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Pathward Financial
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Overview Fund Activity

192 hedge funds and large institutions have $1.03B invested in Pathward Financial in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 59 increasing their positions, 67 reducing their positions, and 22 closing their positions.

Holders
192
Holders Change
+11
Holders Change %
+6.08%
% of All Funds
3.07%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
34
Increased
59
Reduced
67
Closed
22
Calls
$3.17M
Puts
$4.28M
Net Calls
-$1.11M
Net Calls Change
-$3.69M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$15.8M
2
VIM
2
Vinva Investment Management
Australia
$15M
3
ARS
3
Adirondack Retirement Specialists
New York
$11.7M
4
Goldman Sachs
4
Goldman Sachs
New York
$53.2M
5
PCM
5
Philosophy Capital Management
California
$26.4M

Top Sellers

1
EIP
1
Epoch Investment Partners
New York
$11.9M
2
AFCM
2
Alta Fox Capital Management
Texas
$16.3M
3
ACM
3
Ararat Capital Management
Connecticut
$10.9M
4
Man Group
4
Man Group
United Kingdom
$6.54M
5
Public Sector Pension Investment Board (PSP Investments)
5
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$168M 4,058,656 -80,327 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$84.9M 2,047,470 +15,433 +0.8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$62M 1,493,571 +24,807 +2%
State Street
4
State Street
Massachusetts
$56.3M 1,356,127 +128,456 +10%
NCM
5
Nantahala Capital Management
Connecticut
$55.6M 1,339,935 +38,737 +3%
Goldman Sachs
6
Goldman Sachs
New York
$53.2M 1,282,226 +217,952 +20%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$52.1M 1,255,460 -15,720 -1%
PCM
8
Philosophy Capital Management
California
$26.4M 635,147 +197,251 +45%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$23.2M 560,019 -63,470 -10%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
10
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$20.9M 504,000 -12,000 -2%
Jacobs Levy Equity Management
11
Jacobs Levy Equity Management
New Jersey
$17.1M 411,650 +13,309 +3%
AFCM
12
Alta Fox Capital Management
Texas
$16.3M 392,105 -362,073 -48%
UBS AM
13
UBS AM
Illinois
$15.8M 380,929 +380,929 New
VIM
14
Vinva Investment Management
Australia
$15M 71,938 +71,938 New
Morgan Stanley
15
Morgan Stanley
New York
$14.6M 351,098 +24,095 +7%
Public Sector Pension Investment Board (PSP Investments)
16
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13.4M 324,023 -132,900 -29%
AAM
17
Austin Asset Management
Texas
– – – –
Charles Schwab
18
Charles Schwab
California
$12.4M 297,904 +911 +0.3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$12M 289,725 -17,885 -6%
EIP
20
Epoch Investment Partners
New York
$11.9M 286,719 -471,632 -62%
ARS
21
Adirondack Retirement Specialists
New York
$11.7M 283,677 +283,677 New
Northern Trust
22
Northern Trust
Illinois
$11.6M 280,444 -10,568 -4%
ACM
23
Ararat Capital Management
Connecticut
$10.9M 263,671 -288,948 -52%
American Century Companies
24
American Century Companies
Missouri
$10.6M 254,623 +54,922 +28%
OCM
25
Orchard Capital Management
Illinois
$9.71M 234,142 -81,773 -26%
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