We are live on ! Find out more
ARWR icon

Arrowhead Research

297 hedge funds and large institutions have $4.16B invested in Arrowhead Research in 2021 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 110 increasing their positions, 104 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $61.1M | Put options by funds: $36.5M

6% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 104

0.43% less ownership

Funds ownership: 64.33%63.91% (-0.43%)

5% less funds holding

Funds holding: 314297 (-17)

25% less capital invested

Capital invested by funds: $5.52B → $4.16B (-$1.36B)

27% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 49

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
297
Holders Change
-17
Holders Change %
-5.41%
% of All Funds
5.2%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
36
Increased
110
Reduced
104
Closed
49
Calls
$61.1M
Puts
$36.5M
Net Calls
+$24.7M
Net Calls Change
-$25.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FMT
251
First Mercantile Trust
Tennessee
$40K -$45K -695 -52%
WT
252
Whittier Trust
California
$31K -$12.9K -200 -29%
ST
253
Sageworth Trust
Pennsylvania
$31K
SPIA
254
Steward Partners Investment Advisory
New York
$31K +$32.4K +500 New
CFD
255
Creative Financial Designs
Indiana
$24K
TFM
256
TFC Financial Management
Massachusetts
$22K
Daiwa Securities Group
257
Daiwa Securities Group
Japan
$22K +$9.78K +151 +73%
EWM
258
Evermay Wealth Management
Virginia
$21K +$21.4K +331 New
HDIM
259
Hanson & Doremus Investment Management
Vermont
$20K
IUHSA
260
Itau Unibanco Holding S.A.
Brazil
$20K +$518 +8 +3%
QCG
261
Quadrant Capital Group
Ohio
$19K +$583 +9 +3%
Fifth Third Bancorp
262
Fifth Third Bancorp
Ohio
$19K +$8.81K +136 +80%
AAM
263
Advisors Asset Management
Colorado
$19K +$19.7K +305 New
MCM
264
Manchester Capital Management
Vermont
$16K +$14.7K +227 +841%
Northwestern Mutual Wealth Management
265
Northwestern Mutual Wealth Management
Wisconsin
$15K
BCA
266
Berman Capital Advisors
Georgia
$13K -$13.5K -209 -49%
PCG
267
Private Capital Group
Connecticut
$13K
VNA
268
Valley National Advisers
Pennsylvania
$12K -$9.71K -150 -43%
GKWIM
269
Gerber Kawasaki Wealth & Investment Management
California
$9K +$9.71K +150 New
PFGIA
270
Patriot Financial Group Insurance Agency
Massachusetts
$8K +$1.17K +18 +16%
S
271
SignatureFD
Georgia
$7K -$2.01K -31 -21%
SGAM
272
Smith Group Asset Management
Texas
$7K
IWA
273
IBEX Wealth Advisors
New Jersey
$7K +$6.99K +108 New
PA
274
Parallel Advisors
California
$6K -$9.32K -144 -60%
GAM
275
Gemmer Asset Management
California
$6K -$4.79K -74 -44%

ARWR Hedge Fund Activity: Q3 2021 in Review

297 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Arrowhead Research (ARWR) for Q3 2021, worth a combined $4.16B — down 25% from $5.52B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of ARWR and 36 opened new positions — a net loss of 13 holders — while 104 trimmed existing stakes and 110 added.

The largest buyer was Avidity Partners Management, adding an estimated $36.9M. The largest seller was First Light Asset Management, exiting entirely with an estimated $38.6M sold.

  • 297 institutional investors held Arrowhead Research (ARWR) as of Q3 2021, down from 314 in Q2 2021.
  • Funds reported $4.16B of Arrowhead Research stock for Q3 2021, down 25% quarter-over-quarter.
  • 36 funds opened new Arrowhead Research positions in Q3 2021 and 49 closed out, a net change of -13 holders.
  • The largest Arrowhead Research buyer in Q3 2021 was Avidity Partners Management, an estimated $36.9M added.
  • The largest Arrowhead Research seller in Q3 2021 was First Light Asset Management, an estimated $38.6M sold.

Based on aggregated 13F filings for Q3 2021.