BANX

ArrowMark Financial
BANX

Overview Fund Activity

30 hedge funds and large institutions have $41M invested in ArrowMark Financial in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
30
Holders Change
-2
Holders Change %
-6.25%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
7
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$2.29M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$322K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.11M
4
OA
4
Oxbow Advisors
Texas
$554K
5
BA
5
Bard Associates
Illinois
$854K

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$6.77M
2
Stifel Financial
2
Stifel Financial
Missouri
$2.9M
3
CHAM
3
Clear Harbor Asset Management
Connecticut
$0
4
OC
4
Oppenheimer & Co
New York
$0
5
GIM
5
Greenwich Investment Management
Connecticut
$5.87M
Name Market Value Shares Shares
Change 		Shares
Change %
ACH
1
ArrowMark Colorado Holdings
Colorado
$11M 506,152 +2,750 +0.5%
PAIM
2
Punch & Associates Investment Management
Minnesota
$6.77M 314,576 -35,146 -10%
GIM
3
Greenwich Investment Management
Connecticut
$5.87M 273,007 -5,122 -2%
Osaic Holdings
4
Osaic Holdings
Arizona
$5.11M 237,777 +9,071 +4%
Stifel Financial
5
Stifel Financial
Missouri
$2.9M 134,642 -34,648 -20%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.29M 106,389 +17,777 +20%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$1.42M 66,000 – –
UCFA
8
United Capital Financial Advisors
Texas
$1.04M 48,500 – –
BA
9
Bard Associates
Illinois
$854K 39,715 +3,525 +10%
OA
10
Oxbow Advisors
Texas
$554K 25,777 +3,561 +16%
RJA
11
Raymond James & Associates
Florida
$551K 25,613 – –
CCA
12
Cadent Capital Advisors
Oklahoma
$433K 20,123 -1,320 -6%
OGC
13
Oak Grove Capital
New Hampshire
$387K 18,000 – –
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$322K 14,993 +14,993 New
TA
15
Tiedemann Advisors
New York
$255K 11,863 – –
VHAM
16
Van Hulzen Asset Management
California
$239K 11,100 -2,000 -15%
MFG
17
Magnus Financial Group
New York
$208K 9,672 +374 +4%
BAM
18
Belpointe Asset Management
Nevada
$207K 9,626 -2,000 -17%
Morgan Stanley
19
Morgan Stanley
New York
$171K 7,955 – –
Bank of America
20
Bank of America
North Carolina
$154K 7,130 – –
UB
21
UMB Bank
Missouri
$58K 2,700 – –
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$48K 2,256 -1,746 -44%
Wells Fargo
23
Wells Fargo
California
$45K 2,090 +502 +32%
SCA
24
Stonebridge Capital Advisors
Minnesota
$41K 1,900 – –
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$36K 1,700 – –
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