We are live on ! Find out more
ARWR icon

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
William Blair & Company
176
William Blair & Company
Illinois
$501K -$15.5K -450 -3%
Group One Trading
177
Group One Trading
Illinois
$489K +$208K +6,043 +79%
SOADOR
178
State of Alaska Department of Revenue
Alaska
$472K -$57.6K -1,671 -11%
SEC
179
Seven Eight Capital
New York
$453K -$947K -27,466 -68%
EFM
180
E Fund Management
China
$451K -$70.1K -2,033 -14%
Prudential Financial
181
Prudential Financial
New Jersey
$438K -$1.52K -44 -0.4%
WA
182
Wealth Architects
California
$435K -$103K -3,000 -20%
PAG
183
Private Advisor Group
New Jersey
$420K -$448 -13 -0.1%
PAMS
184
Pictet Asset Management (Switzerland)
Switzerland
$416K -$23.1K -671 -5%
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
$396K -$280K -8,126 -43%
LCAM
186
London & Capital Asset Management
United Kingdom
$382K -$79.3K -2,300 -18%
DA
187
Duality Advisers
Florida
$381K -$345K -10,020 -48%
BFA
188
Beaumont Financial Advisors
Massachusetts
$379K +$1.34K +39 +0.4%
Federated Hermes
189
Federated Hermes
Pennsylvania
$378K +$36.4K +1,055 +11%
NSEDCP
190
NJ State Employees Deferred Compensation Plan
New Jersey
$374K
Envestnet Asset Management
191
Envestnet Asset Management
Illinois
$374K +$361K +10,479 New
AIM
192
Aigen Investment Management
New York
$357K +$345K +10,020 New
Verition Fund Management
193
Verition Fund Management
Connecticut
$354K +$342K +9,932 New
DU
194
Delphia (USA)
Ontario, Canada
$346K -$7.76K -225 -2%
SWP
195
Stratos Wealth Partners
Ohio
$344K +$6.72K +195 +2%
CGH
196
Crossmark Global Holdings
Texas
$343K -$12.9K -375 -4%
SAM
197
Securian Asset Management
Minnesota
$340K -$11.8K -341 -3%
KFGK
198
Keystone Financial Group (Kentucky)
Kentucky
$339K +$328K +9,500 New
BPCE
199
Bank Pictet & Cie (Europe)
Germany
$321K -$16.5K -478 -5%
VF
200
Virtu Financial
New York
$320K +$310K +8,984 New

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.