ARM ARM HOLDINGS PLC /UK
Executive Summary
A significant institutional cluster in ARM shows 38 buyers accumulating $82.9M net versus 17 sellers reducing by $420.3M, creating a net selling imbalance of -$337.4M. The buying is dominated by active managers and quant funds (Citadel doubling its position to $65.4M, Invesco adding $10.5M), while the selling is concentrated in mega-passive and quant funds (D.E. Shaw near-exiting a $274.8M position, Macquarie near-exiting $69.8M, Voloridge fully exiting $34.2M). This divergence suggests a rotation from large systematic/quant players into active managers, potentially reflecting a thesis shift around ARM's AI/CPU licensing model.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$337.4M
▲ Buyers (38)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Citadel | DOUBLED | +1020.9% | $65.4M | $58.7M |
| Invesco | ADD | +35.4% | $67.4M | $10.5M |
| Nissay Asset Management Corp | DOUBLED | +488.5% | $7.5M | $6.1M |
| Mitsubishi Ufj Asset Managemen | DOUBLED | +130% | $6.9M | $3.5M |
▼ Sellers (17)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| D.E. Shaw | NEAR_EXIT | -77.9% | $340.7M | -$274.8M |
| Macquarie Group | NEAR_EXIT | -98.6% | $70.7M | -$69.8M |
| Voloridge Investment Managemen | EXIT | -100% | $34.2M | -$34.2M |
| Alliancebernstein | TRIM | -47.7% | $37.7M | -$20.4M |
Actionable Insight
The heavy selling by D.E. Shaw and Macquarie, both sophisticated quant/systematic players, contrasts with aggressive accumulation by Citadel and active managers. This split suggests uncertainty around ARM's near-term monetization path. Monitor upcoming earnings for licensing revenue growth and any guidance changes that could resolve the divergence. The 13F data is 45+ days stale; check for any subsequent insider selling or 8-K filings that may have already moved the stock.
Key Facts
- 38 institutional buyers added $82.9M net; 17 sellers reduced by $420.3M net
- Net selling imbalance of -$337.4M, driven by D.E. Shaw's $274.8M near-exit and Macquarie's $69.8M near-exit
- Citadel doubled its position (+1020.9% shares) to $65.4M, the largest buyer by dollar amount
- Invesco added $10.5M (+35.4% shares) to $67.4M, the largest passive buyer
- T. Rowe Price near-exited (-97.8% shares) a position worth $23K, and Voloridge fully exited $34.2M
- Active managers and quant funds dominate the buying side; mega-passive and quant funds dominate the selling side
Financial Impact
Net institutional selling of $337.4M in Q3 2024, with buyers adding $82.9M and sellers reducing $420.3M
Risk Factors
- D.E. Shaw's near-exit of a $274.8M position signals a major quant fund losing conviction
- Net selling imbalance of -$337.4M could indicate broader institutional de-risking ahead of a catalyst
- 13F data is stale (quarter-end); positions may have been unwound further since filing
Market Snapshot
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-ARM-2024-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 12, 2026
1d ago
|
Institutional Cluster
| $344.00 awaiting T+5 | awaiting T+5 | — | — |
|
Jun 4, 2026
8d ago
|
Insider Cluster
| $390.51 awaiting T+5 | awaiting T+5 | — | — |
|
May 26, 2026
17d ago
|
Insider Cluster
| $302.71 $402.71 | ▲ +33.03% | ▲ +31.83% | — |
|
May 26, 2026
17d ago
|
20-F
| $302.71 $402.71 | ▲ +33.03% | ▲ +31.83% | — |
|
May 22, 2026
21d ago
|
Insider Cluster
| $321.22 $408.85 | ▲ +27.28% | ▲ +26.20% | — |
|
May 21, 2026
22d ago
|
Insider Cluster
| $306.51 $408.85 | ▲ +33.39% | ▲ +31.71% | — |
|
May 20, 2026
23d ago
|
144
| $256.73 $302.71 | ▲ +17.91% | ▲ +16.67% | — |
|
May 19, 2026
24d ago
|
Insider Cluster
| $256.73 $335.27 | ▲ +30.59% | ▲ +28.79% | — |
|
Apr 22, 2026
7w ago
|
144
| $196.57 $197.52 | ▲ +0.48% | ▲ +0.43% | — |
|
Apr 21, 2026
7w ago
|
6-K
| $175.49 $198.65 | ▲ +13.20% | ▲ +12.11% | — |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access