ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

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Arrowstreet Capital, Limited Partnership is based out of Boston. Arrowstreet Capital, Limited Partnership is a hedge fund with 140 clients and discretionary assets under management (AUM) of $186,545,975,184 (Form ADV from 2022-03-30). Their last reported 13F filing for Q1 2022 included $80,050,265,000 in managed 13F securities and a top 10 holdings concentration of 21.16%. Arrowstreet Capital, Limited Partnership's largest holding is Microsoft Corp. with shares held of 17,310,026. Whalewisdom has at least 112 13F filings, and 9 13G filings

03/31/2022

13F Activity

  • Market Value $80.05 Billion
  • Prior Market Value $81.752 Billion
  • New Purchases254 stocks
  • Additional Purchases359 stocks
  • Sold out of516 stocks
  • Reduced holdings in527 stocks
  • Top 10 Holdings % 21.16 %
  • Turnover % [1]:66.90%
  • Turnover Alt % [2]: 29.10 %
  • Time Held Top20:3.25 quarters
  • Time Held Top10:2.00 quarters
  • Time Held All:9.14 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2022

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-05-16

Performance for Q1 2022: -11.0%
Performance Last 4 Quarters: -10.12%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

Global (ex. US) Holdings

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Stale Holdings (no activity in past 21-months or sold out)

Source: Refinitiv. Stale holdings data removed after 21-months of inactivity.

View Last Form Adv Compilation Report on Record

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
Classified as Hedge Fund
200 CLARENDON STREET, 30TH FLOOR
BOSTON MA    02116
Country: United States

Business Phone: 617-919-0000
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Limited Partnership
Organized in: MA
Number of employees: 365
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 31,218,400,000
Total Number of Clients: 140
Amount of client funds and securities by related persons: 21,115,700,000
Total Number of clients from related persons: 9
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

