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Arrowhead Research

262 hedge funds and large institutions have $2.94B invested in Arrowhead Research in 2020 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 79 increasing their positions, 97 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

64% more call options, than puts

Call options by funds: $51.9M | Put options by funds: $31.7M

60% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 25

5% more funds holding

Funds holding: 250262 (+12)

0.94% less ownership

Funds ownership: 67.69%66.75% (-0.94%)

1% less capital invested

Capital invested by funds: $2.98B → $2.94B (-$40.9M)

19% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 97

Holders
262
Holders Change
+12
Holders Change %
+4.8%
% of All Funds
5.29%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
40
Increased
79
Reduced
97
Closed
25
Calls
$51.9M
Puts
$31.7M
Net Calls
+$20.2M
Net Calls Change
-$869K
Name Holding Trade Value Shares
Change
Change in
Stake
PCWA
226
Pacific Capital Wealth Advisors
California
$34K +$34.5K +800 New
GRP
227
Global Retirement Partners
California
$30K
VNA
228
Valley National Advisers
Pennsylvania
$30K
SIS
229
Sound Income Strategies
Florida
$29K
CFD
230
Creative Financial Designs
Indiana
$25K
Daiwa Securities Group
231
Daiwa Securities Group
Japan
$25K +$647 +15 +3%
CAM
232
Costello Asset Management
Pennsylvania
$22K +$6.47K +150 +43%
PCG
233
Private Capital Group
Connecticut
$20K +$2.2K +51 +13%
NICM
234
Neo Ivy Capital Management
New York
$16K +$16.1K +373 New
TFM
235
TFC Financial Management
Massachusetts
$15K +$15.4K +357 New
HDIM
236
Hanson & Doremus Investment Management
Vermont
$14K
SFS
237
Sowell Financial Services
Arkansas
$13K +$6.47K +150 +100%
QCG
238
Quadrant Capital Group
Ohio
$11K +$1.04K +24 +10%
Northwestern Mutual Wealth Management
239
Northwestern Mutual Wealth Management
Wisconsin
$10K
WT
240
Whittier Trust
California
$9K +$8.63K +200 New
Millennium Management
241
Millennium Management
New York
$8.11K +$8.12M +188,244 New
PFGIA
242
Patriot Financial Group Insurance Agency
Massachusetts
$5K
SL
243
Savior LLC
Massachusetts
$5K
GAM
244
Gemmer Asset Management
California
$4K -$561 -13 -12%
AIM
245
Arcadia Investment Management
Michigan
$4K
CFGS
246
Concourse Financial Group Securities
Alabama
$4K
FFA
247
Founders Financial Alliance
North Carolina
$4K +$2.33K +54 New
ST
248
Smithfield Trust
Pennsylvania
$4K +$4.32K +100 New
CFA
249
Carroll Financial Associates
North Carolina
$4K +$4.4K +102 New
FHA
250
Flagship Harbor Advisors
Massachusetts
$3K

ARWR Hedge Fund Activity: Q3 2020 in Review

262 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Arrowhead Research (ARWR) for Q3 2020, worth a combined $2.94B — down 1.4% from $2.98B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ARWR positions and 25 closed out — a net gain of 15 holders — while 79 added to existing stakes and 97 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $45.2M. The largest seller was Fidelity Investments, cutting an estimated $37.8M.

  • 262 institutional investors held Arrowhead Research (ARWR) as of Q3 2020, up from 250 in Q2 2020.
  • Funds reported $2.94B of Arrowhead Research stock for Q3 2020, down 1.4% quarter-over-quarter.
  • 40 funds opened new Arrowhead Research positions in Q3 2020 and 25 closed out, a net change of +15 holders.
  • The largest Arrowhead Research buyer in Q3 2020 was JP Morgan Chase, an estimated $45.2M added.
  • The largest Arrowhead Research seller in Q3 2020 was Fidelity Investments, an estimated $37.8M sold.

Based on aggregated 13F filings for Q3 2020.