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Arrowhead Research

274 hedge funds and large institutions have $2.57B invested in Arrowhead Research in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 75 increasing their positions, 108 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 27

39% more capital invested

Capital invested by funds: $1.85B → $2.57B (+$721M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

21% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $12.5M

7% more funds holding

Funds holding: 256274 (+18)

0.28% more ownership

Funds ownership: 67.4%67.68% (+0.28%)

31% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 108

Holders
274
Holders Change
+18
Holders Change %
+7.03%
% of All Funds
4.3%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
47
Increased
75
Reduced
108
Closed
27
Calls
$15.2M
Puts
$12.5M
Net Calls
+$2.69M
Net Calls Change
-$266K
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
226
Elgethun Capital Management
South Dakota
$143K
VEA
227
Virtus ETF Advisers
New York
$110K -$34 -1 -0%
AWM
228
Avior Wealth Management
Nebraska
$109K
APW
229
Atlantic Private Wealth
North Carolina
$107K
HT
230
Headlands Technologies
Illinois
$96.1K +$92.9K +2,695 New
Lazard Asset Management
231
Lazard Asset Management
New York
$85K -$44.3K -1,284 -35%
Nisa Investment Advisors
232
Nisa Investment Advisors
Missouri
$81.7K +$9.83K +285 +14%
VanEck Associates
233
VanEck Associates
New York
$69K -$6.34K -184 -9%
PTC
234
Private Trust Company
Ohio
$56.5K
NA
235
NewEdge Advisors
Louisiana
$51.5K
CUAMC
236
China Universal Asset Management Company
China
$50K -$2.28K -66 -4%
CAM
237
Costello Asset Management
Pennsylvania
$35.3K
Point72 Asset Management
238
Point72 Asset Management
Connecticut
$32.4K +$31.3K +908 New
KBC Group
239
KBC Group
Belgium
$32K
SIS
240
Sound Income Strategies
Florida
$28.7K
NSIM
241
North Star Investment Management
Illinois
$28.5K +$27.6K +800 New
GRP
242
Global Retirement Partners
California
$28.5K
QCG
243
Quadrant Capital Group
Ohio
$26.9K -$3.41K -99 -12%
Simplex Trading
244
Simplex Trading
Illinois
$25K -$37.3K -1,083 -61%
Fifth Third Bancorp
245
Fifth Third Bancorp
Ohio
$16.6K +$11.2K +326 +233%
Daiwa Securities Group
246
Daiwa Securities Group
Japan
$15K
HDIM
247
Hanson & Doremus Investment Management
Vermont
$11K
Northwestern Mutual Wealth Management
248
Northwestern Mutual Wealth Management
Wisconsin
$10.5K
LC
249
Lindbrook Capital
California
$10.4K +$3.41K +99 +51%
VNA
250
Valley National Advisers
Pennsylvania
$8K

ARWR Hedge Fund Activity: Q2 2023 in Review

274 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Arrowhead Research (ARWR) for Q2 2023, worth a combined $2.57B — up 39% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ARWR positions and 27 closed out — a net gain of 20 holders — while 75 added to existing stakes and 108 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $46.6M. The largest seller was Avidity Partners Management, cutting an estimated $28.1M.

  • 274 institutional investors held Arrowhead Research (ARWR) as of Q2 2023, up from 256 in Q1 2023.
  • Funds reported $2.57B of Arrowhead Research stock for Q2 2023, up 39% quarter-over-quarter.
  • 47 funds opened new Arrowhead Research positions in Q2 2023 and 27 closed out, a net change of +20 holders.
  • The largest Arrowhead Research buyer in Q2 2023 was Fidelity Investments, an estimated $46.6M added.
  • The largest Arrowhead Research seller in Q2 2023 was Avidity Partners Management, an estimated $28.1M sold.

Based on aggregated 13F filings for Q2 2023.