BANX

ArrowMark Financial
BANX

Overview Fund Activity

26 hedge funds and large institutions have $32.8M invested in ArrowMark Financial in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
26
Holders Change
–
Holders Change %
0%
% 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
4
Increased
6
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BPA
1
Beacon Pointe Advisors
California
$1.1M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$3.6M
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$1.19M
4
CIA
4
Capital Investment Advisors
Georgia
$542K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$366K

Top Sellers

1
OA
1
Oxbow Advisors
Texas
$354K
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$8.41M
3
UCFA
3
United Capital Financial Advisors
Texas
$429K
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$3.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$13 -$31K -2,387 -100%
Citadel Advisors
27
Citadel Advisors
Florida
– -$366K -21,887 Closed
Millennium Management
28
Millennium Management
New York
– -$255K -15,222 Closed
OC
29
Oppenheimer & Co
New York
– -$197K -11,809 Closed
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
– -$25K -1,500 Closed
1
2