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Arrowhead Research

291 hedge funds and large institutions have $4.13B invested in Arrowhead Research in 2019 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 82 increasing their positions, 89 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

481% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 16

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

122% more capital invested

Capital invested by funds: $1.86B → $4.13B (+$2.27B)

32% more funds holding

Funds holding: 221291 (+70)

3% less call options, than puts

Call options by funds: $90.9M | Put options by funds: $93.7M

8% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 89

4.1% less ownership

Funds ownership: 69.02%64.92% (-4.1%)

Holders
291
Holders Change
+70
Holders Change %
+31.67%
% of All Funds
5.73%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
93
Increased
82
Reduced
89
Closed
16
Calls
$90.9M
Puts
$93.7M
Net Calls
-$2.72M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$784M -$132M -2,659,692 -18%
Vanguard Group
2
Vanguard Group
Pennsylvania
$621M -$52M -1,047,064 -10%
State Street
3
State Street
Massachusetts
$262M -$37.7M -760,166 -16%
Invesco
4
Invesco
Georgia
$209M -$78.2M -1,575,279 -32%
JJIJ
5
Johnson & Johnson Innovation - JJDC
New Jersey
$207M +$162M +3,260,869 New
First Manhattan
6
First Manhattan
New York
$131M -$47.4M -954,305 -32%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$119M +$26.1M +526,552 +39%
Northern Trust
8
Northern Trust
Illinois
$98.5M +$13.3M +268,371 +21%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$90.9M +$5.74M +115,576 +9%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$86.6M -$5.17M -104,250 -7%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$67.4M -$1.71M -34,558 -3%
Norges Bank
12
Norges Bank
Norway
$66.2M +$27.7M +557,512 +115%
Goldman Sachs
13
Goldman Sachs
New York
$55.6M -$7.02M -141,376 -14%
Renaissance Technologies
14
Renaissance Technologies
New York
$45.8M +$3.21M +64,700 +10%
EAM
15
Eagle Asset Management
Florida
$44.7M +$34.9M +704,064 New
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$44M -$2.15M -43,341 -6%
Charles Schwab
17
Charles Schwab
California
$39.9M +$1.23M +24,699 +4%
JP Morgan Chase
18
JP Morgan Chase
New York
$36.3M +$4.6M +92,606 +19%
1832 Asset Management
19
1832 Asset Management
Ontario, Canada
$34.4M -$3.43M -69,160 -11%
CTA
20
Carillon Tower Advisers
Florida
$32.6M +$25.5M +513,553 New
Principal Financial Group
21
Principal Financial Group
Iowa
$32.3M -$15.6M -314,425 -38%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$29.9M +$23.4M +470,679 New
ACP
23
Acuta Capital Partners
California
$28.1M +$2.73M +55,000 +14%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$27.5M +$18.5M +373,124 +617%
Morgan Stanley
25
Morgan Stanley
New York
$26.7M -$11.3M -227,799 -35%

ARWR Hedge Fund Activity: Q4 2019 in Review

291 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Arrowhead Research (ARWR) for Q4 2019, worth a combined $4.13B — up 122% from $1.86B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new ARWR positions and 16 closed out — a net gain of 77 holders — while 82 added to existing stakes and 89 trimmed.

The largest buyer was Eagle Asset Management, opening a new position worth an estimated $34.9M. The largest seller was BlackRock, cutting an estimated $132M.

  • 291 institutional investors held Arrowhead Research (ARWR) as of Q4 2019, up from 221 in Q3 2019.
  • Funds reported $4.13B of Arrowhead Research stock for Q4 2019, up 122% quarter-over-quarter.
  • 93 funds opened new Arrowhead Research positions in Q4 2019 and 16 closed out, a net change of +77 holders.
  • The largest Arrowhead Research buyer in Q4 2019 was Eagle Asset Management, an estimated $34.9M added.
  • The largest Arrowhead Research seller in Q4 2019 was BlackRock, an estimated $132M sold.

Based on aggregated 13F filings for Q4 2019.