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Arch Capital

301 hedge funds and large institutions have $9.08B invested in Arch Capital in 2017 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 103 increasing their positions, 123 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

110,733% more call options, than puts

Call options by funds: $13.3M | Put options by funds: $12K

10% more capital invested

Capital invested by funds: $8.22B → $9.08B (+$856M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1.02% more ownership

Funds ownership: 233.04%234.05% (+1%)

6% less funds holding

Funds holding: 321301 (-20)

16% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 123

28% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 40

Holders
301
Holders Change
-20
Holders Change %
-6.23%
% of All Funds
7.49%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.3%
New
29
Increased
103
Reduced
123
Closed
40
Calls
$13.3M
Puts
$12K
Net Calls
+$13.3M
Net Calls Change
+$8.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Artisan Partners
1
Artisan Partners
Wisconsin
$1.67B -$73.6M -2,407,980 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$909M +$38.3M +1,254,687 +5%
BlackRock
3
BlackRock
New York
$831M +$781M +25,558,638 +3,410%
BAMCO Inc
4
BAMCO Inc
New York
$820M -$10.7M -349,557 -1%
FP
5
FPR Partners
California
$538M -$44.3M -1,450,761 -8%
State Street
6
State Street
Massachusetts
$276M +$3.73M +122,211 +1%
Wells Fargo
7
Wells Fargo
California
$187M -$5.26M -172,011 -3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$180M -$6.52M -213,516 -4%
Principal Financial Group
9
Principal Financial Group
Iowa
$172M +$1.11M +36,213 +0.7%
Lord, Abbett & Co
10
Lord, Abbett & Co
New Jersey
$151M +$10.3M +336,453 +8%
MA
11
Marshfield Associates
District of Columbia
$136M -$5.12M -167,595 -4%
Goldman Sachs
12
Goldman Sachs
New York
$115M -$2.76M -90,201 -2%
PC
13
Polar Capital
United Kingdom
$114M -$11.5M -377,466 -9%
Norges Bank
14
Norges Bank
Norway
$112M -$5.75M -188,058 -5%
APG Asset Management
15
APG Asset Management
Netherlands
$101M -$733K -24,000 -0.7%
Robeco Institutional Asset Management
16
Robeco Institutional Asset Management
Netherlands
$100M +$6.97M +228,186 +8%
Franklin Resources
17
Franklin Resources
California
$100M -$250K -8,196 -0.3%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$99.4M +$3.05M +99,858 +3%
Renaissance Technologies
19
Renaissance Technologies
New York
$91.7M +$6.55M +214,500 +8%
Northern Trust
20
Northern Trust
Illinois
$87.4M +$3.09M +101,085 +4%
Invesco
21
Invesco
Georgia
$83.7M -$13.1M -427,887 -14%
JP Morgan Chase
22
JP Morgan Chase
New York
$80.6M +$69.4M +2,269,668 +802%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$76.2M +$13M +425,205 +21%
Swiss National Bank
24
Swiss National Bank
Switzerland
$73.9M +$9.96M +325,800 +16%
AQR Capital Management
25
AQR Capital Management
Connecticut
$65.5M +$11.8M +385,224 +23%

ACGL Hedge Fund Activity: Q1 2017 in Review

301 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Arch Capital (ACGL) for Q1 2017, worth a combined $9.08B — up 10% from $8.22B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of ACGL and 29 opened new positions — a net loss of 11 holders — while 123 trimmed existing stakes and 103 added.

The largest buyer was BlackRock, adding an estimated $781M. The largest seller was Artisan Partners, cutting an estimated $73.6M.

  • 301 institutional investors held Arch Capital (ACGL) as of Q1 2017, down from 321 in Q4 2016.
  • Funds reported $9.08B of Arch Capital stock for Q1 2017, up 10% quarter-over-quarter.
  • 29 funds opened new Arch Capital positions in Q1 2017 and 40 closed out, a net change of -11 holders.
  • The largest Arch Capital buyer in Q1 2017 was BlackRock, an estimated $781M added.
  • The largest Arch Capital seller in Q1 2017 was Artisan Partners, an estimated $73.6M sold.

Based on aggregated 13F filings for Q1 2017.