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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
PAM
51
Panagora Asset Management
Massachusetts
$5.56M -$1.43M -46,529 -18%
AIG
52
American International Group
New York
$5.39M -$276K -9,013 -4%
Barclays
53
Barclays
United Kingdom
$5.31M -$4.88M -159,158 -45%
VOYA Investment Management
54
VOYA Investment Management
Georgia
$5.05M -$1.29M -42,022 -18%
Schroder Investment Management Group
55
Schroder Investment Management Group
United Kingdom
$4.95M +$73.6K +2,404 +1%
WE
56
Wealth Effects
Massachusetts
$4.43M +$21.4K +700 +0.4%
Citigroup
57
Citigroup
New York
$4.35M +$1.82M +59,279 +58%
Hudson Bay Capital Management
58
Hudson Bay Capital Management
Connecticut
$4.3M +$1.46M +47,500 +42%
Nordea Investment Management
59
Nordea Investment Management
Sweden
$4.3M -$2.48K -81 -0.1%
SAM
60
Sectoral Asset Management
Quebec, Canada
$4.23M +$418K +13,630 +9%
BAMCO Inc
61
BAMCO Inc
New York
$4.21M +$5.33K +174 +0.1%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$4.14M
WCM Investment Management
63
WCM Investment Management
California
$4.07M +$18.5K +603 +0.4%
Two Sigma Advisers
64
Two Sigma Advisers
New York
$3.84M +$2.79M +91,000 +175%
Citadel Advisors
65
Citadel Advisors
Florida
$3.74M -$13.9M -454,761 -77%
VC
66
Vivo Capital
California
$3.69M
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$3.65M -$9.19K -300 -0.2%
BPC
68
Banque Pictet & Cie
Switzerland
$3.54M -$191K -6,229 -5%
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.49M +$369K +12,054 +10%
Neuberger Berman Group
70
Neuberger Berman Group
New York
$3.47M -$2.91M -94,852 -42%
SG Americas Securities
71
SG Americas Securities
New York
$3.45M +$3.07M +100,234 +355%
KCM
72
Kornitzer Capital Management
Kansas
$3.4M
Jane Street
73
Jane Street
New York
$3.33M +$811K +26,473 +27%
JF
74
Jump Financial
Illinois
$3.07M +$2.66M +86,807 +314%
MIM
75
MetLife Investment Management
New Jersey
$3.06M -$80.9K -2,641 -2%

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.