ownership team - last updated 2022-03-30
Name Title Start Date Direct/Indirect % Ownership
Kelley, Kimberly, Babbitt CHIEF COMPLIANCE OFFICER 01/01/2022 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF COMPLIANCE OFFICER direct 2022-01-01
ARROWSTREET CAPITAL GP LLC GENERAL PARTNER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP LIMITED PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MANAGER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SOLE MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2014-01-01
RYAN, ANTHONY CHIEF EXECUTIVE OFFICER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2012-09-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF EXECUTIVE OFFICER direct 2014-01-01
GRANTHAM MAYO VAN OTTERLOO & CO LLC MEMBER, MANAGEMENT COMMITTEE direct 2000-09-01 2002-03-22
GRANTHAM MAYO VAN OTTERLOO & CO LLC MEMBER; EXECUTIVE COMMITTEE direct 2000-09-01 2006-03-31
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF OPERATING OFFICER direct 2011-03-01 2013-06-19
RATHJENS, PETER CHIEF INVESTMENT OFFICER 06/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF INVESTMENT OFFICER direct 1999-06-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 2007-05-01 2009-02-06
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER indirect 2007-05-01 2014-01-10
BURNETT, ERIC, C. GENERAL COUNSEL 01/01/2022 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF COMPLIANCE OFFICER direct 2014-09-01
MANIAR GANDHI, NIRALI, A. CHIEF FINANCIAL OFFICER 06/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF FINANCIAL OFFICER direct 2013-06-01
ARROWSTREET CAPITAL HOLDING LLC LIMITED PARTNER 05/01/2007 Direct 75% or more
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP LIMITED PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MANAGER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SOLE MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2014-01-01
KYLE, ALBERT, SIDNEY MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 12/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2012-12-01
CROSSEN, HELEN MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 06/01/2021 Indirect Other
Fund Name Position direct/indirect start date end date
ANNALY MANAGEMENT COMPANY LLC MEMBER indirect 2019-11-01
FROMSON, SARAH, K. MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 06/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2018-06-01
VUOLTEENAHO, TUOMO, O. MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 09/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2012-09-01
VANCE, DEREK, ANDREW MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 04/01/2019 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2019-04-01
CAMPBELL, JOHN, YOUNG MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 05/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP DIRECTOR OF RESEARCH direct 1999-06-01 2011-08-03
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CO-DIRECTOR OF RESEARCH direct 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 1999-06-01 2016-07-12
DELONG, THOMAS, JAMES MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 09/01/2011 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2011-09-01
RATHJENS, PETER MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 05/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF INVESTMENT OFFICER direct 1999-06-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 2007-05-01 2009-02-06
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER indirect 2007-05-01 2014-01-10
RYAN, ANTHONY MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 09/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2012-09-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF EXECUTIVE OFFICER direct 2014-01-01
GRANTHAM MAYO VAN OTTERLOO & CO LLC MEMBER, MANAGEMENT COMMITTEE direct 2000-09-01 2002-03-22
GRANTHAM MAYO VAN OTTERLOO & CO LLC MEMBER; EXECUTIVE COMMITTEE direct 2000-09-01 2006-03-31
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF OPERATING OFFICER direct 2011-03-01 2013-06-19
CLARKE, BRUCE MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 05/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 2007-05-01 2009-02-06
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP PRESIDENT direct 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER indirect 2007-05-01 2014-01-10
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP EXECUTIVE CHAIRMAN direct 2014-01-01 2014-09-10
