BANX

ArrowMark Financial
BANX

Overview Fund Activity

37 hedge funds and large institutions have $28.1M invested in ArrowMark Financial in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 8 closing their positions.

Holders
37
Holders Change
-3
Holders Change %
-7.5%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
10
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$7.27M
2
LP
2
LMR Partners
United Kingdom
$207K
3
BEI
3
Benjamin Edwards Inc
Missouri
$143K
4
GIM
4
Greenwich Investment Management
Connecticut
$2.96M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.74M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$2.56M
2
Creative Planning
2
Creative Planning
Kansas
$0
3
UCFA
3
United Capital Financial Advisors
Texas
$1.94M
4
BAM
4
Belpointe Asset Management
Nevada
$0
5
VHAM
5
Van Hulzen Asset Management
California
$262K
Name Market Value Shares Shares
Change 		Shares
Change %
PAIM
1
Punch & Associates Investment Management
Minnesota
$7.27M 457,203 +71,599 +19%
HCM
2
Hilton Capital Management
New York
$3.8M 238,713 -2,717 -1%
GIM
3
Greenwich Investment Management
Connecticut
$2.96M 185,965 +6,213 +3%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.74M 172,158 +4,291 +3%
Stifel Financial
5
Stifel Financial
Missouri
$2.56M 160,746 -13,567 -8%
UCFA
6
United Capital Financial Advisors
Texas
$1.94M 121,750 -6,500 -5%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$1.05M 66,000 – –
Truist Financial
8
Truist Financial
North Carolina
$948K 59,630 +3,021 +5%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$707K 44,393 -1,202 -3%
OA
10
Oxbow Advisors
Texas
$658K 41,400 -1,000 -2%
BC
11
Brinker Capital
Pennsylvania
$614K 38,614 +476 +1%
OGC
12
Oak Grove Capital
New Hampshire
$338K 21,285 -3,000 -12%
BA
13
Bard Associates
Illinois
$300K 18,885 – –
VHAM
14
Van Hulzen Asset Management
California
$262K 16,500 -5,490 -25%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$254K 15,981 +1,026 +7%
CHAM
16
Clear Harbor Asset Management
Connecticut
$225K 14,164 – –
Northern Trust
17
Northern Trust
Illinois
$222K 13,996 +120 +0.9%
OC
18
Oppenheimer & Co
New York
$215K 13,520 +1,200 +10%
LP
19
LMR Partners
United Kingdom
$207K 13,001 +13,001 New
IC
20
IEQ Capital
California
$172K 10,800 – –
BEI
21
Benjamin Edwards Inc
Missouri
$143K 8,996 +8,996 New
Morgan Stanley
22
Morgan Stanley
New York
$135K 8,475 -12 -0.1%
Wells Fargo
23
Wells Fargo
California
$101K 6,347 -500 -7%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$80K 5,000 – –
Bank of America
25
Bank of America
North Carolina
$45K 2,850 – –
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