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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
SPIA
251
Steward Partners Investment Advisory
New York
$7.31K -$690 -20 -9%
C
252
Covestor
United Kingdom
$7K -$69 -2 -1%
BAAM
253
Baker Avenue Asset Management
California
$6.35K +$207 +6 +3%
IUHSA
254
Itau Unibanco Holding S.A.
Brazil
$6.31K -$655 -19 -10%
FFA
255
Farther Finance Advisors
California
$5.78K -$931 -27 -14%
LSA
256
Leonteq Securities AG
Switzerland
$4.64K -$14.1K -410 -76%
AIM
257
Arcadia Investment Management
Michigan
$3.57K
JWA
258
JFS Wealth Advisors
Pennsylvania
$3.42K
Bessemer Group
259
Bessemer Group
New Jersey
$3K +$3K +87 New
EWA
260
EverSource Wealth Advisors
Alabama
$1.82K +$1.76K +51 New
FMII
261
Farmers & Merchants Investments Inc
Nebraska
$1.78K
AF
262
Allworth Financial
California
$1.5K +$310 +9 +27%
MPWT
263
MassMutual Private Wealth & Trust
Connecticut
$1.18K -$759 -22 -40%
MCM
264
Manchester Capital Management
Vermont
$963
S
265
SignatureFD
Georgia
$749 -$827 -24 -53%
GWSG
266
GPS Wealth Strategies Group
Colorado
$642
PA
267
Parallel Advisors
California
$606 -$1.28K -37 -69%
VCM
268
Versant Capital Management
Arizona
$606 +$586 +17 New
IFAM
269
Institutional & Family Asset Management
Colorado
$392
NC
270
NewSquare Capital
Pennsylvania
$321
MFT
271
Moisand Fitzgerald Tamayo
Florida
$179
FGAM
272
Financial Gravity Asset Management
Texas
$171 +$379 +11 +44%
CFGS
273
Concourse Financial Group Securities
Alabama
$35
Balyasny Asset Management
274
Balyasny Asset Management
Illinois
-$7.01M -275,788 Closed
TC
275
TwinBeech Capital
New York
-$4.16M -163,764 Closed

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.