BANX

ArrowMark Financial
BANX

Overview Fund Activity

27 hedge funds and large institutions have $19.1M invested in ArrowMark Financial in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
6
Reduced
8
Closed
2
Calls
$79K
Puts
$142K
Net Calls
-$63K
Net Calls Change
-$262K

Top Buyers

1
EAM
1
Everstar Asset Management
North Carolina
$453K
2
CCG
2
Catalina Capital Group
California
$213K
3
Morgan Stanley
3
Morgan Stanley
New York
$396K
4
Citadel Advisors
4
Citadel Advisors
Florida
$344K
5
OC
5
Oppenheimer & Co
New York
$461K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$4.06M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$4.09M
3
Stifel Financial
3
Stifel Financial
Missouri
$3.33M
4
PAIM
4
Punch & Associates Investment Management
Minnesota
$0
5
MFG
5
Magnus Financial Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACH
1
ArrowMark Colorado Holdings
Colorado
$4.09M 196,145 -44,723 -19%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$4.06M 196,433 -47,703 -20%
Stifel Financial
3
Stifel Financial
Missouri
$3.33M 161,024 -25,682 -14%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.67M 80,827 -242 -0.3%
BPA
5
Beacon Pointe Advisors
California
$1.18M 57,006 -2,610 -4%
BA
6
Bard Associates
Illinois
$865K 41,810 -800 -2%
CIA
7
Capital Investment Advisors
Georgia
$740K 35,746 +1,496 +4%
OC
8
Oppenheimer & Co
New York
$461K 22,274 +2,900 +15%
EAM
9
Everstar Asset Management
North Carolina
$453K 21,877 +21,877 New
Morgan Stanley
10
Morgan Stanley
New York
$396K 19,137 +8,571 +81%
Citadel Advisors
11
Citadel Advisors
Florida
$344K 16,512 +4,983 +43%
FWP
12
Falcon Wealth Planning
California
$339K 16,362 +2,054 +14%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$316K 15,296 -4,666 -23%
OA
14
Oxbow Advisors
Texas
$227K 10,990 – –
CCG
15
Catalina Capital Group
California
$213K 10,310 +10,310 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$98K 4,731 – –
Bank of America
17
Bank of America
North Carolina
$94.1K 4,550 – –
UB
18
UMB Bank
Missouri
$55.9K 2,700 – –
CSC
19
Caldwell Sutter Capital
California
$36K 1,741 – –
UBS Group
20
UBS Group
Switzerland
$27.8K 1,345 +795 +145%
Wells Fargo
21
Wells Fargo
California
$20.7K 1,000 -83 -8%
RI
22
Ridgewood Investments
New Jersey
$16.6K 800 +800 New
PFA
23
Pathway Financial Advisers
Indiana
$15.5K 750 – –
WSFS
24
Wilmington Savings Fund Society
Delaware
$10.3K 500 +500 New
SIS
25
Sound Income Strategies
Florida
$9.31K 450 – –
1
2