BANX

ArrowMark Financial
BANX

Overview Fund Activity

29 hedge funds and large institutions have $36.8M invested in ArrowMark Financial in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 2 reducing their positions, and 5 closing their positions.

Holders
29
Holders Change
-1
Holders Change %
-3.33%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
12
Reduced
2
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GIM
1
Greenwich Investment Management
Connecticut
$6.01M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$2.49M
3
Millennium Management
3
Millennium Management
New York
$275K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$4.73M
5
OA
5
Oxbow Advisors
Texas
$644K

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$5.33M
2
CCA
2
Cadent Capital Advisors
Oklahoma
$0
3
OGC
3
Oak Grove Capital
New Hampshire
$0
4
VHAM
4
Van Hulzen Asset Management
California
$0
5
MFG
5
Magnus Financial Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACH
1
ArrowMark Colorado Holdings
Colorado
$9.79M 510,123 +3,971 +0.8%
GIM
2
Greenwich Investment Management
Connecticut
$6.01M 312,818 +39,811 +15%
PAIM
3
Punch & Associates Investment Management
Minnesota
$5.33M 277,666 -36,910 -12%
Osaic Holdings
4
Osaic Holdings
Arizona
$4.73M 246,064 +8,287 +3%
Stifel Financial
5
Stifel Financial
Missouri
$2.61M 135,949 +1,307 +1%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.49M 129,865 +23,476 +22%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$1.27M 66,000 – –
UCFA
8
United Capital Financial Advisors
Texas
$931K 48,500 – –
BA
9
Bard Associates
Illinois
$793K 41,315 +1,600 +4%
OA
10
Oxbow Advisors
Texas
$644K 33,527 +7,750 +30%
RJA
11
Raymond James & Associates
Florida
$537K 27,966 +2,353 +9%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$313K 16,309 +1,316 +9%
Millennium Management
13
Millennium Management
New York
$275K 14,311 +14,311 New
TA
14
Tiedemann Advisors
New York
$228K 11,863 – –
Bank of America
15
Bank of America
North Carolina
$195K 10,130 +3,000 +42%
BAM
16
Belpointe Asset Management
Nevada
$185K 9,626 – –
Morgan Stanley
17
Morgan Stanley
New York
$162K 8,455 +500 +6%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$70K 3,669 +1,413 +63%
UB
19
UMB Bank
Missouri
$52K 2,700 – –
SCA
20
Stonebridge Capital Advisors
Minnesota
$36K 1,900 – –
UBS Group
21
UBS Group
Switzerland
$36K 1,894 +1,894 New
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$32K 1,700 – –
Wells Fargo
23
Wells Fargo
California
$31K 1,590 -500 -24%
WB
24
West Bancorporation
Iowa
$19K 1,000 – –
AF
25
Allworth Financial
California
$18K 950 +950 New
1
2