BANX

ArrowMark Financial
BANX

Overview Fund Activity

30 hedge funds and large institutions have $37.3M invested in ArrowMark Financial in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
30
Holders Change
-2
Holders Change %
-6.25%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
7
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$11.1M
2
CCA
2
Cadent Capital Advisors
Oklahoma
$527K
3
BA
3
Bard Associates
Illinois
$689K
4
BAM
4
Belpointe Asset Management
Nevada
$197K
5
Stifel Financial
5
Stifel Financial
Missouri
$3.74M

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$9.53M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$0
3
Truist Financial
3
Truist Financial
North Carolina
$0
4
UCFA
4
United Capital Financial Advisors
Texas
$1.11M
5
RJA
5
Raymond James & Associates
Florida
$565K
Name Market Value Shares Shares
Change 		Shares
Change %
ACH
1
ArrowMark Colorado Holdings
Colorado
$11.1M 503,402 +492,234 +4,408%
PAIM
2
Punch & Associates Investment Management
Minnesota
$9.53M 432,079 -82,550 -16%
Osaic Holdings
3
Osaic Holdings
Arizona
$5.02M 227,526 -5,444 -2%
Stifel Financial
4
Stifel Financial
Missouri
$3.74M 169,591 +1,548 +0.9%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.46M 66,000 – –
UCFA
6
United Capital Financial Advisors
Texas
$1.11M 50,500 -9,000 -15%
BA
7
Bard Associates
Illinois
$689K 31,240 +1,810 +6%
RJA
8
Raymond James & Associates
Florida
$565K 25,613 -5,557 -18%
CCA
9
Cadent Capital Advisors
Oklahoma
$527K 23,893 +2,521 +12%
OA
10
Oxbow Advisors
Texas
$490K 22,216 -425 -2%
OGC
11
Oak Grove Capital
New Hampshire
$419K 19,000 -2,281 -11%
LWA
12
Lineweaver Wealth Advisors
Ohio
$393K 17,862 +1,073 +6%
VHAM
13
Van Hulzen Asset Management
California
$364K 16,500 – –
CHAM
14
Clear Harbor Asset Management
Connecticut
$305K 13,844 – –
TA
15
Tiedemann Advisors
New York
$262K 11,863 – –
OC
16
Oppenheimer & Co
New York
$209K 9,495 -297 -3%
MFG
17
Magnus Financial Group
New York
$205K 9,298 – –
BAM
18
Belpointe Asset Management
Nevada
$197K 8,903 +1,783 +25%
Morgan Stanley
19
Morgan Stanley
New York
$175K 7,955 – –
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$162K 7,385 -4,585 -38%
Bank of America
21
Bank of America
North Carolina
$160K 7,230 -400 -5%
APA
22
American Portfolios Advisors
New York
$63.6K 2,883 +212 +8%
SCA
23
Stonebridge Capital Advisors
Minnesota
$42K 1,900 -1,900 -50%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$37K 1,700 – –
Wells Fargo
25
Wells Fargo
California
$35K 1,588 -1 -0.1%
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