BANX

ArrowMark Financial
BANX

Overview Fund Activity

32 hedge funds and large institutions have $42.9M invested in ArrowMark Financial in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
32
Holders Change
+2
Holders Change %
+6.67%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
6
Increased
4
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GIM
1
Greenwich Investment Management
Connecticut
$6.11M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$1.95M
3
BA
3
Bard Associates
Illinois
$795K
4
BAM
4
Belpointe Asset Management
Nevada
$255K
5
UB
5
UMB Bank
Missouri
$59K

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$7.68M
2
LWA
2
Lineweaver Wealth Advisors
Ohio
$0
3
VHAM
3
Van Hulzen Asset Management
California
$288K
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$87K
5
CCA
5
Cadent Capital Advisors
Oklahoma
$471K
Name Market Value Shares Shares
Change 		Shares
Change %
ACH
1
ArrowMark Colorado Holdings
Colorado
$10.9M 503,402 – –
PAIM
2
Punch & Associates Investment Management
Minnesota
$7.68M 349,722 -82,357 -19%
GIM
3
Greenwich Investment Management
Connecticut
$6.11M 278,129 +278,129 New
Osaic Holdings
4
Osaic Holdings
Arizona
$5.03M 228,706 +1,180 +0.5%
Stifel Financial
5
Stifel Financial
Missouri
$3.72M 169,290 -301 -0.2%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.95M 88,612 +88,612 New
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$1.45M 66,000 – –
UCFA
8
United Capital Financial Advisors
Texas
$1.07M 48,500 -2,000 -4%
BA
9
Bard Associates
Illinois
$795K 36,190 +4,950 +16%
RJA
10
Raymond James & Associates
Florida
$563K 25,613 – –
OA
11
Oxbow Advisors
Texas
$488K 22,216 – –
CCA
12
Cadent Capital Advisors
Oklahoma
$471K 21,443 -2,450 -10%
OGC
13
Oak Grove Capital
New Hampshire
$395K 18,000 -1,000 -5%
CHAM
14
Clear Harbor Asset Management
Connecticut
$303K 13,814 -30 -0.2%
VHAM
15
Van Hulzen Asset Management
California
$288K 13,100 -3,400 -21%
TA
16
Tiedemann Advisors
New York
$266K 11,863 – –
BAM
17
Belpointe Asset Management
Nevada
$255K 11,626 +2,723 +31%
OC
18
Oppenheimer & Co
New York
$209K 9,495 – –
MFG
19
Magnus Financial Group
New York
$204K 9,298 – –
Morgan Stanley
20
Morgan Stanley
New York
$175K 7,955 – –
Bank of America
21
Bank of America
North Carolina
$157K 7,130 -100 -1%
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$87K 4,002 -3,383 -46%
APA
23
American Portfolios Advisors
New York
$72.5K 3,300 +417 +14%
UB
24
UMB Bank
Missouri
$59K 2,700 +2,700 New
SCA
25
Stonebridge Capital Advisors
Minnesota
$42K 1,900 – –
1
2