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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
VPIM
276
Vanguard Personalized Indexing Management
California
-$278K -7,796 Closed
AFO
277
Arrowroot Family Office
California
-$232K -6,500 Closed
Koshinski Asset Management
278
Koshinski Asset Management
Illinois
-$232K -6,500 Closed
Mackenzie Financial
279
Mackenzie Financial
Ontario, Canada
-$226K -6,419 Closed
VCWA
280
Vanguard Capital Wealth Advisors
Colorado
-$219K -6,135 Closed
GAM
281
Gotham Asset Management
New York
-$214K -5,993 Closed
TCM
282
Teza Capital Management
Illinois
-$212K -5,938 Closed
CC
283
Centiva Capital
New York
-$207K -5,807 Closed
FCM
284
Farallon Capital Management
California
-$207K -5,800 Closed
MWM
285
MBE Wealth Management
Wisconsin
-$206K -5,775 Closed
IWC
286
Integrated Wealth Concepts
Massachusetts
-$200K -5,619 Closed
VIA
287
Virtus Investment Advisers
Connecticut
-$194K -5,433 Closed
AWM
288
Avior Wealth Management
Nebraska
-$109K -3,062 Closed
Simplex Trading
289
Simplex Trading
Illinois
-$21.5K -703 Closed
FFA
290
Farther Finance Advisors
California
-$5.78K -162 Closed
Bessemer Group
291
Bessemer Group
New Jersey
-$2.27K -74 -85%
PA
292
Parallel Advisors
California
-$606 -17 Closed
VCM
293
Versant Capital Management
Arizona
-$606 -17 Closed
NC
294
NewSquare Capital
Pennsylvania
-$321 -9 Closed
CFGS
295
Concourse Financial Group Securities
Alabama
-$31 -1 Closed

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.