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Pathward Financial
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Overview Fund Activity

198 hedge funds and large institutions have $1.35B invested in Pathward Financial in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 75 reducing their positions, and 11 closing their positions.

Holders
198
Holders Change
+13
Holders Change %
+7.03%
% of All Funds
3.48%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
25
Increased
62
Reduced
75
Closed
11
Calls
$6.54M
Puts
$1.7M
Net Calls
+$4.84M
Net Calls Change
+$317K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$151M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$12.2M
3
ZCM
3
Ziegler Capital Management
Illinois
$12.8M
4
ACM
4
Ararat Capital Management
Connecticut
$17.7M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$5.29M

Top Sellers

1
PFP
1
Patriot Financial Partners
Pennsylvania
$0
2
SG Americas Securities
2
SG Americas Securities
New York
$306K
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.38M
5
OCM
5
Osterweis Capital Management
California
$7.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$247M 4,703,957 +14,287 +0.3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$151M 2,869,622 +430,727 +18%
Vanguard Group
3
Vanguard Group
Pennsylvania
$114M 2,164,974 +85,261 +4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$78.5M 1,495,649 -31,128 -2%
Goldman Sachs
5
Goldman Sachs
New York
$61.9M 1,178,875 -108,482 -8%
NCM
6
Nantahala Capital Management
Connecticut
$60.4M 1,151,305 +77,369 +7%
State Street
7
State Street
Massachusetts
$53.5M 1,017,583 -9,170 -0.9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$30.4M 579,935 +3,202 +0.6%
DCM
9
Driehaus Capital Management
Illinois
$23.4M 446,664 -4,189 -0.9%
Public Sector Pension Investment Board (PSP Investments)
10
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$22.9M 436,055 -740 -0.2%
Northern Trust
11
Northern Trust
Illinois
$22.1M 420,725 -9,470 -2%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$21.3M 406,526 -19,625 -5%
EIP
13
Epoch Investment Partners
New York
$18.9M 360,407 +48,112 +15%
ACM
14
Ararat Capital Management
Connecticut
$17.7M 336,658 +107,183 +47%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$17.4M 331,246 -1,287 -0.4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
16
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$16.4M 313,400 +94,400 +43%
OCM
17
Orchard Capital Management
Illinois
$15.2M 290,545 – –
Principal Financial Group
18
Principal Financial Group
Iowa
$14.8M 282,620 -870 -0.3%
Canada Pension Plan Investment Board
19
Canada Pension Plan Investment Board
Ontario, Canada
$13.9M 265,000 +40,000 +18%
ZCM
20
Ziegler Capital Management
Illinois
$12.8M 243,895 +158,637 +186%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$12.2M 232,053 +160,347 +224%
PFC
22
Phocas Financial Corp
California
$12.1M 231,274 +1,043 +0.5%
Invesco
23
Invesco
Georgia
$12M 228,954 +16,128 +8%
Charles Schwab
24
Charles Schwab
California
$11.6M 220,897 +1,648 +0.8%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$10.6M 202,433 +21,939 +12%
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