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Arrowhead Research

266 hedge funds and large institutions have $2.4B invested in Arrowhead Research in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 77 increasing their positions, 95 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $21.4M | Put options by funds: $13.5M

29% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 34

20% more capital invested

Capital invested by funds: $2.01B → $2.4B (+$394M)

4% more funds holding

Funds holding: 256266 (+10)

3.36% more ownership

Funds ownership: 69.63%72.99% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

19% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 95

Holders
266
Holders Change
+10
Holders Change %
+3.91%
% of All Funds
3.88%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
44
Increased
77
Reduced
95
Closed
34
Calls
$21.4M
Puts
$13.5M
Net Calls
+$7.89M
Net Calls Change
+$4.79M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$407M +$12.3M +464,263 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$327M -$4.95M -186,239 -2%
State Street
3
State Street
Massachusetts
$209M +$25.6M +962,146 +16%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$103M -$24.9M -937,635 -22%
JP Morgan Chase
5
JP Morgan Chase
New York
$84.2M -$851K -32,050 -1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$71.2M +$2.88M +108,623 +5%
Invesco
7
Invesco
Georgia
$70.6M -$3.63M -136,730 -6%
Morgan Stanley
8
Morgan Stanley
New York
$55M +$28.2M +1,063,478 +145%
CS
9
Credit Suisse
Switzerland
$53.4M +$5.75M +216,664 +14%
SPC
10
Slate Path Capital
New York
$40.7M +$35.3M +1,329,000 New
Norges Bank
11
Norges Bank
Norway
$40.5M +$4.66M +175,602 +15%
Capital International Investors
12
Capital International Investors
California
$39.1M +$12.1M +454,631 +55%
RCMU
13
Rokos Capital Management (UK)
United Kingdom
$37.6M -$11.9M -446,773 -27%
Northern Trust
14
Northern Trust
Illinois
$37.6M -$982K -36,986 -3%
ACA
15
Avoro Capital Advisors
New York
$34.6M +$15M +565,000 +100%
Goldman Sachs
16
Goldman Sachs
New York
$32.5M +$16.3M +613,067 +137%
AG
17
Artal Group
Luxembourg
$31.5M +$27.2M +1,022,815 +18,802%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$29.3M -$869K -32,722 -3%
UBS AM
19
UBS AM
Illinois
$29.1M +$5.59M +210,412 +28%
Ameriprise
20
Ameriprise
Minnesota
$28.4M +$6.24M +234,984 +34%
WP
21
Woodline Partners
California
$28.4M +$12.2M +458,690 +98%
ACM
22
Aquilo Capital Management
California
$27.8M
Charles Schwab
23
Charles Schwab
California
$25.9M +$26.4K +994 +0.1%
WFC
24
Western Financial Corp
California
$25.1M
First Manhattan
25
First Manhattan
New York
$22.8M -$9.44M -355,433 -32%

ARWR Hedge Fund Activity: Q4 2023 in Review

266 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Arrowhead Research (ARWR) for Q4 2023, worth a combined $2.4B — up 20% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new ARWR positions and 34 closed out — a net gain of 10 holders — while 77 added to existing stakes and 95 trimmed.

The largest buyer was Slate Path Capital, opening a new position worth an estimated $35.3M. The largest seller was Fidelity Investments, cutting an estimated $24.9M.

  • 266 institutional investors held Arrowhead Research (ARWR) as of Q4 2023, up from 256 in Q3 2023.
  • Funds reported $2.4B of Arrowhead Research stock for Q4 2023, up 20% quarter-over-quarter.
  • 44 funds opened new Arrowhead Research positions in Q4 2023 and 34 closed out, a net change of +10 holders.
  • The largest Arrowhead Research buyer in Q4 2023 was Slate Path Capital, an estimated $35.3M added.
  • The largest Arrowhead Research seller in Q4 2023 was Fidelity Investments, an estimated $24.9M sold.

Based on aggregated 13F filings for Q4 2023.