ARROWSTREET CAPITAL HOLDING LLC SOLE MEMBER ARROWSTREET GP LLC 05/01/2007 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP LIMITED PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MANAGER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SOLE MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2014-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ARROWSTREET INTERNATIONAL EQUITY - ALPHA EXTENSION FUND II, A SUB FUND OF THE US GROUP TRUST United States 805-7159086322 Hedge Fund 1,062,173,828 10,000,000
ARROWSTREET INTERNATIONAL EQUITY - ALPHA EXTENSION FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-8761441202 Hedge Fund 2,429,123,339 10,000,000
ARROWSTREET CAPITAL GLOBAL EQUITY ALPHA EXTENSION FUND LIMITED Cayman Islands 805-3793820349 Hedge Fund 2,549,180,891 10,000,000 Master Fund
ARROWSTREET ACWI ALPHA EXTENSION COMMON VALUES TRUST FUND United States 805-2275238768 Hedge Fund 1,495,338,705 10,000,000
ARROWSTREET INVESTMENT TRUST - ARROWSTREET INTERNATIONAL EQUITY EAFE TRUST FUND United States 805-9113394450 Hedge Fund 519,245,897 10,000,000
ARROWSTREET CAPITAL GLOBAL ALL COUNTRY ALPHA EXTENSION FUND (CAYMAN) LIMITED Cayman Islands 805-7047146544 Hedge Fund 9,169,211,247 10,000,000
ARROWSTREET US EQUITY ALPHA EXTENSION TRUST FUND, A SUB-FUND OF THE ARROWSTREET INVESTMENT TRUST United States 805-3722129497 Hedge Fund 414,426,124 10,000,000
ARROWSTREET ACWI ALPHA EXTENSION FUND III (CAYMAN) LIMITED Cayman Islands 805-7905838510 Hedge Fund 2,990,039,383 10,000,000
ARROWSTREET INVESTMENT TRUST - ARROWSTREET INTERNATIONAL EQUITY ACWI EX US TRUST FUND United States 805-2662641630 Hedge Fund 4,163,870,778 10,000,000
ARROWSTREET US SMALL CAP EQUITY ALPHA EXTENSION TRUST FUND, A SUB-FUND OF THE ARROWSTREET INVESTMENT TRUST United States 805-1456084666 Hedge Fund 298,348,606 10,000,000
ARROWSTREET GLOBAL EQUITY - SMALL CAP FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-6266393921 Hedge Fund 0 10,000,000
ARROWSTREET (DELAWARE) ALPHA EXTENSION FUND L.P. United States 805-6403150663 Hedge Fund 3,989,905,134 10,000,000
ARROWSTREET EMERGING MARKET TRUST FUND United States 805-9237644312 Hedge Fund 1,306,279,958 10,000,000
ARROWSTREET WORLD SMALL CAP EQUITY ALPHA EXTENSION FUND (CAYMAN) LIMITED Cayman Islands 805-9429591961 Hedge Fund 1,522,210,158 10,000,000
ARROWSTREET (EMK) ALPHA EXTENSION FUND L.P. United States 805-6366900813 Hedge Fund 1,790,622,198 10,000,000
ARROWSTREET INTERNATIONAL EQUITY - ACWI EX US FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-3819463409 Hedge Fund 4,997,508,992 10,000,000
ARROWSTREET EMERGING MARKET ALPHA EXTENSION TRUST FUND, A SUB-FUND OF ARROWSTREET INVESTMENT TRUST United States 805-4225823951 Hedge Fund 1,975,528,347 10,000,000
ARROWSTREET CAPITAL ESG GLOBAL EQUITY LONG/SHORT FUND LIMITED Cayman Islands 805-8945086561 Hedge Fund 429,759,174 5,000,000 Master Fund
ARROWSTREET INVESTMENT TRUST - ARROWSTREET ACWI EX US ALPHA EXTENSION TRUST FUND U United States 805-9486230991 Hedge Fund 1,559,800,653 10,000,000
ARROWSTREET INTERNATIONAL EQUITY - EAFE ALPHA EXTENSION FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-3863533715 Hedge Fund 1,052,854,022 10,000,000
ARROWSTREET EAFE ALPHA EXTENSION TRUST FUND, A SUB-FUND OF ARROWSTREET INVESTMENT TRUST United States 805-2554072172 Hedge Fund 741,915,673 10,000,000
ARROWSTREET GLOBAL MINIMUM VOLATILITY ALPHA EXTENSION TRUST FUND, A SUB-FUND OF ARROWSTREET INVESTMENT TRUST United States 805-1244524249 Hedge Fund 288,770,050 10,000,000
ARROWSTREET ACWI ALPHA EXTENSION FUND V (CAYMAN) LIMITED Cayman Islands 805-5401626901 Hedge Fund 1,916,421,998 10,000,000
ARROWSTREET GLOBAL EQUITY - ALPHA EXTENSION FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-1448192121 Hedge Fund 16,432,805,390 10,000,000
ARROWSTREET ACWI REDUCED CARBON ALPHA EXTENSION TRUST FUND United States 805-2278608385 Hedge Fund 157,426,331 10,000,000
ARROWSTREET GLOBAL MINIMUM VOLATILITY ESG ALPHA EXTENSION TRUST FUND United States 805-1132225968 Hedge Fund 448,618,089 10,000,000
ARROWSTREET CAPITAL GLOBAL EQUITY LONG/SHORT FUND LIMITED Cayman Islands 805-2758585051 Hedge Fund 3,325,185,605 5,000,000 Master Fund
ARROWSTREET INVESTMENT TRUST - ARROWSTREET INTERNATIONAL EQUITY ACWI EX US ALPHA EXTENSION TRUST FUND United States 805-9890034064 Hedge Fund 528,233,589 10,000,000
ARROWSTREET INVESTMENT TRUST - ARROWSTREET GLOBAL EQUITY ACWI TRUST FUND United States 805-3492400053 Hedge Fund 729,603,436 10,000,000
ARROWSTREET US EQUITY TRUST FUND United States 805-4729228572 Hedge Fund 50,099,694 10,000,000

