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Arrowhead Research

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.

New
Increased
Maintained
Reduced
Closed

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: 282256 (-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: 84 (-4)

Holders
256
Holders Change
-26
Holders Change %
-9.22%
% of All Funds
4.08%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
32
Increased
83
Reduced
93
Closed
54
Calls
$10.1M
Puts
$7.17M
Net Calls
+$2.96M
Net Calls Change
-$348K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
26
UBS AM
Illinois
$13.6M +$1.23M +39,044 +8%
Bank of America
27
Bank of America
North Carolina
$12.1M -$5.99M -190,544 -29%
Ameriprise
28
Ameriprise
Minnesota
$11.8M -$1.24M -39,357 -8%
Principal Financial Group
29
Principal Financial Group
Iowa
$11.3M +$348K +11,060 +3%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$11.3M +$11.3M +359,519 +427%
Assenagon Asset Management
31
Assenagon Asset Management
Luxembourg
$10.8M +$13.3M +423,307 New
EAM
32
Eagle Asset Management
Florida
$10.6M -$1.23M -38,989 -9%
EOJOAM
33
E. Ohman J:or Asset Management
Sweden
$9.96M +$670K +21,297 +6%
Voloridge Investment Management
34
Voloridge Investment Management
Florida
$8.96M +$6.77M +215,281 +157%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$8.78M -$23.5K -746 -0.2%
Retirement Systems of Alabama
36
Retirement Systems of Alabama
Alabama
$8.5M +$63.2K +2,008 +0.6%
Mirae Asset Global Investments
37
Mirae Asset Global Investments
South Korea
$8.4M +$425K +13,527 +4%
Barclays
38
Barclays
United Kingdom
$8.03M -$730K -23,199 -7%
AllianceBernstein
39
AllianceBernstein
Tennessee
$7.7M -$71.8M -2,281,507 -88%
UBS Group
40
UBS Group
Switzerland
$7.6M -$263K -8,368 -3%
Renaissance Technologies
41
Renaissance Technologies
New York
$7.44M -$6.32M -201,000 -41%
N
42
Nuveen
North Carolina
$7.04M -$3.59M -114,101 -29%
Balyasny Asset Management
43
Balyasny Asset Management
Illinois
$7.01M +$8.51M +270,408 +5,026%
CS
44
Candriam SCA
Luxembourg
$6.73M -$2.2M -70,000 -20%
Rafferty Asset Management
45
Rafferty Asset Management
New York
$6.67M -$312K -9,917 -4%
PFM
46
Privium Fund Management
Netherlands
$6.58M +$1.2M +38,021 +17%
PAM
47
Panagora Asset Management
Massachusetts
$6.36M +$144K +4,580 +2%
JJ
48
Johnson & Johnson
New Jersey
$6.29M
Neuberger Berman Group
49
Neuberger Berman Group
New York
$6.25M +$1.23M +39,147 +19%
Deutsche Bank
50
Deutsche Bank
Germany
$6.21M +$558K +17,751 +8%

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.