BANX

ArrowMark Financial
BANX

Overview Fund Activity

31 hedge funds and large institutions have $31.6M invested in ArrowMark Financial in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
31
Holders Change
–
Holders Change %
0%
% of All Funds
0.5%
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
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OA
1
Oxbow Advisors
Texas
$2.16M
2
Stifel Financial
2
Stifel Financial
Missouri
$2.91M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.73M
4
Citadel Advisors
4
Citadel Advisors
Florida
$201K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.24M

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$346K
2
GIM
2
Greenwich Investment Management
Connecticut
$5.28M
3
RJA
3
Raymond James & Associates
Florida
$431K
4
NFSG
4
Newbridge Financial Services Group
Florida
$0
5
Bank of America
5
Bank of America
North Carolina
$173K
Name Market Value Shares Shares
Change 		Shares
Change %
ACH
1
ArrowMark Colorado Holdings
Colorado
$8.6M 505,709 +2,847 +0.6%
GIM
2
Greenwich Investment Management
Connecticut
$5.28M 310,086 -9,951 -3%
Osaic Holdings
3
Osaic Holdings
Arizona
$4.24M 248,583 +9,860 +4%
Stifel Financial
4
Stifel Financial
Missouri
$2.91M 170,695 +34,171 +25%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.73M 160,037 +16,720 +12%
OA
6
Oxbow Advisors
Texas
$2.16M 126,908 +88,731 +232%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$1.12M 66,000 – –
BA
8
Bard Associates
Illinois
$757K 43,211 +200 +0.5%
UCFA
9
United Capital Financial Advisors
Texas
$656K 38,500 – –
RJA
10
Raymond James & Associates
Florida
$431K 25,288 -9,115 -26%
Millennium Management
11
Millennium Management
New York
$378K 22,248 +9,488 +74%
PAIM
12
Punch & Associates Investment Management
Minnesota
$346K 20,300 -142,766 -88%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$307K 18,026 +2,200 +14%
CIA
14
Capital Investment Advisors
Georgia
$285K 16,750 +2,200 +15%
Morgan Stanley
15
Morgan Stanley
New York
$202K 11,865 +1,945 +20%
Citadel Advisors
16
Citadel Advisors
Florida
$201K 11,821 +11,821 New
Bank of America
17
Bank of America
North Carolina
$173K 10,130 -1,900 -16%
MFG
18
Magnus Financial Group
New York
$172K 10,110 – –
BAM
19
Belpointe Asset Management
Nevada
$164K 9,626 – –
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$125K 7,489 +4,127 +123%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$73K 4,281 +3,400 +386%
UBS Group
22
UBS Group
Switzerland
$49.2K 2,887 +2,887 New
UB
23
UMB Bank
Missouri
$46K 2,700 – –
CSC
24
Caldwell Sutter Capital
California
$34.8K 2,041 +2,041 New
SCA
25
Stonebridge Capital Advisors
Minnesota
$32.4K 1,900 – –
1
2