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Arch Capital

621 hedge funds and large institutions have $22.7B invested in Arch Capital in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 238 increasing their positions, 204 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 43

17% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 204

9% more capital invested

Capital invested by funds: $20.8B → $22.7B (+$1.86B)

8% more funds holding

Funds holding: 577621 (+44)

0.57% less ownership

Funds ownership: 90.5%89.93% (-0.57%)

26% less funds holding in top 10

Funds holding in top 10: 2720 (-7)

81% less call options, than puts

Call options by funds: $18.5M | Put options by funds: $99.1M

Holders
621
Holders Change
+44
Holders Change %
+7.63%
% of All Funds
9.9%
Holding in Top 10
20
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-25.93%
% of All Funds
0.32%
New
98
Increased
238
Reduced
204
Closed
43
Calls
$18.5M
Puts
$99.1M
Net Calls
-$80.5M
Net Calls Change
-$86.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.81B +$22.8M +347,061 +0.8%
Artisan Partners
2
Artisan Partners
Wisconsin
$1.91B -$199M -3,034,453 -10%
BlackRock
3
BlackRock
New York
$1.77B +$35.1M +534,690 +2%
BAMCO Inc
4
BAMCO Inc
New York
$1.45B -$8.25M -125,545 -0.6%
Capital World Investors
5
Capital World Investors
California
$1.01B -$289M -4,401,966 -23%
State Street
6
State Street
Massachusetts
$999M -$54.1M -823,425 -5%
WCM Investment Management
7
WCM Investment Management
California
$867M +$839M +12,769,260 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$535M +$8.01M +121,919 +2%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$485M -$41.1M -625,211 -8%
Principal Financial Group
10
Principal Financial Group
Iowa
$432M -$7.42M -112,915 -2%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$431M -$62.1M -944,582 -13%
MA
12
Marshfield Associates
District of Columbia
$380M -$3.02K -46 -0%
Capital Research Global Investors
13
Capital Research Global Investors
California
$345M -$102M -1,558,479 -23%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$328M -$106M -1,606,996 -25%
JP Morgan Chase
15
JP Morgan Chase
New York
$307M +$17.6M +267,394 +6%
FP
16
FPR Partners
California
$306M -$82.1M -1,250,000 -22%
Northern Trust
17
Northern Trust
Illinois
$302M +$36.6M +556,804 +14%
MAM
18
Madison Asset Management
Wisconsin
$285M -$3.76M -57,199 -1%
PCH
19
Polar Capital Holdings
United Kingdom
$266M -$77.5M -1,179,841 -23%
Morgan Stanley
20
Morgan Stanley
New York
$253M +$9.31M +141,692 +4%
N
21
Nuveen
North Carolina
$246M -$2.4M -36,458 -1%
Norges Bank
22
Norges Bank
Norway
$229M +$5.03M +76,479 +2%
Los Angeles Capital Management
23
Los Angeles Capital Management
California
$229M -$16.4M -249,436 -7%
FMI
24
Fiduciary Management Inc
Wisconsin
$221M -$104M -1,580,243 -33%
Invesco
25
Invesco
Georgia
$221M -$12.6M -191,631 -6%

ACGL Hedge Fund Activity: Q1 2023 in Review

621 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Arch Capital (ACGL) for Q1 2023, worth a combined $22.7B — up 9% from $20.8B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new ACGL positions and 43 closed out — a net gain of 55 holders — while 238 added to existing stakes and 204 trimmed.

The largest buyer was WCM Investment Management, opening a new position worth an estimated $839M. The largest seller was Capital World Investors, cutting an estimated $289M.

  • 621 institutional investors held Arch Capital (ACGL) as of Q1 2023, up from 577 in Q4 2022.
  • Funds reported $22.7B of Arch Capital stock for Q1 2023, up 9% quarter-over-quarter.
  • 98 funds opened new Arch Capital positions in Q1 2023 and 43 closed out, a net change of +55 holders.
  • The largest Arch Capital buyer in Q1 2023 was WCM Investment Management, an estimated $839M added.
  • The largest Arch Capital seller in Q1 2023 was Capital World Investors, an estimated $289M sold.

Based on aggregated 13F filings for Q1 2023.