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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
Pictet Asset Management
176
Pictet Asset Management
Switzerland
$313K +$357K +11,656 New
SEI Investments
177
SEI Investments
Pennsylvania
$301K -$151K -4,927 -31%
Man Group
178
Man Group
United Kingdom
$291K
LCAM
179
London & Capital Asset Management
United Kingdom
$288K
BFA
180
Beaumont Financial Advisors
Massachusetts
$285K
NSEDCP
181
NJ State Employees Deferred Compensation Plan
New Jersey
$282K
OSAM
182
O'Shaughnessy Asset Management
Connecticut
$257K +$293K +9,558 New
MF
183
Magnetar Financial
Illinois
$256K +$292K +9,538 New
SAM
184
Securian Asset Management
Minnesota
$244K -$13.6K -444 -5%
Federated Hermes
185
Federated Hermes
Pennsylvania
$243K -$47.3K -1,543 -15%
BC
186
Bridgefront Capital
Texas
$242K +$276K +9,005 New
CWM
187
CMH Wealth Management
New Hampshire
$242K +$276K +8,999 New
Pacer Advisors
188
Pacer Advisors
Pennsylvania
$241K -$436K -14,223 -61%
BPCE
189
Bank Pictet & Cie (Europe)
Germany
$239K -$3.83K -125 -1%
EWA
190
EP Wealth Advisors
California
$228K +$233K +7,607 +852%
Envestnet Asset Management
191
Envestnet Asset Management
Illinois
$227K -$62.4K -2,037 -19%
SWP
192
Stratos Wealth Partners
Ohio
$215K -$49.8K -1,625 -17%
KFGK
193
Keystone Financial Group (Kentucky)
Kentucky
$215K -$46K -1,500 -16%
ICG
194
InterOcean Capital Group
Tennessee
$215K
ORC
195
O'Rourke & Company
Massachusetts
$211K -$29.4K -961 -11%
Wealth Enhancement Advisory Services
196
Wealth Enhancement Advisory Services
Minnesota
$209K +$238K +7,771 New
Mitsubishi UFJ Asset Management
197
Mitsubishi UFJ Asset Management
Japan
$209K +$6.43K +210 +3%
IFG
198
Independent Financial Group
California
$202K +$6.13K +200 +3%
CGH
199
Crossmark Global Holdings
Texas
$200K -$60K -1,960 -20%
NC
200
NinePointTwo Capital
California
$200K

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.