BANX

ArrowMark Financial
BANX

Overview Fund Activity

26 hedge funds and large institutions have $32.6M invested in ArrowMark Financial in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 7 closing their positions.

Holders
26
Holders Change
-5
Holders Change %
-16.13%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
14
Reduced
3
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$3.95M
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$899K
3
GIM
3
Greenwich Investment Management
Connecticut
$5.46M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.94M
5
OC
5
Oppenheimer & Co
New York
$197K

Top Sellers

1
HBCM
1
Heron Bay Capital Management
Michigan
$0
2
OA
2
Oxbow Advisors
Texas
$1.39M
3
RJA
3
Raymond James & Associates
Florida
$0
4
BAM
4
Belpointe Asset Management
Nevada
$0
5
TAM
5
Tucker Asset Management
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AF
26
Allworth Financial
California
$3.33K 200 – –
HBCM
27
Heron Bay Capital Management
Michigan
– – -45,742 Closed
RJA
28
Raymond James & Associates
Florida
– – -21,238 Closed
BAM
29
Belpointe Asset Management
Nevada
– – -9,382 Closed
TAM
30
Tucker Asset Management
Colorado
– – -3,735 Closed
SCA
31
Stonebridge Capital Advisors
Minnesota
– – -1,900 Closed
Acadian Asset Management
32
Acadian Asset Management
Massachusetts
– – -1,161 Closed
UBS Group
33
UBS Group
Switzerland
– – -350 Closed
CFGS
34
Concourse Financial Group Securities
Alabama
– – – –
1
2