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Arrowhead Research

221 hedge funds and large institutions have $1.86B invested in Arrowhead Research in 2019 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 88 increasing their positions, 63 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 63

28% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 32

4% more funds holding

Funds holding: 212221 (+9)

2% more capital invested

Capital invested by funds: $1.82B → $1.86B (+$41.8M)

3.02% less ownership

Funds ownership: 72.05%69.02% (-3%)

40% less call options, than puts

Call options by funds: $20.2M | Put options by funds: $33.7M

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
221
Holders Change
+9
Holders Change %
+4.25%
% of All Funds
4.85%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
41
Increased
88
Reduced
63
Closed
32
Calls
$20.2M
Puts
$33.7M
Net Calls
-$13.5M
Net Calls Change
-$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AT
176
Arden Trust
Delaware
$201K +$211K +7,145 New
SWP
177
Stratos Wealth Partners
Ohio
$200K +$210K +7,100 New
LIA
178
LS Investment Advisors
Michigan
$171K
SAM
179
Shell Asset Management
Netherlands
$163K -$1.48K -50 -0.9%
Zurich Cantonal Bank
180
Zurich Cantonal Bank
Switzerland
$161K +$15.7K +531 +10%
JG
181
Jefferies Group
New York
$160K +$150K +5,073 +822%
MAM
182
Meeder Asset Management
Ohio
$157K -$89.1K -3,011 -35%
TWA
183
TCI Wealth Advisors
Arizona
$146K -$2.96K -100 -2%
US Bancorp
184
US Bancorp
Minnesota
$136K +$6.57K +222 +5%
EW
185
Evoke Wealth
California
$116K +$122K +4,133 New
AG
186
Advisor Group
Arizona
$116K -$165K -5,569 -58%
FPS
187
Fieldpoint Private Securities
Connecticut
$116K -$10.4K -353 -8%
MOACM
188
Mutual of America Capital Management
New York
$99K +$3.25K +110 +3%
GWM
189
Geneos Wealth Management
Colorado
$97K +$53.2K +1,798 +98%
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$95K +$16.8K +568 +20%
SGAM
191
Smith Group Asset Management
Texas
$95K +$99.4K +3,360 New
LTFS
192
Ladenburg Thalmann Financial Services
Florida
$70K +$11.8K +400 +19%
SWA
193
Sutton Wealth Advisors
Florida
$45.6K
LC
194
Lindbrook Capital
California
$42K
FQ
195
First Quadrant
California
$40K -$10.8K -364 -20%
Nisa Investment Advisors
196
Nisa Investment Advisors
Missouri
$29K +$14.8K +500 +96%
VNA
197
Valley National Advisers
Pennsylvania
$28K +$29.6K +1,000 New
FHA
198
First Horizon Advisors
Tennessee
$24K
SIS
199
Sound Income Strategies
Florida
$19K -$18.3K -619 -48%
Daiwa Securities Group
200
Daiwa Securities Group
Japan
$17K

ARWR Hedge Fund Activity: Q3 2019 in Review

221 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Arrowhead Research (ARWR) for Q3 2019, worth a combined $1.86B — up 2.3% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new ARWR positions and 32 closed out — a net gain of 9 holders — while 88 added to existing stakes and 63 trimmed.

The largest buyer was Vanguard Group, adding an estimated $65.3M. The largest seller was Vivo Capital, exiting entirely with an estimated $73.3M sold.

  • 221 institutional investors held Arrowhead Research (ARWR) as of Q3 2019, up from 212 in Q2 2019.
  • Funds reported $1.86B of Arrowhead Research stock for Q3 2019, up 2.3% quarter-over-quarter.
  • 41 funds opened new Arrowhead Research positions in Q3 2019 and 32 closed out, a net change of +9 holders.
  • The largest Arrowhead Research buyer in Q3 2019 was Vanguard Group, an estimated $65.3M added.
  • The largest Arrowhead Research seller in Q3 2019 was Vivo Capital, an estimated $73.3M sold.

Based on aggregated 13F filings for Q3 2019.