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Arrowhead Research

274 hedge funds and large institutions have $2.57B invested in Arrowhead Research in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 75 increasing their positions, 108 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 27

39% more capital invested

Capital invested by funds: $1.85B → $2.57B (+$721M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

21% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $12.5M

7% more funds holding

Funds holding: 256274 (+18)

0.28% more ownership

Funds ownership: 67.4%67.68% (+0.28%)

31% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 108

Holders
274
Holders Change
+18
Holders Change %
+7.03%
% of All Funds
4.3%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
47
Increased
75
Reduced
108
Closed
27
Calls
$15.2M
Puts
$12.5M
Net Calls
+$2.69M
Net Calls Change
-$266K
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
151
Raymond James Financial Services Advisors
Florida
$786K +$190K +5,510 +33%
EGM
152
Engineers Gate Manager
New York
$765K -$1.35M -39,114 -65%
BG
153
Bellevue Group
Switzerland
$738K -$20.7K -600 -3%
CIA
154
Capital Impact Advisors
Massachusetts
$737K +$181K +5,252 +34%
Handelsbanken Fonder
155
Handelsbanken Fonder
Sweden
$717K +$107K +3,100 +18%
Edgewood Management
156
Edgewood Management
Connecticut
$713K +$34.5K +1,000 +5%
RJA
157
Raymond James & Associates
Florida
$684K -$47.1K -1,367 -7%
Zurich Cantonal Bank
158
Zurich Cantonal Bank
Switzerland
$682K +$47.5K +1,379 +8%
CC
159
Corton Capital
Ontario, Canada
$671K +$226K +6,567 +54%
PVI
160
Pine Valley Investments
New Jersey
$663K +$345 +10 +0.1%
Franklin Resources
161
Franklin Resources
California
$656K +$634K +18,395 New
Creative Planning
162
Creative Planning
Kansas
$645K +$128K +3,712 +26%
TRSOTSOK
163
Teachers Retirement System of the State of Kentucky
Kentucky
$619K +$60.2K +1,745 +11%
HCA
164
Harbor Capital Advisors
Illinois
$615K +$54.9K +1,593 +10%
LPL Financial
165
LPL Financial
California
$593K +$68.6K +1,990 +14%
SEI Investments
166
SEI Investments
Pennsylvania
$575K +$556K +16,121 New
DT
167
Diversified Trust
Tennessee
$565K +$345 +10 +0.1%
CM
168
Capula Management
Cayman Islands
$555K +$536K +15,560 New
H
169
HoyleCohen
California
$555K
Lido Advisors
170
Lido Advisors
California
$552K +$533K +15,470 New
X
171
Xponance
Pennsylvania
$548K -$41.5K -1,203 -7%
Los Angeles Capital Management
172
Los Angeles Capital Management
California
$535K +$224K +6,490 +76%
Public Employees Retirement Association of Colorado
173
Public Employees Retirement Association of Colorado
Colorado
$534K
WIA
174
World Investment Advisors
California
$534K -$175K -5,089 -25%
DI
175
DDFG Inc
California
$525K

ARWR Hedge Fund Activity: Q2 2023 in Review

274 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Arrowhead Research (ARWR) for Q2 2023, worth a combined $2.57B — up 39% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ARWR positions and 27 closed out — a net gain of 20 holders — while 75 added to existing stakes and 108 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $46.6M. The largest seller was Avidity Partners Management, cutting an estimated $28.1M.

  • 274 institutional investors held Arrowhead Research (ARWR) as of Q2 2023, up from 256 in Q1 2023.
  • Funds reported $2.57B of Arrowhead Research stock for Q2 2023, up 39% quarter-over-quarter.
  • 47 funds opened new Arrowhead Research positions in Q2 2023 and 27 closed out, a net change of +20 holders.
  • The largest Arrowhead Research buyer in Q2 2023 was Fidelity Investments, an estimated $46.6M added.
  • The largest Arrowhead Research seller in Q2 2023 was Avidity Partners Management, an estimated $28.1M sold.

Based on aggregated 13F filings for Q2 2023.