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Arrowhead Research

274 hedge funds and large institutions have $2.77B invested in Arrowhead Research in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 106 increasing their positions, 76 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $28.4M | Put options by funds: $12.8M

39% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 76

37% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 30

15% more capital invested

Capital invested by funds: $2.4B → $2.77B (+$366M)

5.09% more ownership

Funds ownership: 72.99%78.08% (+5.1%)

3% more funds holding

Funds holding: 266274 (+8)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
274
Holders Change
+8
Holders Change %
+3.01%
% of All Funds
3.95%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
41
Increased
106
Reduced
76
Closed
30
Calls
$28.4M
Puts
$12.8M
Net Calls
+$15.7M
Net Calls Change
+$7.77M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$439M +$65.4M +2,042,880 +15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$355M +$55.4M +1,731,974 +16%
ACA
3
Avoro Capital Advisors
New York
$245M +$238M +7,425,555 +657%
State Street
4
State Street
Massachusetts
$188M -$8.46M -264,408 -4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$183M +$96.7M +3,023,360 +90%
SPC
6
Slate Path Capital
New York
$118M +$89.9M +2,810,000 +211%
AG
7
Artal Group
Luxembourg
$86.8M +$64.3M +2,008,413 +195%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$78.8M +$13.7M +427,758 +18%
JP Morgan Chase
9
JP Morgan Chase
New York
$75.4M -$3.61M -112,985 -4%
T. Rowe Price Investment Management
10
T. Rowe Price Investment Management
Maryland
$50.3M +$56.3M +1,758,883 New
Norges Bank
11
Norges Bank
Norway
$47.8M +$11.2M +350,932 +27%
CS
12
Credit Suisse
Switzerland
$46.5M -$3.8M -118,829 -7%
Northern Trust
13
Northern Trust
Illinois
$37.2M +$2.27M +71,034 +6%
RCMU
14
Rokos Capital Management (UK)
United Kingdom
$35.2M
Pictet Asset Management
15
Pictet Asset Management
Switzerland
$35.1M +$38.8M +1,214,331 +10,418%
Morgan Stanley
16
Morgan Stanley
New York
$32.5M -$21.2M -663,037 -37%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$30.2M +$3.11M +97,077 +10%
Goldman Sachs
18
Goldman Sachs
New York
$30M -$398K -12,428 -1%
Ameriprise
19
Ameriprise
Minnesota
$28.5M +$2.2M +68,697 +7%
Charles Schwab
20
Charles Schwab
California
$28.1M +$4.41M +137,776 +16%
UBS AM
21
UBS AM
Illinois
$26.7M -$556K -17,394 -2%
ACM
22
Aquilo Capital Management
California
$26M
WFC
23
Western Financial Corp
California
$23.5M
Citadel Advisors
24
Citadel Advisors
Florida
$21.2M +$21.9M +683,260 +1,165%
O
25
OrbiMed
New York
$21.2M +$13.4M +420,000 +131%

ARWR Hedge Fund Activity: Q1 2024 in Review

274 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Arrowhead Research (ARWR) for Q1 2024, worth a combined $2.77B — up 15% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new ARWR positions and 30 closed out — a net gain of 11 holders — while 106 added to existing stakes and 76 trimmed.

The largest buyer was Avoro Capital Advisors, adding an estimated $238M. The largest seller was Invesco, cutting an estimated $65.6M.

  • 274 institutional investors held Arrowhead Research (ARWR) as of Q1 2024, up from 266 in Q4 2023.
  • Funds reported $2.77B of Arrowhead Research stock for Q1 2024, up 15% quarter-over-quarter.
  • 41 funds opened new Arrowhead Research positions in Q1 2024 and 30 closed out, a net change of +11 holders.
  • The largest Arrowhead Research buyer in Q1 2024 was Avoro Capital Advisors, an estimated $238M added.
  • The largest Arrowhead Research seller in Q1 2024 was Invesco, an estimated $65.6M sold.

Based on aggregated 13F filings for Q1 2024.