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Arrowhead Research

274 hedge funds and large institutions have $2.77B invested in Arrowhead Research in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 106 increasing their positions, 76 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $28.4M | Put options by funds: $12.8M

39% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 76

37% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 30

15% more capital invested

Capital invested by funds: $2.4B → $2.77B (+$366M)

5.09% more ownership

Funds ownership: 72.99%78.08% (+5.1%)

3% more funds holding

Funds holding: 266274 (+8)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
274
Holders Change
+8
Holders Change %
+3.01%
% of All Funds
3.95%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
41
Increased
106
Reduced
76
Closed
30
Calls
$28.4M
Puts
$12.8M
Net Calls
+$15.7M
Net Calls Change
+$7.77M
Name Holding Trade Value Shares
Change
Change in
Stake
PS
251
Principal Securities
Iowa
$3.12K +$1.31K +41 +60%
AIM
252
Arcadia Investment Management
Michigan
$2.86K
BL
253
BFSG LLC
California
$2.86K
JWA
254
JFS Wealth Advisors
Pennsylvania
$2.55K -$128 -4 -4%
EWA
255
EverSource Wealth Advisors
Alabama
$2.19K -$1.02K -32 -25%
MAM
256
Meeder Asset Management
Ohio
$2.06K +$2.3K +72 New
CTC
257
Central Trust Company
Missouri
$1.69K
PWMG
258
Private Wealth Management Group
New Jersey
$1.49K
AWM
259
Avior Wealth Management
Nebraska
$1.37K +$1.54K +48 New
FMII
260
Farmers & Merchants Investments Inc
Nebraska
$1.32K
SWS
261
SYSTM Wealth Solutions
Illinois
$1.2K
National Bank of Canada
262
National Bank of Canada
Quebec, Canada
$1.1K -$14.4K -450 -90%
FCA
263
FinTrust Capital Advisors
South Carolina
$1.07K
S
264
Sachetta
Massachusetts
$1.04K
MPWT
265
MassMutual Private Wealth & Trust
Connecticut
$944
AGWCA
266
Annis Gardner Whiting Capital Advisors
Florida
$830
UB
267
UMB Bank
Missouri
$801 +$896 +28 New
BIA
268
Bell Investment Advisors
California
$544
GWSG
269
GPS Wealth Strategies Group
Colorado
$515
FGAM
270
Financial Gravity Asset Management
Texas
$402 -$128 -4 -24%
RAM
271
Riggs Asset Management
Pennsylvania
$401 +$448 +14 New
RIL
272
Rothschild Investment LLC
Illinois
$286 +$320 +10 New
AF
273
Advisornet Financial
Minnesota
$200
Toronto Dominion Bank
274
Toronto Dominion Bank
Ontario, Canada
$86
First Manhattan
275
First Manhattan
New York
-$22.8M -743,721 Closed

ARWR Hedge Fund Activity: Q1 2024 in Review

274 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Arrowhead Research (ARWR) for Q1 2024, worth a combined $2.77B — up 15% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new ARWR positions and 30 closed out — a net gain of 11 holders — while 106 added to existing stakes and 76 trimmed.

The largest buyer was Avoro Capital Advisors, adding an estimated $238M. The largest seller was Invesco, cutting an estimated $65.6M.

  • 274 institutional investors held Arrowhead Research (ARWR) as of Q1 2024, up from 266 in Q4 2023.
  • Funds reported $2.77B of Arrowhead Research stock for Q1 2024, up 15% quarter-over-quarter.
  • 41 funds opened new Arrowhead Research positions in Q1 2024 and 30 closed out, a net change of +11 holders.
  • The largest Arrowhead Research buyer in Q1 2024 was Avoro Capital Advisors, an estimated $238M added.
  • The largest Arrowhead Research seller in Q1 2024 was Invesco, an estimated $65.6M sold.

Based on aggregated 13F filings for Q1 2024.