BANX

ArrowMark Financial
BANX

Overview Fund Activity

26 hedge funds and large institutions have $32.6M invested in ArrowMark Financial in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 7 closing their positions.

Holders
26
Holders Change
-5
Holders Change %
-16.13%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
14
Reduced
3
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$3.95M
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$899K
3
GIM
3
Greenwich Investment Management
Connecticut
$5.46M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.94M
5
OC
5
Oppenheimer & Co
New York
$197K

Top Sellers

1
HBCM
1
Heron Bay Capital Management
Michigan
$0
2
OA
2
Oxbow Advisors
Texas
$1.39M
3
RJA
3
Raymond James & Associates
Florida
$0
4
BAM
4
Belpointe Asset Management
Nevada
$0
5
TAM
5
Tucker Asset Management
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACH
1
ArrowMark Colorado Holdings
Colorado
$8.51M 508,443 +2,634 +0.5%
GIM
2
Greenwich Investment Management
Connecticut
$5.46M 327,606 +21,200 +7%
Osaic Holdings
3
Osaic Holdings
Arizona
$4.38M 262,863 +2,780 +1%
Stifel Financial
4
Stifel Financial
Missouri
$3.95M 237,026 +53,329 +29%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.94M 176,442 +14,979 +9%
OA
6
Oxbow Advisors
Texas
$1.39M 83,376 -38,679 -32%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$1.1M 66,000 – –
PAIM
8
Punch & Associates Investment Management
Minnesota
$899K 53,942 +33,723 +167%
UCFA
9
United Capital Financial Advisors
Texas
$775K 46,500 – –
BA
10
Bard Associates
Illinois
$718K 43,111 -100 -0.2%
CIA
11
Capital Investment Advisors
Georgia
$412K 24,750 +5,750 +30%
Citadel Advisors
12
Citadel Advisors
Florida
$366K 21,887 +3,962 +22%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$308K 18,458 +222 +1%
Millennium Management
14
Millennium Management
New York
$255K 15,222 +1,090 +8%
Morgan Stanley
15
Morgan Stanley
New York
$241K 14,440 +6,900 +92%
OC
16
Oppenheimer & Co
New York
$197K 11,809 +11,809 New
MFG
17
Magnus Financial Group
New York
$181K 10,889 +251 +2%
CRC
18
Curi RMB Capital
Illinois
$167K 10,000 +10,000 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$79K 4,731 +450 +11%
Bank of America
20
Bank of America
North Carolina
$75.8K 4,550 -493 -10%
UB
21
UMB Bank
Missouri
$45K 2,700 – –
Wells Fargo
22
Wells Fargo
California
$39.8K 2,388 +799 +50%
CSC
23
Caldwell Sutter Capital
California
$34K 2,041 – –
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$25K 1,500 +1,500 New
SIS
25
Sound Income Strategies
Florida
$7.5K 450 – –
1
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