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Pathward Financial
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Overview Fund Activity

251 hedge funds and large institutions have $1.56B invested in Pathward Financial in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 81 increasing their positions, 97 reducing their positions, and 18 closing their positions.

Holders
251
Holders Change
+22
Holders Change %
+9.61%
% of All Funds
3.63%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
42
Increased
81
Reduced
97
Closed
18
Calls
$1.15M
Puts
$521K
Net Calls
+$627K
Net Calls Change
-$396K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$51M
2
DCM
2
Driehaus Capital Management
Illinois
$13.5M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$14.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$36.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$135M

Top Sellers

1
NCM
1
Nantahala Capital Management
Connecticut
$17.4M
2
AFCM
2
Alta Fox Capital Management
Texas
$10.4M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$0
4
PCM
4
Philosophy Capital Management
California
$15.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$537K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$242M 3,666,470 -14 -0%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$135M 2,052,287 +132,067 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$123M 1,867,118 -57,544 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$96.8M 1,467,035 -33,835 -2%
State Street
5
State Street
Massachusetts
$84.2M 1,274,851 +17,004 +1%
VIM
6
Vinva Investment Management
Australia
$59.3M 104,508 +12,118 +13%
Goldman Sachs
7
Goldman Sachs
New York
$51M 772,530 +273,507 +55%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$46.2M 699,884 +18,936 +3%
American Century Companies
9
American Century Companies
Missouri
$38.3M 580,219 +75,511 +15%
Morgan Stanley
10
Morgan Stanley
New York
$36.2M 548,764 +152,364 +38%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$24.7M 373,907 -17,668 -5%
Nuveen Asset Management
12
Nuveen Asset Management
Illinois
$24.2M 367,296 +94,696 +35%
AAM
13
Austin Asset Management
Texas
– – – –
Charles Schwab
14
Charles Schwab
California
$21.7M 328,413 +1,733 +0.5%
UBS AM
15
UBS AM
Illinois
$21.4M 324,849 -28,395 -8%
Invesco
16
Invesco
Georgia
$21.1M 320,295 +47,313 +17%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$19.1M 290,009 -39,039 -12%
Northern Trust
18
Northern Trust
Illinois
$17.5M 265,162 -5,465 -2%
NCM
19
Nantahala Capital Management
Connecticut
$17.4M 264,203 -277,230 -51%
PCM
20
Philosophy Capital Management
California
$15.5M 234,606 -119,056 -34%
Public Sector Pension Investment Board (PSP Investments)
21
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$14.9M 225,956 -2,600 -1%
Mawer Investment Management
22
Mawer Investment Management
Alberta, Canada
$14.9M 225,815 +7,049 +3%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$14.4M 218,271 +177,415 +434%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$14M 211,358 -27,296 -11%
DCM
25
Driehaus Capital Management
Illinois
$13.5M 204,970 +204,970 New
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