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Arrowhead Research

88 hedge funds and large institutions have $212M invested in Arrowhead Research in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 26

12% less funds holding

Funds holding: 10088 (-12)

18% less capital invested

Capital invested by funds: $259M → $212M (-$47.6M)

24% less call options, than puts

Call options by funds: $5.37M | Put options by funds: $7.05M

48% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 25

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
88
Holders Change
-12
Holders Change %
-12%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
13
Increased
32
Reduced
26
Closed
25
Calls
$5.37M
Puts
$7.05M
Net Calls
-$1.69M
Net Calls Change
+$948K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$22.1M -$1.4M -197,293 -6%
O
2
OppenheimerFunds
New York
$20.3M
BM
3
Bridger Management
New York
$20.1M +$4.41M +621,305 +26%
RI
4
RTW Investments
New York
$16.3M -$1.42M -200,000 -8%
Millennium Management
5
Millennium Management
New York
$14.9M +$9.49M +1,337,982 +154%
QF
6
QVT Financial
New York
$14.2M -$11.9M -1,677,972 -44%
Vanguard Group
7
Vanguard Group
Pennsylvania
$12.3M +$774K +109,109 +6%
BIT
8
BlackRock Institutional Trust
California
$11.4M -$5.24K -739 -0%
BFA
9
BlackRock Fund Advisors
California
$10.4M +$141K +19,877 +1%
BBA
10
Baker Bros. Advisors
New York
$8.73M +$421K +59,385 +5%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$8.29M -$4.88M -687,738 -36%
AIC
12
AWM Investment Company
New York
$7.12M +$7.07M +996,623 +1,767%
State Street
13
State Street
Massachusetts
$5.92M +$135K +18,962 +2%
Northern Trust
14
Northern Trust
Illinois
$4.11M +$183K +25,778 +4%
Ameriprise
15
Ameriprise
Minnesota
$3.95M -$1.23M -172,851 -23%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$3.5M +$644K +90,724 +21%
TCIM
17
TIAA CREF Investment Management
New York
$2.39M +$453K +63,779 +22%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.26M +$508K +71,614 +27%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$2.04M
Geode Capital Management
20
Geode Capital Management
Massachusetts
$2M +$124K +17,498 +6%
TA
21
Teachers Advisors
New York
$1.79M +$51.5K +7,252 +3%
Deutsche Bank
22
Deutsche Bank
Germany
$1.36M -$193K -27,163 -12%
TI
23
Telemetry Investments
New York
$1.19M +$816K +115,000 +187%
BIM
24
BlackRock Investment Management
Delaware
$1.08M +$20K +2,818 +2%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$1.03M -$1.2M -169,528 -53%

ARWR Hedge Fund Activity: Q1 2015 in Review

88 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Arrowhead Research (ARWR) for Q1 2015, worth a combined $212M — down 18% from $259M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of ARWR and 13 opened new positions — a net loss of 12 holders — while 26 trimmed existing stakes and 32 added.

The largest buyer was Millennium Management, adding an estimated $9.49M. The largest seller was QVT Financial, cutting an estimated $11.9M.

  • 88 institutional investors held Arrowhead Research (ARWR) as of Q1 2015, down from 100 in Q4 2014.
  • Funds reported $212M of Arrowhead Research stock for Q1 2015, down 18% quarter-over-quarter.
  • 13 funds opened new Arrowhead Research positions in Q1 2015 and 25 closed out, a net change of -12 holders.
  • The largest Arrowhead Research buyer in Q1 2015 was Millennium Management, an estimated $9.49M added.
  • The largest Arrowhead Research seller in Q1 2015 was QVT Financial, an estimated $11.9M sold.

Based on aggregated 13F filings for Q1 2015.