BANX

ArrowMark Financial
BANX

Overview Fund Activity

31 hedge funds and large institutions have $34.3M invested in ArrowMark Financial in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 2 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
2
Increased
10
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HBCM
1
Heron Bay Capital Management
Michigan
$823K
2
Stifel Financial
2
Stifel Financial
Missouri
$3.31M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.68M
4
UCFA
4
United Capital Financial Advisors
Texas
$837K
5
Citadel Advisors
5
Citadel Advisors
Florida
$323K

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$254K
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$20K
3
Bank of America
3
Bank of America
North Carolina
$90.8K
4
OA
4
Oxbow Advisors
Texas
$2.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$136K
Name Market Value Shares Shares
Change 		Shares
Change %
ACH
1
ArrowMark Colorado Holdings
Colorado
$9.1M 505,809 +100 +0%
GIM
2
Greenwich Investment Management
Connecticut
$5.52M 306,406 -3,680 -1%
Osaic Holdings
3
Osaic Holdings
Arizona
$4.68M 260,083 +11,500 +5%
Stifel Financial
4
Stifel Financial
Missouri
$3.31M 183,697 +13,002 +8%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.91M 161,463 +1,426 +0.9%
OA
6
Oxbow Advisors
Texas
$2.2M 122,055 -4,853 -4%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$1.19M 66,000 – –
UCFA
8
United Capital Financial Advisors
Texas
$837K 46,500 +8,000 +21%
HBCM
9
Heron Bay Capital Management
Michigan
$823K 45,742 +45,742 New
BA
10
Bard Associates
Illinois
$778K 43,211 – –
RJA
11
Raymond James & Associates
Florida
$382K 21,238 -4,050 -16%
PAIM
12
Punch & Associates Investment Management
Minnesota
$364K 20,219 -81 -0.4%
CIA
13
Capital Investment Advisors
Georgia
$342K 19,000 +2,250 +13%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$328K 18,236 +210 +1%
Citadel Advisors
15
Citadel Advisors
Florida
$323K 17,925 +6,104 +52%
Millennium Management
16
Millennium Management
New York
$254K 14,132 -8,116 -36%
MFG
17
Magnus Financial Group
New York
$191K 10,638 +528 +5%
BAM
18
Belpointe Asset Management
Nevada
$169K 9,382 -244 -3%
Morgan Stanley
19
Morgan Stanley
New York
$136K 7,540 -4,325 -36%
Bank of America
20
Bank of America
North Carolina
$90.8K 5,043 -5,087 -50%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$77K 4,281 – –
TAM
22
Tucker Asset Management
Colorado
$67.2K 3,735 +3,735 New
UB
23
UMB Bank
Missouri
$48.6K 2,700 – –
CSC
24
Caldwell Sutter Capital
California
$36.7K 2,041 – –
SCA
25
Stonebridge Capital Advisors
Minnesota
$34.2K 1,900 – –
1
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