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

ownership team - last updated 2021-11-10
Name Title Start Date Direct/Indirect % Ownership
ARROWSTREET CAPITAL HOLDING LLC LIMITED PARTNER 05/01/2007 Direct 75% or more
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP LIMITED PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MANAGER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SOLE MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2014-01-01
ARROWSTREET CAPITAL GP LLC GENERAL PARTNER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP LIMITED PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MANAGER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SOLE MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2014-01-01
RYAN, ANTHONY CHIEF EXECUTIVE OFFICER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2012-09-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF EXECUTIVE OFFICER direct 2014-01-01
GRANTHAM MAYO VAN OTTERLOO & CO LLC MEMBER, MANAGEMENT COMMITTEE direct 2000-09-01 2002-03-22
GRANTHAM MAYO VAN OTTERLOO & CO LLC MEMBER; EXECUTIVE COMMITTEE direct 2000-09-01 2006-03-31
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF OPERATING OFFICER direct 2011-03-01 2013-06-19
RATHJENS, PETER CHIEF INVESTMENT OFFICER 06/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF INVESTMENT OFFICER direct 1999-06-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 2007-05-01 2009-02-06
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER indirect 2007-05-01 2014-01-10
MANIAR GANDHI, NIRALI, A. CHIEF FINANCIAL OFFICER 06/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF FINANCIAL OFFICER direct 2013-06-01
BURNETT, ERIC, C. CHIEF COMPLIANCE OFFICER 09/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF COMPLIANCE OFFICER direct 2014-09-01
ARROWSTREET CAPITAL HOLDING LLC SOLE MEMBER ARROWSTREET GP LLC 05/01/2007 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP LIMITED PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MANAGER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SOLE MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2014-01-01
CLARKE, BRUCE MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 05/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 2007-05-01 2009-02-06
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP PRESIDENT direct 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER indirect 2007-05-01 2014-01-10
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP EXECUTIVE CHAIRMAN direct 2014-01-01 2014-09-10
RYAN, ANTHONY MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 09/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2012-09-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF EXECUTIVE OFFICER direct 2014-01-01
GRANTHAM MAYO VAN OTTERLOO & CO LLC MEMBER, MANAGEMENT COMMITTEE direct 2000-09-01 2002-03-22
GRANTHAM MAYO VAN OTTERLOO & CO LLC MEMBER; EXECUTIVE COMMITTEE direct 2000-09-01 2006-03-31
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF OPERATING OFFICER direct 2011-03-01 2013-06-19
RATHJENS, PETER MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 05/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF INVESTMENT OFFICER direct 1999-06-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 2007-05-01 2009-02-06
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER indirect 2007-05-01 2014-01-10
DELONG, THOMAS, JAMES MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 09/01/2011 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2011-09-01
KYLE, ALBERT, SIDNEY MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 12/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2012-12-01
CAMPBELL, JOHN, YOUNG MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 05/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP DIRECTOR OF RESEARCH direct 1999-06-01 2011-08-03
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CO-DIRECTOR OF RESEARCH direct 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 1999-06-01 2016-07-12
VANCE, DEREK, ANDREW MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 04/01/2019 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2019-04-01
VUOLTEENAHO, TUOMO, O. MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 09/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2012-09-01
