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Arrowhead Research

314 hedge funds and large institutions have $5.52B invested in Arrowhead Research in 2021 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 98 increasing their positions, 109 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $95M | Put options by funds: $44.9M

100% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 26

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

22% more capital invested

Capital invested by funds: $4.53B → $5.52B (+$990M)

9% more funds holding

Funds holding: 289314 (+25)

1.74% less ownership

Funds ownership: 66.08%64.33% (-1.7%)

10% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 109

Holders
314
Holders Change
+25
Holders Change %
+8.65%
% of All Funds
5.47%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
52
Increased
98
Reduced
109
Closed
26
Calls
$95M
Puts
$44.9M
Net Calls
+$50.1M
Net Calls Change
+$17.2M
Name Holding Trade Value Shares
Change
Change in
Stake
VEA
251
Virtus ETF Advisers
New York
$210K -$110K -1,476 -37%
Lazard Asset Management
252
Lazard Asset Management
New York
$209K +$186K +2,493 +6,738%
CAAS
253
Capital Asset Advisory Services
Michigan
$209K +$188K +2,521 New
FA
254
FDx Advisors
Illinois
$207K +$186K +2,498 New
Franklin Resources
255
Franklin Resources
California
$204K +$183K +2,464 New
QT
256
Quantbot Technologies
New York
$197K +$177K +2,382 New
EW
257
Evoke Wealth
California
$185K
FPS
258
Fieldpoint Private Securities
Connecticut
$184K -$2.46K -33 -1%
CG
259
Cutler Group
California
$132K
EDRH
260
Edmond de Rothschild Holding
Switzerland
$126K +$114K +1,525 New
AA
261
Ancora Advisors
Ohio
$124K
Rockefeller Capital Management
262
Rockefeller Capital Management
New York
$117K -$467K -6,271 -82%
FMT
263
First Mercantile Trust
Tennessee
$111K -$12.7K -170 -11%
HI
264
Harbour Investments
Wisconsin
$93K +$74 +1 +0.1%
Canada Pension Plan Investment Board
265
Canada Pension Plan Investment Board
Ontario, Canada
$89K +$80.3K +1,078 New
FHA
266
First Horizon Advisors
Tennessee
$80K +$1.04K +14 +1%
IPW
267
IronBridge Private Wealth
Texas
$79K +$37.2K +500 +110%
SIS
268
Sound Income Strategies
Florida
$77K +$18.6K +250 +37%
CAPTRUST Financial Advisors
269
CAPTRUST Financial Advisors
North Carolina
$70K -$276K -3,713 -81%
CAM
270
Costello Asset Management
Pennsylvania
$66K
WT
271
Whittier Trust
California
$58K
GRP
272
Global Retirement Partners
California
$57K
CTC
273
Central Trust Company
Missouri
$55K +$13K +175 +35%
ST
274
Sageworth Trust
Pennsylvania
$41K +$37.2K +500 New
BCA
275
Berman Capital Advisors
Georgia
$35K +$4.47K +60 +17%

ARWR Hedge Fund Activity: Q2 2021 in Review

314 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Arrowhead Research (ARWR) for Q2 2021, worth a combined $5.52B — up 22% from $4.53B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new ARWR positions and 26 closed out — a net gain of 26 holders — while 98 added to existing stakes and 109 trimmed.

The largest buyer was Marshall Wace, opening a new position worth an estimated $18.6M. The largest seller was Invesco, cutting an estimated $65.8M.

  • 314 institutional investors held Arrowhead Research (ARWR) as of Q2 2021, up from 289 in Q1 2021.
  • Funds reported $5.52B of Arrowhead Research stock for Q2 2021, up 22% quarter-over-quarter.
  • 52 funds opened new Arrowhead Research positions in Q2 2021 and 26 closed out, a net change of +26 holders.
  • The largest Arrowhead Research buyer in Q2 2021 was Marshall Wace, an estimated $18.6M added.
  • The largest Arrowhead Research seller in Q2 2021 was Invesco, an estimated $65.8M sold.

Based on aggregated 13F filings for Q2 2021.