BANX

ArrowMark Financial
BANX

Overview Fund Activity

32 hedge funds and large institutions have $29.3M invested in ArrowMark Financial in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 8 closing their positions.

Holders
32
Holders Change
+2
Holders Change %
+6.67%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
7
Reduced
7
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$5.13M
2
RJA
2
Raymond James & Associates
Florida
$686K
3
OA
3
Oxbow Advisors
Texas
$498K
4
LWA
4
Lineweaver Wealth Advisors
Ohio
$369K
5
Marshall Wace
5
Marshall Wace
United Kingdom
$315K

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$11.3M
2
HCM
2
Hilton Capital Management
New York
$0
3
Truist Financial
3
Truist Financial
North Carolina
$277K
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$263K
5
BRWA
5
B. Riley Wealth Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PAIM
1
Punch & Associates Investment Management
Minnesota
$11.3M 514,629 -59,107 -10%
Osaic Holdings
2
Osaic Holdings
Arizona
$5.13M 232,970 +65,474 +39%
Stifel Financial
3
Stifel Financial
Missouri
$3.7M 168,043 +10,735 +7%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$1.45M 66,000 – –
UCFA
5
United Capital Financial Advisors
Texas
$1.31M 59,500 -7,100 -11%
RJA
6
Raymond James & Associates
Florida
$686K 31,170 +31,170 New
BA
7
Bard Associates
Illinois
$648K 29,430 +10,370 +54%
OA
8
Oxbow Advisors
Texas
$498K 22,641 +22,641 New
CCA
9
Cadent Capital Advisors
Oklahoma
$470K 21,372 +1,564 +8%
OGC
10
Oak Grove Capital
New Hampshire
$468K 21,281 -4 -0%
LWA
11
Lineweaver Wealth Advisors
Ohio
$369K 16,789 +16,789 New
VHAM
12
Van Hulzen Asset Management
California
$363K 16,500 – –
Marshall Wace
13
Marshall Wace
United Kingdom
$315K 14,336 +14,336 New
CHAM
14
Clear Harbor Asset Management
Connecticut
$305K 13,844 -320 -2%
Truist Financial
15
Truist Financial
North Carolina
$277K 12,591 -37,647 -75%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$263K 11,970 -12,686 -51%
TA
17
Tiedemann Advisors
New York
$261K 11,863 – –
ACH
18
ArrowMark Colorado Holdings
Colorado
$245K 11,168 – –
OC
19
Oppenheimer & Co
New York
$216K 9,792 +9,792 New
MFG
20
Magnus Financial Group
New York
$205K 9,298 +9,298 New
Morgan Stanley
21
Morgan Stanley
New York
$175K 7,955 -231 -3%
Bank of America
22
Bank of America
North Carolina
$168K 7,630 – –
BAM
23
Belpointe Asset Management
Nevada
$156K 7,120 +7,120 New
SCA
24
Stonebridge Capital Advisors
Minnesota
$80K 3,800 +1,900 +100%
APA
25
American Portfolios Advisors
New York
$58.8K 2,671 +877 +49%
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