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Arrowhead Research

94 hedge funds and large institutions have $194M invested in Arrowhead Research in 2015 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

17% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 24

7% more funds holding

Funds holding: 8894 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less call options, than puts

Call options by funds: $3.6M | Put options by funds: $3.88M

9% less capital invested

Capital invested by funds: $212M → $194M (-$18.2M)

Holders
94
Holders Change
+6
Holders Change %
+6.82%
% of All Funds
2.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
28
Reduced
24
Closed
14
Calls
$3.6M
Puts
$3.88M
Net Calls
-$287K
Net Calls Change
+$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
O
1
OppenheimerFunds
New York
$21.4M
RI
2
RTW Investments
New York
$18.3M +$1.03M +150,000 +6%
Millennium Management
3
Millennium Management
New York
$15.3M -$476K -69,326 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$14.6M +$1.52M +221,034 +12%
BIT
5
BlackRock Institutional Trust
California
$11.9M -$232K -33,759 -2%
JP Morgan Chase
6
JP Morgan Chase
New York
$11.5M -$11.4M -1,657,378 -51%
QF
7
QVT Financial
New York
$11.4M -$3.44M -500,128 -24%
BFA
8
BlackRock Fund Advisors
California
$10.8M -$164K -23,872 -2%
AIC
9
AWM Investment Company
New York
$7.53M
BBA
10
Baker Bros. Advisors
New York
$7.22M -$1.93M -280,678 -22%
State Street
11
State Street
Massachusetts
$6.28M +$21.7K +3,153 +0.4%
Ameriprise
12
Ameriprise
Minnesota
$6.06M +$1.81M +263,532 +45%
EAM
13
EverPoint Asset Management
Connecticut
$5.72M +$5.5M +800,000 New
CA
14
Commerzbank Aktiengesellschaft
Germany
$4.66M +$4.48M +651,550 New
Northern Trust
15
Northern Trust
Illinois
$4.27M -$69.6K -10,132 -2%
SFM
16
Sphera Funds Management
Israel
$3.4M +$3.26M +475,000 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$3.36M -$318K -46,342 -9%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$2.6M +$462K +67,217 +23%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2.17M -$213K -31,064 -9%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$2.15M
TCIM
21
TIAA CREF Investment Management
New York
$1.96M -$549K -79,856 -23%
TA
22
Teachers Advisors
New York
$1.96M +$60.7K +8,840 +3%
BIM
23
BlackRock Investment Management
Delaware
$1.56M +$405K +58,940 +37%
Deutsche Bank
24
Deutsche Bank
Germany
$1.47M +$35.8K +5,216 +3%
TI
25
Telemetry Investments
New York
$1.43M +$161K +23,500 +13%

ARWR Hedge Fund Activity: Q2 2015 in Review

94 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Arrowhead Research (ARWR) for Q2 2015, worth a combined $194M — down 8.6% from $212M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ARWR positions and 14 closed out — a net gain of 6 holders — while 28 added to existing stakes and 24 trimmed.

The largest buyer was EverPoint Asset Management, opening a new position worth an estimated $5.5M. The largest seller was Bridger Management, exiting entirely with an estimated $20.1M sold.

  • 94 institutional investors held Arrowhead Research (ARWR) as of Q2 2015, up from 88 in Q1 2015.
  • Funds reported $194M of Arrowhead Research stock for Q2 2015, down 8.6% quarter-over-quarter.
  • 20 funds opened new Arrowhead Research positions in Q2 2015 and 14 closed out, a net change of +6 holders.
  • The largest Arrowhead Research buyer in Q2 2015 was EverPoint Asset Management, an estimated $5.5M added.
  • The largest Arrowhead Research seller in Q2 2015 was Bridger Management, an estimated $20.1M sold.

Based on aggregated 13F filings for Q2 2015.