FROMSON, SARAH, K. MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 06/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2018-06-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ARROWSTREET ACWI ALPHA EXTENSION COMMON VALUES TRUST FUND United States 805-2275238768 Hedge Fund 1,262,369,304 10,000,000
ARROWSTREET ACWI ALPHA EXTENSION FUND III (CAYMAN) LIMITED Cayman Islands 805-7905838510 Hedge Fund 2,255,576,668 10,000,000
ARROWSTREET INVESTMENT TRUST - ARROWSTREET INTERNATIONAL EQUITY ACWI EX US TRUST FUND United States 805-2662641630 Hedge Fund 3,446,318,320 10,000,000
ARROWSTREET INVESTMENT TRUST - ARROWSTREET INTERNATIONAL EQUITY EAFE TRUST FUND United States 805-9113394450 Hedge Fund 474,237,521 10,000,000
ARROWSTREET CAPITAL GLOBAL ALL COUNTRY ALPHA EXTENSION FUND (CAYMAN) LIMITED Cayman Islands 805-7047146544 Hedge Fund 9,169,211,247 10,000,000
ARROWSTREET US EQUITY ALPHA EXTENSION TRUST FUND, A SUB-FUND OF THE ARROWSTREET INVESTMENT TRUST United States 805-3722129497 Hedge Fund 518,933,817 10,000,000
ARROWSTREET US SMALL CAP EQUITY ALPHA EXTENSION TRUST FUND, A SUB-FUND OF THE ARROWSTREET INVESTMENT TRUST United States 805-1456084666 Hedge Fund 440,846,180 10,000,000
ARROWSTREET (DELAWARE) ALPHA EXTENSION FUND L.P. United States 805-6403150663 Hedge Fund 3,265,120,360 10,000,000
ARROWSTREET EMERGING MARKET TRUST FUND United States 805-9237644312 Hedge Fund 58,881,261 10,000,000
ARROWSTREET WORLD SMALL CAP EQUITY ALPHA EXTENSION FUND (CAYMAN) LIMITED Cayman Islands 805-9429591961 Hedge Fund 1,269,399,607 10,000,000
ARROWSTREET (EMK) ALPHA EXTENSION FUND L.P. United States 805-6366900813 Hedge Fund 1,030,484,523 10,000,000
ARROWSTREET INTERNATIONAL EQUITY - ACWI EX US FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-3819463409 Hedge Fund 5,066,332,494 10,000,000
ARROWSTREET EMERGING MARKET ALPHA EXTENSION TRUST FUND, A SUB-FUND OF ARROWSTREET INVESTMENT TRUST United States 805-4225823951 Hedge Fund 626,411,136 10,000,000
ARROWSTREET CAPITAL ESG GLOBAL EQUITY LONG/SHORT FUND LIMITED Cayman Islands 805-8945086561 Hedge Fund 326,402,887 5,000,000 Master Fund
ARROWSTREET INVESTMENT TRUST - ARROWSTREET ACWI EX US ALPHA EXTENSION TRUST FUND U United States 805-9486230991 Hedge Fund 1,276,119,586 10,000,000
ARROWSTREET INTERNATIONAL EQUITY - EAFE ALPHA EXTENSION FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-3863533715 Hedge Fund 891,376,750 10,000,000
ARROWSTREET EAFE ALPHA EXTENSION TRUST FUND, A SUB-FUND OF ARROWSTREET INVESTMENT TRUST United States 805-2554072172 Hedge Fund 561,526,851 10,000,000
ARROWSTREET GLOBAL MINIMUM VOLATILITY ALPHA EXTENSION TRUST FUND, A SUB-FUND OF ARROWSTREET INVESTMENT TRUST United States 805-1244524249 Hedge Fund 586,521,564 10,000,000
ARROWSTREET CAPITAL GLOBAL EQUITY ALPHA EXTENSION FUND LIMITED Cayman Islands 805-3793820349 Hedge Fund 2,549,180,891 10,000,000 Master Fund
ARROWSTREET GLOBAL EQUITY - SMALL CAP FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-6266393921 Hedge Fund 0 10,000,000
ARROWSTREET CAPITAL GLOBAL EQUITY LONG/SHORT FUND LIMITED Cayman Islands 805-2758585051 Hedge Fund 3,325,185,605 5,000,000 Master Fund
ARROWSTREET INVESTMENT TRUST - ARROWSTREET INTERNATIONAL EQUITY ACWI EX US ALPHA EXTENSION TRUST FUND United States 805-9890034064 Hedge Fund 528,233,589 10,000,000
ARROWSTREET INVESTMENT TRUST - ARROWSTREET GLOBAL EQUITY ACWI TRUST FUND United States 805-3492400053 Hedge Fund 729,603,436 10,000,000
ARROWSTREET INTERNATIONAL EQUITY - ALPHA EXTENSION FUND II, A SUB FUND OF THE US GROUP TRUST United States 805-7159086322 Hedge Fund 907,071,360 10,000,000
ARROWSTREET INTERNATIONAL EQUITY - ALPHA EXTENSION FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-8761441202 Hedge Fund 2,045,595,226 10,000,000
ARROWSTREET ACWI ALPHA EXTENSION FUND V (CAYMAN) LIMITED Cayman Islands 805-5401626901 Hedge Fund 868,780,747 10,000,000
ARROWSTREET GLOBAL EQUITY - ALPHA EXTENSION FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-1448192121 Hedge Fund 17,953,114,040 10,000,000
ARROWSTREET ACWI REDUCED CARBON ALPHA EXTENSION TRUST FUND United States 805-2278608385 Hedge Fund 106,944,912 10,000,000
ARROWSTREET GLOBAL MINIMUM VOLATILITY ESG ALPHA EXTENSION TRUST FUND United States 805-1132225968 Hedge Fund 438,591,442 10,000,000

