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Arrowhead Research

256 hedge funds and large institutions have $1.85B invested in Arrowhead Research in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 83 increasing their positions, 93 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $7.17M

1.7% less ownership

Funds ownership: 69.11%67.4% (-1.7%)

9% less funds holding

Funds holding: 282256 (-26)

11% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 93

38% less capital invested

Capital invested by funds: $2.97B → $1.85B (-$1.11B)

41% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 54

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
256
Holders Change
-26
Holders Change %
-9.22%
% of All Funds
4.08%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
32
Increased
83
Reduced
93
Closed
54
Calls
$10.1M
Puts
$7.17M
Net Calls
+$2.96M
Net Calls Change
-$348K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$323M -$10.6K -337 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$271M +$12.6M +401,699 +4%
State Street
3
State Street
Massachusetts
$150M -$2.13M -67,576 -1%
JP Morgan Chase
4
JP Morgan Chase
New York
$73.9M +$2.8M +89,143 +3%
Invesco
5
Invesco
Georgia
$55.4M -$114K -3,609 -0.2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$52.8M +$3.3M +104,976 +5%
APM
7
Avidity Partners Management
Texas
$44.2M +$11.5M +366,300 +27%
RCMU
8
Rokos Capital Management (UK)
United Kingdom
$41.5M +$40.1M +1,274,999 +318%
CS
9
Credit Suisse
Switzerland
$35.2M +$1.53M +48,570 +4%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$34.9M -$19.4M -616,286 -31%
Northern Trust
11
Northern Trust
Illinois
$33.5M +$1.14M +36,192 +3%
Norges Bank
12
Norges Bank
Norway
$31.9M -$7.16M -227,528 -15%
Charles Schwab
13
Charles Schwab
California
$29.4M +$602K +19,132 +2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$26.4M -$853K -27,116 -3%
First Manhattan
15
First Manhattan
New York
$26.1M
ACM
16
Aquilo Capital Management
California
$25.9M -$2.67M -85,041 -8%
Millennium Management
17
Millennium Management
New York
$24.6M +$12.4M +393,770 +68%
Citadel Advisors
18
Citadel Advisors
Florida
$21.5M +$6.43M +204,332 +32%
WFC
19
Western Financial Corp
California
$20.8M
Nomura Holdings
20
Nomura Holdings
Japan
$19.3M +$3.51M +111,599 +17%
Goldman Sachs
21
Goldman Sachs
New York
$18.1M -$1.13M -36,062 -5%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$16.3M +$2.4M +76,149 +13%
Morgan Stanley
23
Morgan Stanley
New York
$16.1M +$6.39M +203,081 +47%
WP
24
Woodline Partners
California
$15M +$18.6M +592,238 New
CC
25
Commodore Capital
New York
$14.6M +$3.55M +112,889 +24%

ARWR Hedge Fund Activity: Q1 2023 in Review

256 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Arrowhead Research (ARWR) for Q1 2023, worth a combined $1.85B — down 38% from $2.97B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of ARWR and 32 opened new positions — a net loss of 22 holders — while 93 trimmed existing stakes and 83 added.

The largest buyer was Rokos Capital Management (UK), adding an estimated $40.1M. The largest seller was AllianceBernstein, cutting an estimated $71.8M.

  • 256 institutional investors held Arrowhead Research (ARWR) as of Q1 2023, down from 282 in Q4 2022.
  • Funds reported $1.85B of Arrowhead Research stock for Q1 2023, down 38% quarter-over-quarter.
  • 32 funds opened new Arrowhead Research positions in Q1 2023 and 54 closed out, a net change of -22 holders.
  • The largest Arrowhead Research buyer in Q1 2023 was Rokos Capital Management (UK), an estimated $40.1M added.
  • The largest Arrowhead Research seller in Q1 2023 was AllianceBernstein, an estimated $71.8M sold.

Based on aggregated 13F filings for Q1 2023.