BANX

ArrowMark Financial
BANX

Overview Fund Activity

31 hedge funds and large institutions have $19.9M invested in ArrowMark Financial in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
31
Holders Change
+4
Holders Change %
+14.81%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
7
Reduced
6
Closed
4
Calls
$165K
Puts
$203K
Net Calls
-$38K
Net Calls Change
+$25K

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$3.96M
2
RRA
2
Round Rock Advisors
Connecticut
$896K
3
NWMP
3
Noble Wealth Management PBC
Colorado
$348K
4
PSP
4
Principal Street Partners
Tennessee
$261K
5
Millennium Management
5
Millennium Management
New York
$220K

Top Sellers

1
BPA
1
Beacon Pointe Advisors
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$247K
3
CIA
3
Capital Investment Advisors
Georgia
$645K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$266K
5
UBS Group
5
UBS Group
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACH
1
ArrowMark Colorado Holdings
Colorado
$4.1M 196,145 – –
Raymond James Financial
2
Raymond James Financial
Florida
$3.96M 188,570 +188,570 New
Stifel Financial
3
Stifel Financial
Missouri
$3.52M 167,707 +6,683 +4%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.74M 83,132 +2,305 +3%
BA
5
Bard Associates
Illinois
$904K 41,810 – –
RRA
6
Round Rock Advisors
Connecticut
$896K 42,700 +42,700 New
CIA
7
Capital Investment Advisors
Georgia
$645K 30,746 -5,000 -14%
OC
8
Oppenheimer & Co
New York
$502K 23,929 +1,655 +7%
EAM
9
Everstar Asset Management
North Carolina
$487K 23,198 +1,321 +6%
Citadel Advisors
10
Citadel Advisors
Florida
$452K 21,631 +5,119 +31%
FWP
11
Falcon Wealth Planning
California
$396K 18,862 +2,500 +15%
NWMP
12
Noble Wealth Management PBC
Colorado
$348K 16,599 +16,599 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$266K 12,681 -2,615 -17%
PSP
14
Principal Street Partners
Tennessee
$261K 12,455 +12,455 New
Morgan Stanley
15
Morgan Stanley
New York
$247K 11,778 -7,359 -38%
OA
16
Oxbow Advisors
Texas
$231K 10,990 – –
Millennium Management
17
Millennium Management
New York
$220K 10,542 +10,542 New
CCG
18
Catalina Capital Group
California
$217K 10,324 +14 +0.1%
MCM
19
MAI Capital Management
Ohio
$110K 5,250 +5,250 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$99K 4,731 – –
Bank of America
21
Bank of America
North Carolina
$95.5K 4,550 – –
TCOV
22
Trust Company of Vermont
Vermont
$57.7K 2,750 +2,750 New
UB
23
UMB Bank
Missouri
$56.7K 2,700 – –
CSC
24
Caldwell Sutter Capital
California
$31.3K 1,493 -248 -14%
PFA
25
Pathway Financial Advisers
Indiana
$15.7K 750 – –
1
2