Arrowhead Research
ARWR
256 hedge funds and large institutions have $1.85B invested in Arrowhead Research in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 83 increasing their positions, 93 reducing their positions, and 54 closing their positions.
41% more call options, than puts
Call options by funds: $10.1M | Put options by funds: $7.17M
1.7% less ownership
Funds ownership: 69.11% → 67.4% (-1.7%)
9% less funds holding
Funds holding: 282 → 256 (-26)
11% less repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 93
38% less capital invested
Capital invested by funds: $2.97B → $1.85B (-$1.11B)
41% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 54
50% less funds holding in top 10
Funds holding in top 10: 8 → 4 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCMU
Rokos Capital Management (UK)
London,
United Kingdom
|
+$40.1M |
| 2 |
WP
Woodline Partners
San Francisco,
California
|
+$18.6M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$13.3M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$12.6M |
| 5 |
Millennium Management
New York
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$71.8M |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$32.2M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$19.4M |
| 4 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$15.1M |
| 5 |
New York State Common Retirement Fund
Albany,
New York
|
-$9.41M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CS
301
Comerica Securities
Detroit,
Michigan
| – | -$9.49K | -234 | Closed |
|
302
Rockefeller Capital Management
New York
| – | -$9K | -232 | Closed |
|
|
BHWM
303
Beaird Harris Wealth Management
Dallas,
Texas
| – | -$4.1K | -101 | Closed |
|
|
MCC
304
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$2.39K | -59 | Closed |
|
|
AWM
305
Accurate Wealth Management
Wesley Chapel,
Florida
| – | -$1.82K | -55 | Closed |
|
|
PPC
306
Park Place Capital
Homewood,
Alabama
| – | -$2K | -43 | Closed |
|
|
BIA
307
Bell Investment Advisors
Oakland,
California
| – | -$649 | -16 | Closed |
|
|
USCWA
308
U.S. Capital Wealth Advisors
Austin,
Texas
| – | -$203 | -5 | Closed |
|
|
SWA
309
Sutton Wealth Advisors
Tampa,
Florida
| – | -$162 | -4 | Closed |
|
ARWR Hedge Fund Activity: Q1 2023 in Review
256 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Arrowhead Research (ARWR) for Q1 2023, worth a combined $1.85B — down 38% from $2.97B a quarter earlier.
Sellers outnumbered buyers: 54 funds closed out of ARWR and 32 opened new positions — a net loss of 22 holders — while 93 trimmed existing stakes and 83 added.
The largest buyer was Rokos Capital Management (UK), adding an estimated $40.1M. The largest seller was AllianceBernstein, cutting an estimated $71.8M.
- 256 institutional investors held Arrowhead Research (ARWR) as of Q1 2023, down from 282 in Q4 2022.
- Funds reported $1.85B of Arrowhead Research stock for Q1 2023, down 38% quarter-over-quarter.
- 32 funds opened new Arrowhead Research positions in Q1 2023 and 54 closed out, a net change of -22 holders.
- The largest Arrowhead Research buyer in Q1 2023 was Rokos Capital Management (UK), an estimated $40.1M added.
- The largest Arrowhead Research seller in Q1 2023 was AllianceBernstein, an estimated $71.8M sold.
Based on aggregated 13F filings for Q1 2023.