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Arrowhead Research

272 hedge funds and large institutions have $2.54B invested in Arrowhead Research in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 98 increasing their positions, 86 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $35.5M | Put options by funds: $19M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

14% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 86

0.61% more ownership

Funds ownership: 78.08%78.69% (+0.61%)

0% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 34

1% less funds holding

Funds holding: 274272 (-2)

8% less capital invested

Capital invested by funds: $2.77B → $2.54B (-$226M)

Holders
272
Holders Change
-2
Holders Change %
-0.73%
% of All Funds
3.93%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
34
Increased
98
Reduced
86
Closed
34
Calls
$35.5M
Puts
$19M
Net Calls
+$16.6M
Net Calls Change
+$899K
Name Holding Trade Value Shares
Change
Change in
Stake
VPIM
176
Vanguard Personalized Indexing Management
California
$331K +$59.1K +2,405 +23%
Prudential Financial
177
Prudential Financial
New Jersey
$326K +$16.4K +667 +6%
WA
178
Wealth Architects
California
$315K
Fisher Asset Management
179
Fisher Asset Management
Washington
$305K +$289K +11,744 New
Mitsubishi UFJ Asset Management
180
Mitsubishi UFJ Asset Management
Japan
$305K +$83K +3,377 +40%
PAG
181
Private Advisor Group
New Jersey
$296K +$614 +25 +0.2%
IFG
182
Independent Financial Group
California
$285K +$63.9K +2,600 +31%
LCAM
183
London & Capital Asset Management
United Kingdom
$278K
NSEDCP
184
NJ State Employees Deferred Compensation Plan
New Jersey
$273K
BFA
185
Beaumont Financial Advisors
Massachusetts
$264K
RJA
186
Raymond James & Associates
Florida
$261K +$11.1K +450 +5%
SEI Investments
187
SEI Investments
Pennsylvania
$258K -$21.3K -866 -8%
SAM
188
Securian Asset Management
Minnesota
$257K -$4.79K -195 -2%
OSAM
189
O'Shaughnessy Asset Management
Connecticut
$246K -$6.66K -271 -3%
SG Americas Securities
190
SG Americas Securities
New York
$244K +$49.5K +2,014 +27%
EFM
191
E Fund Management
China
$231K -$99.7K -4,056 -31%
EWA
192
EP Wealth Advisors
California
$230K +$614 +25 +0.3%
QL
193
Quarry LP
New York
$221K +$73.7K +3,000 +55%
Wealth Enhancement Advisory Services
194
Wealth Enhancement Advisory Services
Minnesota
$210K -$11.4K -462 -5%
KFGK
195
Keystone Financial Group (Kentucky)
Kentucky
$208K
RJFSA
196
Raymond James Financial Services Advisors
Florida
$205K -$101K -4,126 -34%
CGH
197
Crossmark Global Holdings
Texas
$204K -$12.9K -523 -6%
SRL
198
Scientech Research LLC
New Jersey
$204K -$182K -7,388 -49%
SAM
199
Sectoral Asset Management
Quebec, Canada
$195K -$3.93K -160 -2%
Federated Hermes
200
Federated Hermes
Pennsylvania
$187K -$185K -7,537 -51%

ARWR Hedge Fund Activity: Q2 2024 in Review

272 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Arrowhead Research (ARWR) for Q2 2024, worth a combined $2.54B — down 8.2% from $2.77B a quarter earlier.

Fund positioning in ARWR was balanced in Q2 2024: 34 funds opened new positions, 34 closed out, 98 added to existing stakes and 86 trimmed.

The largest buyer was UBS AM, adding an estimated $33.3M. The largest seller was OrbiMed, exiting entirely with an estimated $21.2M sold.

  • 272 institutional investors held Arrowhead Research (ARWR) as of Q2 2024, down from 274 in Q1 2024.
  • Funds reported $2.54B of Arrowhead Research stock for Q2 2024, down 8.2% quarter-over-quarter.
  • 34 funds opened new Arrowhead Research positions in Q2 2024 and 34 closed out, a net change of 0 holders.
  • The largest Arrowhead Research buyer in Q2 2024 was UBS AM, an estimated $33.3M added.
  • The largest Arrowhead Research seller in Q2 2024 was OrbiMed, an estimated $21.2M sold.

Based on aggregated 13F filings for Q2 2024.