We are live on ! Find out more
ARM icon

Arm
ARM

271 hedge funds and large institutions have $5.92B invested in Arm in 2023 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 79 increasing their positions, 43 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 57

100% more funds holding in top 10

Funds holding in top 10: 8 → 16 (+8)

84% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 43

49% more capital invested

Capital invested by funds: $3.97B → $5.92B (+$1.94B)

33% more call options, than puts

Call options by funds: $506M | Put options by funds: $381M

30% more funds holding

Funds holding: 209 → 271 (+62)

0.45% more ownership

Funds ownership: 7.21% → 7.67% (+0.45%)

Holders
271
Holders Change
+62
Holders Change %
+29.67%
% of All Funds
3.95%
Holding in Top 10
16
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+100%
% of All Funds
0.23%
New
120
Increased
79
Reduced
43
Closed
57
Calls
$506M
Puts
$381M
Net Calls
+$125M
Net Calls Change
+$133M

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$374M
2
Morgan Stanley
Morgan Stanley
New York
+$134M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$94.3M
4
RS
Robeco Schweiz
Switzerland
+$85.7M
5
Jennison Associates
Jennison Associates
New York
+$58.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$122M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$89.8M
3
Invesco
Invesco
Georgia
-$76.8M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$71M
5
GQG Partners
GQG Partners
Florida
-$59.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
76
Stifel Financial
Missouri
$4M +$1.78M +30,428 +133%
PCMH
77
Polymer Capital Management (HK)
Hong Kong
$3.76M +$2.93M +50,100 New
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$3.71M +$2.2M +37,654 +320%
CIBC World Market
79
CIBC World Market
Ontario, Canada
$3.44M +$2.68M +45,746 New
N
80
Natixis
France
$3.17M +$2.05M +35,142 +498%
Osaic Holdings
81
Osaic Holdings
Arizona
$3.12M +$1.65M +28,191 +211%
MA
82
MYDA Advisors
New York
$3.01M +$2.34M +40,000 New
WAM
83
WT Asset Management
Hong Kong
$3.01M +$2.34M +40,000 New
MS
84
Mizuho Securities
Japan
$2.99M +$2.33M +39,810 New
Sumitomo Mitsui Trust Group
85
Sumitomo Mitsui Trust Group
Japan
$2.82M +$471K +8,052 +27%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$2.67M +$1.33M +22,763 +179%
PA
87
Pinnacle Associates
New York
$2.6M +$2.02M +34,600 New
LA
88
LBP AM
France
$2.49M +$1.94M +33,196 New
WHG
89
Westwood Holdings Group
Texas
$2.4M +$1.87M +32,011 New
AIM
90
Aquila Investment Management
New York
$2.33M +$1.11M +19,000 +158%
LIP
91
Liontrust Investment Partners
United Kingdom
$2.25M +$936K +16,000 +114%
SEC
92
Seven Eight Capital
New York
$2.25M +$1.75M +29,876 New
FGAM
93
Financial Gravity Asset Management
Texas
$2.15M +$1.67M +28,547 New
Mirae Asset Global Investments
94
Mirae Asset Global Investments
South Korea
$2.05M +$867K +14,821 +119%
AWM
95
Adams Wealth Management
Utah
$1.93M +$1.5M +25,655 New
CI Investments Inc
96
CI Investments Inc
Ontario, Canada
$1.87M +$746K +12,760 +105%
SSA
97
Schonfeld Strategic Advisors
New York
$1.84M -$3.1M -52,977 -68%
Vontobel Holding
98
Vontobel Holding
Switzerland
$1.76M +$738K +12,623 +116%
LC
99
Longitude (Cayman)
Cayman Islands
$1.69M +$87.7K +1,500 +7%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$1.67M +$384K +6,571 +42%
2 3
4
5 6

ARM Hedge Fund Activity: Q4 2023 in Review

271 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Arm (ARM) for Q4 2023, worth a combined $5.92B — up 49% from $3.97B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new ARM positions and 57 closed out — a net gain of 63 holders — while 79 added to existing stakes and 43 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $374M. The largest seller was Citadel Advisors, cutting an estimated $122M.

  • 271 institutional investors held Arm (ARM) as of Q4 2023, up from 209 in Q3 2023.
  • Funds reported $5.92B of Arm stock for Q4 2023, up 49% quarter-over-quarter.
  • 120 funds opened new Arm positions in Q4 2023 and 57 closed out, a net change of +63 holders.
  • The largest Arm buyer in Q4 2023 was Schroder Investment Management Group, an estimated $374M added.
  • The largest Arm seller in Q4 2023 was Citadel Advisors, an estimated $122M sold.

Based on aggregated 13F filings for Q4 2023.