BANX

ArrowMark Financial
BANX

Overview Fund Trends Analyst Outlook Journalist POV

28 hedge funds and large institutions have $32.6M invested in ArrowMark Financial in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding: →

more funds holding in top 10

Funds holding in top 10: →

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% less capital invested

Capital invested by funds: $32.8M → $32.6M (-$174K)

1.1% less ownership

Funds ownership: 26.35% → 25.25% (-1.1%)

Holders
28
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$298K
2
+$227K
3
+$217K
4
Osaic Holdings
Osaic Holdings
Arizona
+$140K
5
PAIM
Punch & Associates Investment Management
Minnesota
+$106K

Top Sellers

1
-$726K
2
-$635K
3
-$450K
4
UCFA
United Capital Financial Advisors
Texas
-$429K
5
GIM
Greenwich Investment Management
Connecticut
-$118K
Name Holding Trade Value Shares
Change 		Change in
Stake
26
$3.63K
27
$1.1K
28
$19
29
–
1
2