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Pathward Financial
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Overview Fund Activity

229 hedge funds and large institutions have $1.31B invested in Pathward Financial in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 86 reducing their positions, and 30 closing their positions.

Holders
229
Holders Change
–
Holders Change %
0%
% of All Funds
3.33%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
33
Increased
77
Reduced
86
Closed
30
Calls
$1.32M
Puts
$300K
Net Calls
+$1.02M
Net Calls Change
-$350K

Top Buyers

1
AFCM
1
Alta Fox Capital Management
Texas
$19.6M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$12.4M
3
FMI
3
F/M Investments
District of Columbia
$10.8M
4
Invesco
4
Invesco
Georgia
$15.4M
5
UBS AM
5
UBS AM
Illinois
$20M

Top Sellers

1
NCM
1
Nantahala Capital Management
Connecticut
$30.6M
2
EIP
2
Epoch Investment Partners
New York
$2.77M
3
Goldman Sachs
3
Goldman Sachs
New York
$28.2M
4
BlackRock
4
BlackRock
New York
$207M
5
Public Sector Pension Investment Board (PSP Investments)
5
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.9M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$207M 3,666,484 -114,799 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$109M 1,924,662 -94,914 -5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$109M 1,920,220 +62,335 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$84.9M 1,500,870 -10,927 -0.7%
State Street
5
State Street
Massachusetts
$71.2M 1,257,847 -18,873 -1%
VIM
6
Vinva Investment Management
Australia
$48M 92,390 +7,090 +8%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$38.5M 680,948 +23,700 +4%
NCM
8
Nantahala Capital Management
Connecticut
$30.6M 541,433 -480,294 -47%
American Century Companies
9
American Century Companies
Missouri
$28.6M 504,708 +85,566 +20%
Goldman Sachs
10
Goldman Sachs
New York
$28.2M 499,023 -183,975 -27%
Morgan Stanley
11
Morgan Stanley
New York
$22.4M 396,400 +58,307 +17%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$22.2M 391,575 -99,088 -20%
PCM
13
Philosophy Capital Management
California
$20M 353,662 -76,529 -18%
UBS AM
14
UBS AM
Illinois
$20M 353,244 +105,937 +43%
AFCM
15
Alta Fox Capital Management
Texas
$19.6M 345,724 +345,724 New
AAM
16
Austin Asset Management
Texas
– – – –
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$18.6M 329,048 -23,942 -7%
Charles Schwab
18
Charles Schwab
California
$18.5M 326,680 +11,534 +4%
Invesco
19
Invesco
Georgia
$15.4M 272,982 +156,350 +134%
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$15.4M 272,600 +15,402 +6%
Northern Trust
21
Northern Trust
Illinois
$15.3M 270,627 +4,502 +2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$13.5M 238,654 -3,662 -2%
Public Sector Pension Investment Board (PSP Investments)
23
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.9M 228,556 -99,248 -30%
Mawer Investment Management
24
Mawer Investment Management
Alberta, Canada
$12.4M 218,766 +218,766 New
ECM
25
Elgethun Capital Management
South Dakota
$11M 193,747 +3,681 +2%
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