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Pathward Financial
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Overview Fund Activity

205 hedge funds and large institutions have $1.13B invested in Pathward Financial in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 87 reducing their positions, and 14 closing their positions.

Holders
205
Holders Change
+13
Holders Change %
+6.77%
% of All Funds
3.27%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
28
Increased
61
Reduced
87
Closed
14
Calls
$687K
Puts
$820K
Net Calls
-$133K
Net Calls Change
-$601K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$69.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$23.5M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$10.8M
4
MAP
4
Moody Aldrich Partners
Massachusetts
$4.16M
5
Stifel Financial
5
Stifel Financial
Missouri
$4.52M

Top Sellers

1
Man Group
1
Man Group
United Kingdom
$7.29M
2
ACM
2
Ararat Capital Management
Connecticut
$0
3
NCM
3
Nantahala Capital Management
Connecticut
$56.9M
4
AFCM
4
Alta Fox Capital Management
Texas
$8.54M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$50.5M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$176M 3,821,017 -49,812 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$95.5M 2,072,467 -18,625 -0.9%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$70M 1,518,687 +6,261 +0.4%
Goldman Sachs
4
Goldman Sachs
New York
$69.8M 1,514,228 +997,590 +193%
NCM
5
Nantahala Capital Management
Connecticut
$56.9M 1,234,526 -169,181 -12%
State Street
6
State Street
Massachusetts
$56.2M 1,218,853 -80,492 -6%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$50.5M 1,095,801 -139,045 -11%
PCM
8
Philosophy Capital Management
California
$29.2M 632,841 -2,306 -0.4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$28.7M 623,454 +56,457 +10%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$23.5M 509,455 +183,550 +56%
VIM
11
Vinva Investment Management
Australia
$21.5M 70,819 +953 +1%
Morgan Stanley
12
Morgan Stanley
New York
$17.4M 377,357 +51,716 +16%
AAM
13
Austin Asset Management
Texas
– – – –
UBS AM
14
UBS AM
Illinois
$16.1M 349,249 -31,680 -8%
ARS
15
Adirondack Retirement Specialists
New York
$15.7M 339,709 +10,908 +3%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$14.4M 312,784 -49,417 -14%
Public Sector Pension Investment Board (PSP Investments)
17
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$14.2M 307,965 -15,356 -5%
Charles Schwab
18
Charles Schwab
California
$14M 303,798 +3,733 +1%
American Century Companies
19
American Century Companies
Missouri
$13.9M 301,410 +24,711 +9%
Northern Trust
20
Northern Trust
Illinois
$13M 281,304 -5,965 -2%
EIP
21
Epoch Investment Partners
New York
$12.9M 279,597 -6,515 -2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$12.4M 268,878 -9,586 -3%
BCM
23
Bridgeway Capital Management
Texas
$10.9M 235,615 +66,504 +39%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$10.8M 235,137 +153,232 +187%
FI
25
Financial Insights
Washington
– – – –
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