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Arrowhead Research

242 hedge funds and large institutions have $1.93B invested in Arrowhead Research in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 87 increasing their positions, 90 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more call options, than puts

Call options by funds: $26.5M | Put options by funds: $24.7M

0.52% more ownership

Funds ownership: 64.92%65.45% (+0.52%)

3% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 90

17% less funds holding

Funds holding: 291242 (-49)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

53% less capital invested

Capital invested by funds: $4.13B → $1.93B (-$2.2B)

57% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 81

Holders
242
Holders Change
-49
Holders Change %
-16.84%
% of All Funds
5.33%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
35
Increased
87
Reduced
90
Closed
81
Calls
$26.5M
Puts
$24.7M
Net Calls
+$1.8M
Net Calls Change
+$4.52M
Name Holding Trade Value Shares
Change
Change in
Stake
EW
201
Evoke Wealth
California
$64.2K -$24.2K -600 -21%
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$61K -$11K -272 -11%
MAM
203
Meeder Asset Management
Ohio
$48K -$50.7K -1,256 -42%
AA
204
Ancora Advisors
Ohio
$43K +$60.5K +1,500 New
CFG
205
Citizens Financial Group
Rhode Island
$43K +$60.5K +1,500 New
SFS
206
Sowell Financial Services
Arkansas
$37K +$6.7K +166 +15%
Canada Pension Plan Investment Board
207
Canada Pension Plan Investment Board
Ontario, Canada
$28K -$2.4M -59,630 -98%
FHA
208
First Horizon Advisors
Tennessee
$25K
Walleye Trading
209
Walleye Trading
New York
$23K +$24.9K +618 +361%
VNA
210
Valley National Advisers
Pennsylvania
$20K -$12.1K -300 -30%
GRP
211
Global Retirement Partners
California
$20K
SIS
212
Sound Income Strategies
Florida
$20K
Daiwa Securities Group
213
Daiwa Securities Group
Japan
$16K +$1.05K +26 +5%
SF
214
Synovus Financial
Georgia
$14K +$18.8K +467 New
EWM
215
Edge Wealth Management
New York
$14K +$20.2K +500 New
FGAM
216
Financial Gravity Asset Management
Texas
$13.3K -$2.06K -51 -10%
PCG
217
Private Capital Group
Connecticut
$11K -$202 -5 -1%
HDIM
218
Hanson & Doremus Investment Management
Vermont
$9K -$6.05K -150 -32%
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$9K +$2.74K +68 +29%
PFGIA
220
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$5K +124 New
AIM
221
Arcadia Investment Management
Michigan
$3K
GWMIA
222
Global Wealth Management Investment Advisory
Florida
$3K
SL
223
Savior LLC
Massachusetts
$3K
AF
224
Advisornet Financial
Minnesota
$3K +$4.03K +100 New
NFG
225
Next Financial Group
Texas
$2K -$85.9K -2,130 -97%

ARWR Hedge Fund Activity: Q1 2020 in Review

242 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Arrowhead Research (ARWR) for Q1 2020, worth a combined $1.93B — down 53% from $4.13B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of ARWR and 35 opened new positions — a net loss of 46 holders — while 90 trimmed existing stakes and 87 added.

The largest buyer was Fidelity Investments, adding an estimated $38.3M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $34.4M sold.

  • 242 institutional investors held Arrowhead Research (ARWR) as of Q1 2020, down from 291 in Q4 2019.
  • Funds reported $1.93B of Arrowhead Research stock for Q1 2020, down 53% quarter-over-quarter.
  • 35 funds opened new Arrowhead Research positions in Q1 2020 and 81 closed out, a net change of -46 holders.
  • The largest Arrowhead Research buyer in Q1 2020 was Fidelity Investments, an estimated $38.3M added.
  • The largest Arrowhead Research seller in Q1 2020 was 1832 Asset Management, an estimated $34.4M sold.

Based on aggregated 13F filings for Q1 2020.