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Arrowhead Research

262 hedge funds and large institutions have $2.94B invested in Arrowhead Research in 2020 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 79 increasing their positions, 97 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

64% more call options, than puts

Call options by funds: $51.9M | Put options by funds: $31.7M

60% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 25

5% more funds holding

Funds holding: 250262 (+12)

0.94% less ownership

Funds ownership: 67.69%66.75% (-0.94%)

1% less capital invested

Capital invested by funds: $2.98B → $2.94B (-$40.9M)

19% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 97

Holders
262
Holders Change
+12
Holders Change %
+4.8%
% of All Funds
5.29%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
40
Increased
79
Reduced
97
Closed
25
Calls
$51.9M
Puts
$31.7M
Net Calls
+$20.2M
Net Calls Change
-$869K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$541M -$17M -394,559 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$393M -$25.8M -598,481 -6%
State Street
3
State Street
Massachusetts
$196M -$15M -348,323 -7%
Invesco
4
Invesco
Georgia
$141M -$2.11M -48,941 -1%
JJIJ
5
Johnson & Johnson Innovation - JJDC
New Jersey
$140M
Fidelity Investments
6
Fidelity Investments
Massachusetts
$81.5M -$37.8M -876,424 -32%
Northern Trust
7
Northern Trust
Illinois
$68.7M -$3.86M -89,454 -5%
First Manhattan
8
First Manhattan
New York
$68M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$65.8M -$1.13M -26,228 -2%
JP Morgan Chase
10
JP Morgan Chase
New York
$63.7M +$45.2M +1,046,315 +249%
CS
11
Credit Suisse
Switzerland
$63.1M +$4.16M +96,475 +7%
Point72 Asset Management
12
Point72 Asset Management
Connecticut
$57.4M +$6.17M +143,092 +12%
Fiera Capital (Canada)
13
Fiera Capital (Canada)
Quebec, Canada
$53.7M -$1.8M -41,762 -3%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$49.9M +$9.95M +230,663 +25%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$45.7M -$1.54M -35,626 -3%
Charles Schwab
16
Charles Schwab
California
$39.4M +$7.99M +185,209 +25%
Goldman Sachs
17
Goldman Sachs
New York
$37.2M +$8.11M +187,834 +28%
Norges Bank
18
Norges Bank
Norway
$36.2M -$4.03M -93,387 -10%
EAM
19
Eagle Asset Management
Florida
$32.5M +$1.7M +39,486 +6%
N
20
Nuveen
North Carolina
$30.6M -$3.02M -69,875 -9%
VC
21
Vivo Capital
California
$24.8M
CTA
22
Carillon Tower Advisers
Florida
$23.2M +$1.08M +24,943 +5%
Ameriprise
23
Ameriprise
Minnesota
$23M +$4.2M +97,361 +22%
ACM
24
Aquilo Capital Management
California
$22.5M -$1.72M -39,876 -7%
Bank of America
25
Bank of America
North Carolina
$22.4M +$754K +17,461 +3%

ARWR Hedge Fund Activity: Q3 2020 in Review

262 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Arrowhead Research (ARWR) for Q3 2020, worth a combined $2.94B — down 1.4% from $2.98B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ARWR positions and 25 closed out — a net gain of 15 holders — while 79 added to existing stakes and 97 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $45.2M. The largest seller was Fidelity Investments, cutting an estimated $37.8M.

  • 262 institutional investors held Arrowhead Research (ARWR) as of Q3 2020, up from 250 in Q2 2020.
  • Funds reported $2.94B of Arrowhead Research stock for Q3 2020, down 1.4% quarter-over-quarter.
  • 40 funds opened new Arrowhead Research positions in Q3 2020 and 25 closed out, a net change of +15 holders.
  • The largest Arrowhead Research buyer in Q3 2020 was JP Morgan Chase, an estimated $45.2M added.
  • The largest Arrowhead Research seller in Q3 2020 was Fidelity Investments, an estimated $37.8M sold.

Based on aggregated 13F filings for Q3 2020.