BANX

ArrowMark Financial
BANX

Overview Fund Activity

31 hedge funds and large institutions have $31.5M invested in ArrowMark Financial in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
9
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
1
Capital Investment Advisors
Georgia
$251K
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$2.47M
3
MFG
3
Magnus Financial Group
New York
$175K
4
GIM
4
Greenwich Investment Management
Connecticut
$5.52M
5
RJA
5
Raymond James & Associates
Florida
$594K

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$2.82M
2
TA
2
Tiedemann Advisors
New York
$0
3
UCFA
3
United Capital Financial Advisors
Texas
$665K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$4.12M
5
ACH
5
ArrowMark Colorado Holdings
Colorado
$8.68M
Name Market Value Shares Shares
Change 		Shares
Change %
ACH
1
ArrowMark Colorado Holdings
Colorado
$8.68M 502,862 -7,261 -1%
GIM
2
Greenwich Investment Management
Connecticut
$5.52M 320,037 +7,219 +2%
Osaic Holdings
3
Osaic Holdings
Arizona
$4.12M 238,723 -7,341 -3%
PAIM
4
Punch & Associates Investment Management
Minnesota
$2.82M 163,066 -114,600 -41%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.47M 143,317 +13,452 +10%
Stifel Financial
6
Stifel Financial
Missouri
$2.36M 136,524 +575 +0.4%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$1.14M 66,000 – –
BA
8
Bard Associates
Illinois
$742K 43,011 +1,696 +4%
UCFA
9
United Capital Financial Advisors
Texas
$665K 38,500 -10,000 -21%
OA
10
Oxbow Advisors
Texas
$659K 38,177 +4,650 +14%
RJA
11
Raymond James & Associates
Florida
$594K 34,403 +6,437 +23%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$273K 15,826 -483 -3%
CIA
13
Capital Investment Advisors
Georgia
$251K 14,550 +14,550 New
Millennium Management
14
Millennium Management
New York
$220K 12,760 -1,551 -11%
Bank of America
15
Bank of America
North Carolina
$208K 12,030 +1,900 +19%
MFG
16
Magnus Financial Group
New York
$175K 10,110 +10,110 New
Morgan Stanley
17
Morgan Stanley
New York
$171K 9,920 +1,465 +17%
BAM
18
Belpointe Asset Management
Nevada
$166K 9,626 – –
NFSG
19
Newbridge Financial Services Group
Florida
$74K 4,300 +4,300 New
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$57K 3,362 -307 -8%
UB
21
UMB Bank
Missouri
$47K 2,700 – –
SCA
22
Stonebridge Capital Advisors
Minnesota
$33K 1,900 – –
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$29K 1,700 – –
Wells Fargo
24
Wells Fargo
California
$27K 1,589 -1 -0.1%
WB
25
West Bancorporation
Iowa
$17K 1,000 – –
1
2