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

ownership team - last updated 2021-07-22
Name Title Start Date Direct/Indirect % Ownership
ARROWSTREET CAPITAL HOLDING LLC LIMITED PARTNER 05/01/2007 Direct 75% or more
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP LIMITED PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MANAGER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SOLE MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2014-01-01
ARROWSTREET CAPITAL GP LLC GENERAL PARTNER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP LIMITED PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MANAGER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SOLE MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2014-01-01
RYAN, ANTHONY CHIEF EXECUTIVE OFFICER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2012-09-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF EXECUTIVE OFFICER direct 2014-01-01
GRANTHAM MAYO VAN OTTERLOO & CO LLC MEMBER, MANAGEMENT COMMITTEE direct 2000-09-01 2002-03-22
GRANTHAM MAYO VAN OTTERLOO & CO LLC MEMBER; EXECUTIVE COMMITTEE direct 2000-09-01 2006-03-31
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF OPERATING OFFICER direct 2011-03-01 2013-06-19
RATHJENS, PETER CHIEF INVESTMENT OFFICER 06/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF INVESTMENT OFFICER direct 1999-06-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 2007-05-01 2009-02-06
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER indirect 2007-05-01 2014-01-10
MANIAR GANDHI, NIRALI, A. CHIEF FINANCIAL OFFICER 06/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF FINANCIAL OFFICER direct 2013-06-01
BURNETT, ERIC, C. CHIEF COMPLIANCE OFFICER 09/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF COMPLIANCE OFFICER direct 2014-09-01
ARROWSTREET CAPITAL HOLDING LLC SOLE MEMBER ARROWSTREET GP LLC 05/01/2007 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP LIMITED PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MANAGER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SOLE MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2014-01-01
CLARKE, BRUCE MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 05/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 2007-05-01 2009-02-06
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP PRESIDENT direct 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER indirect 2007-05-01 2014-01-10
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP EXECUTIVE CHAIRMAN direct 2014-01-01 2014-09-10
RYAN, ANTHONY MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 09/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2012-09-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF EXECUTIVE OFFICER direct 2014-01-01
GRANTHAM MAYO VAN OTTERLOO & CO LLC MEMBER, MANAGEMENT COMMITTEE direct 2000-09-01 2002-03-22
GRANTHAM MAYO VAN OTTERLOO & CO LLC MEMBER; EXECUTIVE COMMITTEE direct 2000-09-01 2006-03-31
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF OPERATING OFFICER direct 2011-03-01 2013-06-19
RATHJENS, PETER MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 05/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF INVESTMENT OFFICER direct 1999-06-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 2007-05-01 2009-02-06
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER indirect 2007-05-01 2014-01-10
DELONG, THOMAS, JAMES MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 09/01/2011 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2011-09-01
KYLE, ALBERT, SIDNEY MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 12/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2012-12-01
CAMPBELL, JOHN, YOUNG MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 05/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP DIRECTOR OF RESEARCH direct 1999-06-01 2011-08-03
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CO-DIRECTOR OF RESEARCH direct 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 1999-06-01 2016-07-12
VANCE, DEREK, ANDREW MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 04/01/2019 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2019-04-01
