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Arrowhead Research

289 hedge funds and large institutions have $4.53B invested in Arrowhead Research in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 84 increasing their positions, 124 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $59M | Put options by funds: $26.1M

1.54% less ownership

Funds ownership: 67.61%66.08% (-1.5%)

6% less funds holding

Funds holding: 309289 (-20)

15% less capital invested

Capital invested by funds: $5.32B → $4.53B (-$784M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

32% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 124

34% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 47

Holders
289
Holders Change
-20
Holders Change %
-6.47%
% of All Funds
5.07%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
31
Increased
84
Reduced
124
Closed
47
Calls
$59M
Puts
$26.1M
Net Calls
+$32.9M
Net Calls Change
-$35.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$855M +$26.2M +338,095 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$637M +$24.8M +319,586 +3%
State Street
3
State Street
Massachusetts
$248M -$15.4M -197,895 -5%
Invesco
4
Invesco
Georgia
$225M +$10.2M +132,044 +4%
JJIJ
5
Johnson & Johnson Innovation - JJDC
New Jersey
$216M
JP Morgan Chase
6
JP Morgan Chase
New York
$171M +$12.7M +163,291 +7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$116M +$11.5M +148,237 +9%
Northern Trust
8
Northern Trust
Illinois
$103M -$959K -12,357 -0.8%
CS
9
Credit Suisse
Switzerland
$98.8M -$1.88M -24,231 -2%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$87M -$8.37M -107,825 -8%
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$82.7M -$2.14M -27,525 -2%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$75.6M -$398K -5,130 -0.4%
First Manhattan
13
First Manhattan
New York
$75.1M -$9.09M -117,123 -9%
AllianceBernstein
14
AllianceBernstein
Tennessee
$70.7M +$59M +760,005 +248%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$67.3M -$1.66M -21,435 -2%
Charles Schwab
16
Charles Schwab
California
$63.7M +$2.55M +32,852 +4%
BAMCO Inc
17
BAMCO Inc
New York
$61.3M +$20.2M +259,793 +39%
Goldman Sachs
18
Goldman Sachs
New York
$60.3M -$15.1M -194,186 -18%
WFC
19
Western Financial Corp
California
$54.4M -$6.36K -82 -0%
Norges Bank
20
Norges Bank
Norway
$47.5M -$11M -142,168 -17%
EAM
21
Eagle Asset Management
Florida
$40M -$5.83M -75,186 -11%
Bank of America
22
Bank of America
North Carolina
$39.8M +$5.11M +65,846 +12%
FLAM
23
First Light Asset Management
Minnesota
$35.6M -$13M -167,613 -24%
N
24
Nuveen
North Carolina
$35.2M -$14M -180,190 -25%
Principal Financial Group
25
Principal Financial Group
Iowa
$34.3M +$13.4M +173,082 +50%

ARWR Hedge Fund Activity: Q1 2021 in Review

289 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Arrowhead Research (ARWR) for Q1 2021, worth a combined $4.53B — down 15% from $5.32B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of ARWR and 31 opened new positions — a net loss of 16 holders — while 124 trimmed existing stakes and 84 added.

The largest buyer was AllianceBernstein, adding an estimated $59M. The largest seller was Perceptive Advisors, cutting an estimated $51.3M.

  • 289 institutional investors held Arrowhead Research (ARWR) as of Q1 2021, down from 309 in Q4 2020.
  • Funds reported $4.53B of Arrowhead Research stock for Q1 2021, down 15% quarter-over-quarter.
  • 31 funds opened new Arrowhead Research positions in Q1 2021 and 47 closed out, a net change of -16 holders.
  • The largest Arrowhead Research buyer in Q1 2021 was AllianceBernstein, an estimated $59M added.
  • The largest Arrowhead Research seller in Q1 2021 was Perceptive Advisors, an estimated $51.3M sold.

Based on aggregated 13F filings for Q1 2021.