
$12.3M 271,320 +20,980 +8%
ZCM
19
Ziegler Capital Management
Illinois
$11.5M 254,445 -3,966 -2%
PFC
20
Phocas Financial Corp
California
$10.9M 240,719 -8,801 -4%
ACM
21
Ararat Capital Management
Connecticut
$10.7M 235,949 -57,293 -20%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$10.7M 235,174 -121,878 -34%
Invesco
23
Invesco
Georgia
$10.4M 229,506 +96,992 +73%
Principal Financial Group
24
Principal Financial Group
Iowa
$10M 221,651 -8,437 -4%
Charles Schwab
25
Charles Schwab
California
$9.84M 217,074 -4,145 -2%
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