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Arrowhead Research

256 hedge funds and large institutions have $2.01B invested in Arrowhead Research in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 92 increasing their positions, 95 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $8.85M | Put options by funds: $5.75M

1.95% more ownership

Funds ownership: 67.68%69.63% (+1.9%)

3% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 95

7% less funds holding

Funds holding: 274256 (-18)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

22% less capital invested

Capital invested by funds: $2.57B → $2.01B (-$568M)

45% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 38

Holders
256
Holders Change
-18
Holders Change %
-6.57%
% of All Funds
4.06%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
21
Increased
92
Reduced
95
Closed
38
Calls
$8.85M
Puts
$5.75M
Net Calls
+$3.1M
Net Calls Change
+$410K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
226
Northwestern Mutual Wealth Management
Wisconsin
$14.1K +$7.05K +230 +78%
National Bank of Canada
227
National Bank of Canada
Quebec, Canada
$13.1K +$15.3K +500 New
LC
228
Lindbrook Capital
California
$11.5K +$4.17K +136 +46%
QCG
229
Quadrant Capital Group
Ohio
$11K -$10.5K -343 -46%
Daiwa Securities Group
230
Daiwa Securities Group
Japan
$11K
HDIM
231
Hanson & Doremus Investment Management
Vermont
$9K
NS
232
NBC Securities
Alabama
$8K +$9.34K +305 New
C
233
Covestor
United Kingdom
$6K -$31 -1 -0.5%
SPIA
234
Steward Partners Investment Advisory
New York
$5.51K
VNA
235
Valley National Advisers
Pennsylvania
$5K
IUHSA
236
Itau Unibanco Holding S.A.
Brazil
$4.7K -$61 -2 -1%
BAAM
237
Baker Avenue Asset Management
California
$4.62K -$184 -6 -3%
LSA
238
Leonteq Securities AG
Switzerland
$3.49K
S
239
SignatureFD
Georgia
$2.93K +$2.7K +88 +419%
EWA
240
EverSource Wealth Advisors
Alabama
$2.79K +$1.62K +53 +104%
AIM
241
Arcadia Investment Management
Michigan
$2.69K
JWA
242
JFS Wealth Advisors
Pennsylvania
$2.58K
AF
243
Allworth Financial
California
$2.07K +$1.07K +35 +83%
MPWT
244
MassMutual Private Wealth & Trust
Connecticut
$1.69K +$919 +30 +91%
CTC
245
Central Trust Company
Missouri
$1.59K +$1.81K +59 New
FMII
246
Farmers & Merchants Investments Inc
Nebraska
$1.34K
FCA
247
FinTrust Capital Advisors
South Carolina
$1K +$1.13K +37 New
AGWCA
248
Annis Gardner Whiting Capital Advisors
Florida
$780 +$888 +29 New
MCM
249
Manchester Capital Management
Vermont
$645 -$92 -3 -11%
IFAM
250
Institutional & Family Asset Management
Colorado
$537 +$276 +9 +82%

ARWR Hedge Fund Activity: Q3 2023 in Review

256 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Arrowhead Research (ARWR) for Q3 2023, worth a combined $2.01B — down 22% from $2.57B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of ARWR and 21 opened new positions — a net loss of 17 holders — while 95 trimmed existing stakes and 92 added.

The largest buyer was Fidelity Investments, adding an estimated $48.5M. The largest seller was Commodore Capital, exiting entirely with an estimated $21.8M sold.

  • 256 institutional investors held Arrowhead Research (ARWR) as of Q3 2023, down from 274 in Q2 2023.
  • Funds reported $2.01B of Arrowhead Research stock for Q3 2023, down 22% quarter-over-quarter.
  • 21 funds opened new Arrowhead Research positions in Q3 2023 and 38 closed out, a net change of -17 holders.
  • The largest Arrowhead Research buyer in Q3 2023 was Fidelity Investments, an estimated $48.5M added.
  • The largest Arrowhead Research seller in Q3 2023 was Commodore Capital, an estimated $21.8M sold.

Based on aggregated 13F filings for Q3 2023.