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Pathward Financial
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Overview Fund Activity

229 hedge funds and large institutions have $1.19B invested in Pathward Financial in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 60 increasing their positions, 99 reducing their positions, and 20 closing their positions.

Holders
229
Holders Change
+11
Holders Change %
+5.05%
% of All Funds
3.32%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
33
Increased
60
Reduced
99
Closed
20
Calls
$4.02M
Puts
$2.65M
Net Calls
+$1.37M
Net Calls Change
+$621K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$17.8M
2
ZCM
2
Ziegler Capital Management
Illinois
$10.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$93.8M
4
Millennium Management
4
Millennium Management
New York
$7.03M
5
American Century Companies
5
American Century Companies
Missouri
$21.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$34.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$17.1M
3
GIM
3
Greenwich Investment Management
Connecticut
$0
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$0
5
BCM
5
Bridgeway Capital Management
Texas
$6.72M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$191M 3,781,283 -8,751 -0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$102M 2,019,576 -50,188 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$93.8M 1,857,885 +109,555 +6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$76.3M 1,511,797 -16,426 -1%
State Street
5
State Street
Massachusetts
$64.5M 1,276,720 -3,677 -0.3%
NCM
6
Nantahala Capital Management
Connecticut
$51.6M 1,021,727 -38,139 -4%
VIM
7
Vinva Investment Management
Australia
$41.4M 85,300 +6,573 +8%
Goldman Sachs
8
Goldman Sachs
New York
$34.5M 682,998 -900,604 -57%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$33.2M 657,248 +21,380 +3%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$24.8M 490,663 -80,676 -14%
PCM
11
Philosophy Capital Management
California
$21.7M 430,191 -7,715 -2%
American Century Companies
12
American Century Companies
Missouri
$21.2M 419,142 +79,088 +23%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$17.8M 352,990 +352,990 New
Morgan Stanley
14
Morgan Stanley
New York
$17.1M 338,093 -421,479 -55%
Public Sector Pension Investment Board (PSP Investments)
15
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$16.5M 327,804 -2,090 -0.6%
Charles Schwab
16
Charles Schwab
California
$15.9M 315,146 +7,769 +3%
AAM
17
Austin Asset Management
Texas
– – – –
EIP
18
Epoch Investment Partners
New York
$13.6M 269,425 +19,539 +8%
Northern Trust
19
Northern Trust
Illinois
$13.4M 266,125 -11,255 -4%
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$13M 257,198 -1,944 -0.8%
UBS AM
21
UBS AM
Illinois
$12.5M 247,307 -75,035 -23%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$12.2M 242,316 -15,588 -6%
FI
23
Financial Insights
Washington
– – – –
ZCM
24
Ziegler Capital Management
Illinois
$10.5M 208,076 +123,807 +147%
GC
25
Grizzlyrock Capital
Illinois
$9.78M 193,800 +400 +0.2%
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