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Arrowhead Research

250 hedge funds and large institutions have $2.98B invested in Arrowhead Research in 2020 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 94 increasing their positions, 76 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $56.7M | Put options by funds: $35.6M

54% more capital invested

Capital invested by funds: $1.93B → $2.98B (+$1.05B)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

27% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 33

24% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 76

3% more funds holding

Funds holding: 242250 (+8)

2.24% more ownership

Funds ownership: 65.45%67.69% (+2.2%)

Holders
250
Holders Change
+8
Holders Change %
+3.31%
% of All Funds
5.13%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
42
Increased
94
Reduced
76
Closed
33
Calls
$56.7M
Puts
$35.6M
Net Calls
+$21.1M
Net Calls Change
+$19.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
151
Wealth Architects
California
$652K
Public Employees Retirement Association of Colorado
152
Public Employees Retirement Association of Colorado
Colorado
$647K
VCWA
153
Vanguard Capital Wealth Advisors
Colorado
$602K +$492K +13,949 New
X
154
Xponance
Pennsylvania
$596K +$487K +13,797 New
BNP Paribas Financial Markets
155
BNP Paribas Financial Markets
France
$587K -$476K -13,477 -50%
FC
156
FORA Capital
Florida
$575K -$41.8K -1,184 -8%
Nomura Holdings
157
Nomura Holdings
Japan
$568K -$1.55M -43,800 -77%
LPL Financial
158
LPL Financial
California
$560K +$40.3K +1,143 +10%
MGIA
159
Moneta Group Investment Advisors
Missouri
$559K +$1.69K +48 +0.4%
OSAM
160
O'Shaughnessy Asset Management
Connecticut
$555K -$102K -2,897 -18%
CGH
161
Crossmark Global Holdings
Texas
$543K +$16.2K +460 +4%
Commonwealth Equity Services
162
Commonwealth Equity Services
Massachusetts
$516K +$10.7K +303 +3%
Allianz Asset Management
163
Allianz Asset Management
Germany
$489K +$25.8K +731 +7%
CIBC Private Wealth Group
164
CIBC Private Wealth Group
Georgia
$482K -$1.25M -35,521 -76%
ACM
165
Arlington Capital Management
Illinois
$480K -$46.8K -1,325 -11%
Zurich Cantonal Bank
166
Zurich Cantonal Bank
Switzerland
$477K +$99.4K +2,815 +34%
SEI Investments
167
SEI Investments
Pennsylvania
$464K +$379K +10,734 New
VEA
168
Virtus ETF Advisers
New York
$462K +$187K +5,304 +98%
SAM
169
Securian Asset Management
Minnesota
$444K
BFA
170
Beaumont Financial Advisors
Massachusetts
$434K +$1.76K +50 +0.5%
GT
171
Glenmede Trust
Pennsylvania
$432K -$23.6K -669 -6%
VW
172
Vantage Wealth
California
$391K -$18.9K -535 -6%
Creative Planning
173
Creative Planning
Kansas
$361K -$81.8K -2,318 -22%
LIA
174
LS Investment Advisors
Michigan
$358K +$8.12K +230 +3%
CSS
175
Cubist Systematic Strategies
Connecticut
$352K -$352K -9,964 -55%

ARWR Hedge Fund Activity: Q2 2020 in Review

250 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Arrowhead Research (ARWR) for Q2 2020, worth a combined $2.98B — up 54% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new ARWR positions and 33 closed out — a net gain of 9 holders — while 94 added to existing stakes and 76 trimmed.

The largest buyer was Point72 Asset Management, opening a new position worth an estimated $42M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $19.2M sold.

  • 250 institutional investors held Arrowhead Research (ARWR) as of Q2 2020, up from 242 in Q1 2020.
  • Funds reported $2.98B of Arrowhead Research stock for Q2 2020, up 54% quarter-over-quarter.
  • 42 funds opened new Arrowhead Research positions in Q2 2020 and 33 closed out, a net change of +9 holders.
  • The largest Arrowhead Research buyer in Q2 2020 was Point72 Asset Management, an estimated $42M added.
  • The largest Arrowhead Research seller in Q2 2020 was Renaissance Technologies, an estimated $19.2M sold.

Based on aggregated 13F filings for Q2 2020.