VUOLTEENAHO, TUOMO, O. MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 09/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2012-09-01
FROMSON, SARAH, K. MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 06/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2018-06-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ARROWSTREET ACWI ALPHA EXTENSION FUND III (CAYMAN) LIMITED Cayman Islands 805-7905838510 Hedge Fund 2,255,576,668 10,000,000
ARROWSTREET INVESTMENT TRUST - ARROWSTREET INTERNATIONAL EQUITY ACWI EX US TRUST FUND United States 805-2662641630 Hedge Fund 3,446,318,320 10,000,000
ARROWSTREET INVESTMENT TRUST - ARROWSTREET INTERNATIONAL EQUITY EAFE TRUST FUND United States 805-9113394450 Hedge Fund 474,237,521 10,000,000
ARROWSTREET CAPITAL GLOBAL ALL COUNTRY ALPHA EXTENSION FUND (CAYMAN) LIMITED Cayman Islands 805-7047146544 Hedge Fund 9,169,211,247 10,000,000
ARROWSTREET US EQUITY ALPHA EXTENSION TRUST FUND, A SUB-FUND OF THE ARROWSTREET INVESTMENT TRUST United States 805-3722129497 Hedge Fund 518,933,817 10,000,000
ARROWSTREET US SMALL CAP EQUITY ALPHA EXTENSION TRUST FUND, A SUB-FUND OF THE ARROWSTREET INVESTMENT TRUST United States 805-1456084666 Hedge Fund 440,846,180 10,000,000
ARROWSTREET (DELAWARE) ALPHA EXTENSION FUND L.P. United States 805-6403150663 Hedge Fund 3,265,120,360 10,000,000
ARROWSTREET EMERGING MARKET TRUST FUND United States 805-9237644312 Hedge Fund 58,881,261 10,000,000
ARROWSTREET WORLD SMALL CAP EQUITY ALPHA EXTENSION FUND (CAYMAN) LIMITED Cayman Islands 805-9429591961 Hedge Fund 1,269,399,607 10,000,000
ARROWSTREET (EMK) ALPHA EXTENSION FUND L.P. United States 805-6366900813 Hedge Fund 1,030,484,523 10,000,000
ARROWSTREET INTERNATIONAL EQUITY - ACWI EX US FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-3819463409 Hedge Fund 5,066,332,494 10,000,000
ARROWSTREET EMERGING MARKET ALPHA EXTENSION TRUST FUND, A SUB-FUND OF ARROWSTREET INVESTMENT TRUST United States 805-4225823951 Hedge Fund 626,411,136 10,000,000
ARROWSTREET CAPITAL ESG GLOBAL EQUITY LONG/SHORT FUND LIMITED Cayman Islands 805-8945086561 Hedge Fund 326,402,887 5,000,000 Master Fund
ARROWSTREET INVESTMENT TRUST - ARROWSTREET ACWI EX US ALPHA EXTENSION TRUST FUND U United States 805-9486230991 Hedge Fund 1,276,119,586 10,000,000
ARROWSTREET INTERNATIONAL EQUITY - EAFE ALPHA EXTENSION FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-3863533715 Hedge Fund 891,376,750 10,000,000
ARROWSTREET EAFE ALPHA EXTENSION TRUST FUND, A SUB-FUND OF ARROWSTREET INVESTMENT TRUST United States 805-2554072172 Hedge Fund 561,526,851 10,000,000
ARROWSTREET GLOBAL MINIMUM VOLATILITY ALPHA EXTENSION TRUST FUND, A SUB-FUND OF ARROWSTREET INVESTMENT TRUST United States 805-1244524249 Hedge Fund 586,521,564 10,000,000
ARROWSTREET CAPITAL GLOBAL EQUITY ALPHA EXTENSION FUND LIMITED Cayman Islands 805-3793820349 Hedge Fund 2,549,180,891 10,000,000 Master Fund
ARROWSTREET GLOBAL EQUITY - SMALL CAP FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-6266393921 Hedge Fund 0 10,000,000
ARROWSTREET CAPITAL GLOBAL EQUITY LONG/SHORT FUND LIMITED Cayman Islands 805-2758585051 Hedge Fund 3,325,185,605 5,000,000 Master Fund
ARROWSTREET INVESTMENT TRUST - ARROWSTREET INTERNATIONAL EQUITY ACWI EX US ALPHA EXTENSION TRUST FUND United States 805-9890034064 Hedge Fund 528,233,589 10,000,000
ARROWSTREET INVESTMENT TRUST - ARROWSTREET GLOBAL EQUITY ACWI TRUST FUND United States 805-3492400053 Hedge Fund 729,603,436 10,000,000
ARROWSTREET INTERNATIONAL EQUITY - ALPHA EXTENSION FUND II, A SUB FUND OF THE US GROUP TRUST United States 805-7159086322 Hedge Fund 907,071,360 10,000,000
ARROWSTREET INTERNATIONAL EQUITY - ALPHA EXTENSION FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-8761441202 Hedge Fund 2,045,595,226 10,000,000
ARROWSTREET ACWI ALPHA EXTENSION FUND V (CAYMAN) LIMITED Cayman Islands 805-5401626901 Hedge Fund 868,780,747 10,000,000
ARROWSTREET GLOBAL EQUITY - ALPHA EXTENSION FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-1448192121 Hedge Fund 17,953,114,040 10,000,000
ARROWSTREET ACWI REDUCED CARBON ALPHA EXTENSION TRUST FUND United States 805-2278608385 Hedge Fund 106,944,912 10,000,000

