BANX

ArrowMark Financial

26 hedge funds and large institutions have $32.8M invested in ArrowMark Financial in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
26
Holders Change
Holders Change %
0%
% 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
4
Increased
6
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ACH
1
ArrowMark Colorado Holdings
Colorado
$8.41M 480,609 -27,834 -5%
GIM
2
Greenwich Investment Management
Connecticut
$5.62M 321,466 -6,140 -2%
Osaic Holdings
3
Osaic Holdings
Arizona
$4.54M 259,507 -3,356 -1%
Stifel Financial
4
Stifel Financial
Missouri
$3.83M 219,140 -17,886 -8%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.6M 205,626 +29,184 +17%
PAIM
6
Punch & Associates Investment Management
Minnesota
$1.19M 68,070 +14,128 +26%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$1.15M 66,000
BPA
8
Beacon Pointe Advisors
California
$1.1M 63,162 +63,162 New
BA
9
Bard Associates
Illinois
$771K 44,091 +980 +2%
CIA
10
Capital Investment Advisors
Georgia
$542K 31,000 +6,250 +25%
UCFA
11
United Capital Financial Advisors
Texas
$429K 24,500 -22,000 -47%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$366K 20,930 +2,472 +13%
OA
13
Oxbow Advisors
Texas
$354K 20,220 -63,156 -76%
MFG
14
Magnus Financial Group
New York
$195K 11,170 +281 +3%
Morgan Stanley
15
Morgan Stanley
New York
$184K 10,540 -3,900 -27%
CRC
16
Curi RMB Capital
Illinois
$175K 10,000
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$83K 4,731
Bank of America
18
Bank of America
North Carolina
$79.6K 4,550
UB
19
UMB Bank
Missouri
$47.2K 2,700
CSC
20
Caldwell Sutter Capital
California
$35.7K 2,041
HCM
21
Highlander Capital Management
New Jersey
$28K 1,600 +1,600 New
PFA
22
Pathway Financial Advisers
Indiana
$13.1K 750 +750 New
SIS
23
Sound Income Strategies
Florida
$7.87K 450
UBS Group
24
UBS Group
Switzerland
$3.67K 210 +210 New
AF
25
Allworth Financial
California
$3.5K 200