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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
ORC
201
O'Rourke & Company
Massachusetts
$315K -$5.52K -160 -2%
TRCT
202
Tower Research Capital (TRC)
New York
$315K +$80K +2,320 +36%
FRM
203
Fox Run Management
Connecticut
$314K +$303K +8,792 New
EWA
204
EP Wealth Advisors
California
$307K -$262K -7,607 -89%
ICG
205
InterOcean Capital Group
Tennessee
$285K
VPIM
206
Vanguard Personalized Indexing Management
California
$278K +$269K +7,796 New
Mitsubishi UFJ Asset Management
207
Mitsubishi UFJ Asset Management
Japan
$269K -$37.4K -1,085 -13%
NC
208
NinePointTwo Capital
California
$265K -$112K -3,251 -30%
IFG
209
Independent Financial Group
California
$260K +$252K +7,300 New
Allspring Global Investments
210
Allspring Global Investments
North Carolina
$255K -$23.7K -686 -9%
GT
211
Glenmede Trust
Pennsylvania
$255K
XT
212
XTX Topco
Cayman Islands
$240K +$232K +6,724 New
AFO
213
Arrowroot Family Office
California
$232K +$224K +6,500 New
Koshinski Asset Management
214
Koshinski Asset Management
Illinois
$232K +$224K +6,500 New
Mackenzie Financial
215
Mackenzie Financial
Ontario, Canada
$226K +$221K +6,419 New
VCWA
216
Vanguard Capital Wealth Advisors
Colorado
$219K +$212K +6,135 New
GAM
217
Gotham Asset Management
New York
$214K +$207K +5,993 New
TCM
218
Teza Capital Management
Illinois
$212K +$205K +5,938 New
CC
219
Centiva Capital
New York
$207K +$200K +5,807 New
FCM
220
Farallon Capital Management
California
$207K +$200K +5,800 New
MWM
221
MBE Wealth Management
Wisconsin
$206K +$199K +5,775 New
MLICM
222
Metropolitan Life Insurance Company (MetLife)
New York
$204K
IWC
223
Integrated Wealth Concepts
Massachusetts
$200K +$194K +5,619 New
AG
224
Artal Group
Luxembourg
$194K -$715K -20,733 -79%
VIA
225
Virtus Investment Advisers
Connecticut
$194K

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.