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Arm
ARM

Overview Fund Activity

267 hedge funds and large institutions have $5.91B invested in Arm in 2023 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 78 increasing their positions, 42 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
+60
Holders Change %
+28.99%
% of All Funds
3.91%
Holding in Top 10
16
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+100%
% of All Funds
0.23%
New
118
Increased
78
Reduced
42
Closed
57
Calls
$506M
Puts
$381M
Net Calls
+$125M
Net Calls Change
+$133M

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$480M
2
Morgan Stanley
2
Morgan Stanley
New York
$191M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$336M
4
RS
4
Robeco Schweiz
Switzerland
$160M
5
Jennison Associates
5
Jennison Associates
New York
$552M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$102M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$225M
3
Invesco
3
Invesco
Georgia
$102M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$25.5M
5
GQG Partners
5
GQG Partners
Florida
$1.15B
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
151
Sequoia Financial Advisors
Ohio
$402K +$402K +5,348 New
BRWA
152
B. Riley Wealth Advisors
Florida
$388K +$388K +5,158 New
HI
153
Hoey Investments
Pennsylvania
$384K +$347K +4,616 +923%
Lazard Asset Management
154
Lazard Asset Management
New York
$384K +$384K +5,119 New
CWM
155
Cornerstone Wealth Management
Missouri
$381K -$13.2K -175 -3%
AFC
156
AFT Forsyth & Company
Florida
$380K +$380K +5,057 New
SDWIA
157
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$377K +$9.02K +120 +2%
DI
158
DUMAC Inc
North Carolina
$376K – – –
SW
159
SVB Wealth
Massachusetts
$376K +$376K +5,000 New
HCA
160
Harbour Capital Advisors
Virginia
$374K +$374K +5,500 New
OAM
161
Oppenheimer Asset Management
New York
$365K +$70.9K +943 +24%
MML Investors Services
162
MML Investors Services
Massachusetts
$343K +$343K +4,568 New
CAM
163
Cresset Asset Management
Illinois
$342K +$342K +4,547 New
EDRH
164
Edmond de Rothschild Holding
Switzerland
$341K +$150K +2,000 +79%
SIMG
165
Sonora Investment Management Group
Arizona
$328K +$7.52K +100 +2%
SCM
166
Silvant Capital Management
Georgia
$325K -$49.3K -656 -13%
CLOS
167
Compagnie Lombard Odier SCmA
Switzerland
$316K +$165K +2,200 +110%
SIM
168
Sandia Investment Management
Massachusetts
$301K -$2.72M -36,142 -90%
HFA
169
High Falls Advisors
New York
$301K +$301K +4,000 New
FP
170
FFG Partners
Florida
$301K +$301K +4,000 New
EAM
171
Eschler Asset Management
United Kingdom
$298K +$298K +3,969 New
KBC Group
172
KBC Group
Belgium
$294K +$219K +2,912 +291%
IWC
173
Integrated Wealth Concepts
Massachusetts
$289K +$289K +3,840 New
HAG
174
HighPoint Advisor Group
Illinois
$280K +$280K +2,025 New
PWM
175
Prosperity Wealth Management
California
$277K +$277K +3,680 New
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