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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
EFSCE
301
Enterprise Financial Services Corp (EFSC)
Missouri
$3K -$74 -1 -3%
GWSG
302
GPS Wealth Strategies Group
Colorado
$2K
IFAM
303
Institutional & Family Asset Management
Colorado
$2K
MCM
304
Manchester Capital Management
Vermont
$2K +$2.01K +27 New
H
305
HoyleCohen
California
$1.29K
HR
306
Howe & Rusling
New York
$1K -$223 -3 -30%
CWP
307
Concord Wealth Partners
Virginia
$1K
CFGS
308
Concourse Financial Group Securities
Alabama
$1K
FMP
309
Financial Management Professionals
Texas
$1K +$596 +8 New
FWM
310
Focused Wealth Management
New York
$1K +$1.12K +15 New
PCH
311
Polar Capital Holdings
United Kingdom
$824 -$899K -12,073 -55%
Nisa Investment Advisors
312
Nisa Investment Advisors
Missouri
$717 +$70.7K +950 +12%
NAMA
313
Nikko Asset Management Americas
New York
-$12.1M -182,704 Closed
Sumitomo Mitsui Trust Group
314
Sumitomo Mitsui Trust Group
Japan
-$12.1M -182,704 Closed
PHP
315
Parkman Healthcare Partners
Connecticut
-$4.65M -70,089 Closed
UIC
316
Uniplan Investment Counsel
Wisconsin
-$2.68M -40,469 Closed
First Trust Advisors
317
First Trust Advisors
Illinois
-$2.31M -34,758 Closed
MSL
318
Mackay Shields LLC
New York
-$2.16M -32,600 Closed
SM
319
SG3 Management
Puerto Rico
-$2.42M -32,500 Closed
Calamos Advisors
320
Calamos Advisors
Illinois
-$1.81M -27,249 Closed
AP
321
Advisors Preferred
Maryland
-$1.29M -19,194 Closed
SDIC
322
South Dakota Investment Council
South Dakota
-$1.02M -15,334 Closed
CWM
323
CIBC World Markets
New York
-$739K -11,145 Closed
MIFH
324
Migdal Insurance & Financial Holdings
Israel
-$703K -10,599 Closed
CIBC Private Wealth Group
325
CIBC Private Wealth Group
Georgia
-$674K -10,159 Closed

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.