BANX

ArrowMark Financial
BANX

Overview Fund Activity

40 hedge funds and large institutions have $28.6M invested in ArrowMark Financial in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
-4
Holders Change %
-9.09%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
5
Increased
13
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAIM
Punch & Associates Investment Management
Minnesota
+$1.66M
2
Stifel Financial
Stifel Financial
Missouri
+$713K
3
Truist Financial
Truist Financial
North Carolina
+$484K
4
GIM
Greenwich Investment Management
Connecticut
+$317K
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$262K

Top Sellers

1
OA
Oxbow Advisors
Texas
-$3.49M
2
UCFA
United Capital Financial Advisors
Texas
-$849K
3
OAM
Oxford Asset Management
United Kingdom
-$263K
4
CWM
Concentric Wealth Management
California
-$253K
5
Man Group
Man Group
United Kingdom
-$225K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAIM
1
Punch & Associates Investment Management
Minnesota
$6.26M +$1.66M +102,116 +36%
HCM
2
Hilton Capital Management
New York
$3.92M +$156K +9,602 +4%
UCFA
3
United Capital Financial Advisors
Texas
$3.07M -$849K -35,500 -22%
GIM
4
Greenwich Investment Management
Connecticut
$2.92M +$317K +19,526 +12%
Stifel Financial
5
Stifel Financial
Missouri
$2.82M +$713K +44,124 +34%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.49M +$2.49M +167,867 New
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$1.07M – – –
Truist Financial
8
Truist Financial
North Carolina
$918K +$484K +29,829 +111%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$739K +$262K +16,168 +55%
OA
10
Oxbow Advisors
Texas
$688K -$3.49M -214,902 -84%
BC
11
Brinker Capital
Pennsylvania
$619K +$67.5K +4,159 +12%
OGC
12
Oak Grove Capital
New Hampshire
$394K +$3K +185 +0.8%
VHAM
13
Van Hulzen Asset Management
California
$357K – – –
BA
14
Bard Associates
Illinois
$307K -$813 -50 -0.3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$243K +$52.3K +3,220 +27%
CHAM
16
Clear Harbor Asset Management
Connecticut
$230K -$9.74K -600 -4%
Northern Trust
17
Northern Trust
Illinois
$225K -$24.5K -1,508 -10%
Creative Planning
18
Creative Planning
Kansas
$205K -$28.2K -1,740 -12%
OC
19
Oppenheimer & Co
New York
$200K -$40.2K -2,474 -17%
IC
20
IEQ Capital
California
$175K +$175K +10,800 New
Morgan Stanley
21
Morgan Stanley
New York
$138K -$3.87K -238 -3%
Wells Fargo
22
Wells Fargo
California
$111K -$19K -1,174 -15%
BAM
23
Belpointe Asset Management
Nevada
$101K -$18.7K -1,149 -16%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$83K +$42.7K +2,650 +106%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$81K -$13.8K -850 -15%
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