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

ownership team - last updated 2021-05-13
Name Title Start Date Direct/Indirect % Ownership
ARROWSTREET CAPITAL HOLDING LLC LIMITED PARTNER 05/01/2007 Direct 75% or more
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP LIMITED PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MANAGER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SOLE MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2014-01-01
ARROWSTREET CAPITAL GP LLC GENERAL PARTNER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP LIMITED PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MANAGER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SOLE MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2014-01-01
RYAN, ANTHONY CHIEF EXECUTIVE OFFICER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2012-09-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF EXECUTIVE OFFICER direct 2014-01-01
GRANTHAM MAYO VAN OTTERLOO & CO LLC MEMBER, MANAGEMENT COMMITTEE direct 2000-09-01 2002-03-22
GRANTHAM MAYO VAN OTTERLOO & CO LLC MEMBER; EXECUTIVE COMMITTEE direct 2000-09-01 2006-03-31
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF OPERATING OFFICER direct 2011-03-01 2013-06-19
RATHJENS, PETER CHIEF INVESTMENT OFFICER 06/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF INVESTMENT OFFICER direct 1999-06-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 2007-05-01 2009-02-06
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER indirect 2007-05-01 2014-01-10
MANIAR GANDHI, NIRALI, A. CHIEF FINANCIAL OFFICER 06/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF FINANCIAL OFFICER direct 2013-06-01
BURNETT, ERIC, C. CHIEF COMPLIANCE OFFICER 09/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF COMPLIANCE OFFICER direct 2014-09-01
ARROWSTREET CAPITAL HOLDING LLC SOLE MEMBER ARROWSTREET GP LLC 05/01/2007 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP LIMITED PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MANAGER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SOLE MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2014-01-01
CLARKE, BRUCE MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 05/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 2007-05-01 2009-02-06
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP PRESIDENT direct 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER indirect 2007-05-01 2014-01-10
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP EXECUTIVE CHAIRMAN direct 2014-01-01 2014-09-10
RYAN, ANTHONY MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 09/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2012-09-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF EXECUTIVE OFFICER direct 2014-01-01
GRANTHAM MAYO VAN OTTERLOO & CO LLC MEMBER, MANAGEMENT COMMITTEE direct 2000-09-01 2002-03-22
GRANTHAM MAYO VAN OTTERLOO & CO LLC MEMBER; EXECUTIVE COMMITTEE direct 2000-09-01 2006-03-31
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF OPERATING OFFICER direct 2011-03-01 2013-06-19
RATHJENS, PETER MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 05/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF INVESTMENT OFFICER direct 1999-06-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 2007-05-01 2009-02-06
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER indirect 2007-05-01 2014-01-10
DELONG, THOMAS, JAMES MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 09/01/2011 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2011-09-01
KYLE, ALBERT, SIDNEY MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 12/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2012-12-01
CAMPBELL, JOHN, YOUNG MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 05/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP DIRECTOR OF RESEARCH direct 1999-06-01 2011-08-03
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CO-DIRECTOR OF RESEARCH direct 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 1999-06-01 2016-07-12
VANCE, DEREK, ANDREW MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 04/01/2019 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2019-04-01
VUOLTEENAHO, TUOMO, O. MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 09/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2012-09-01
FROMSON, SARAH, K. MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 06/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2018-06-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ARROWSTREET EMERGING MARKET TRUST FUND United States 805-9237644312 Hedge Fund 58,881,261 10,000,000
ARROWSTREET WORLD SMALL CAP EQUITY ALPHA EXTENSION FUND (CAYMAN) LIMITED Cayman Islands 805-9429591961 Hedge Fund 1,269,399,607 10,000,000
ARROWSTREET INTERNATIONAL EQUITY - ALPHA EXTENSION FUND II, A SUB FUND OF THE US GROUP TRUST United States 805-7159086322 Hedge Fund 907,071,360 10,000,000
ARROWSTREET INTERNATIONAL EQUITY - ALPHA EXTENSION FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-8761441202 Hedge Fund 2,045,595,226 10,000,000
ARROWSTREET ACWI ALPHA EXTENSION FUND V (CAYMAN) LIMITED Cayman Islands 805-5401626901 Hedge Fund 868,780,747 10,000,000
ARROWSTREET GLOBAL EQUITY - ALPHA EXTENSION FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-1448192121 Hedge Fund 17,953,114,040 10,000,000
ARROWSTREET (EMK) ALPHA EXTENSION FUND L.P. United States 805-6366900813 Hedge Fund 1,030,484,523 10,000,000
ARROWSTREET INTERNATIONAL EQUITY - ACWI EX US FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-3819463409 Hedge Fund 5,066,332,494 10,000,000
ARROWSTREET EMERGING MARKET ALPHA EXTENSION TRUST FUND, A SUB-FUND OF ARROWSTREET INVESTMENT TRUST United States 805-4225823951 Hedge Fund 626,411,136 10,000,000
ARROWSTREET CAPITAL ESG GLOBAL EQUITY LONG/SHORT FUND LIMITED Cayman Islands 805-8945086561 Hedge Fund 326,402,887 5,000,000 Master Fund
ARROWSTREET INVESTMENT TRUST - ARROWSTREET ACWI EX US ALPHA EXTENSION TRUST FUND U United States 805-9486230991 Hedge Fund 1,276,119,586 10,000,000
ARROWSTREET INTERNATIONAL EQUITY - EAFE ALPHA EXTENSION FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-3863533715 Hedge Fund 891,376,750 10,000,000
ARROWSTREET EAFE ALPHA EXTENSION TRUST FUND, A SUB-FUND OF ARROWSTREET INVESTMENT TRUST United States 805-2554072172 Hedge Fund 561,526,851 10,000,000
ARROWSTREET GLOBAL MINIMUM VOLATILITY ALPHA EXTENSION TRUST FUND, A SUB-FUND OF ARROWSTREET INVESTMENT TRUST United States 805-1244524249 Hedge Fund 586,521,564 10,000,000
ARROWSTREET CAPITAL GLOBAL EQUITY ALPHA EXTENSION FUND LIMITED Cayman Islands 805-3793820349 Hedge Fund 2,549,180,891 10,000,000 Master Fund
ARROWSTREET GLOBAL EQUITY - SMALL CAP FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-6266393921 Hedge Fund 0 10,000,000
ARROWSTREET CAPITAL GLOBAL EQUITY LONG/SHORT FUND LIMITED Cayman Islands 805-2758585051 Hedge Fund 3,325,185,605 5,000,000 Master Fund
ARROWSTREET INVESTMENT TRUST - ARROWSTREET INTERNATIONAL EQUITY ACWI EX US ALPHA EXTENSION TRUST FUND United States 805-9890034064 Hedge Fund 528,233,589 10,000,000
ARROWSTREET INVESTMENT TRUST - ARROWSTREET GLOBAL EQUITY ACWI TRUST FUND United States 805-3492400053 Hedge Fund 729,603,436 10,000,000
ARROWSTREET ACWI ALPHA EXTENSION FUND III (CAYMAN) LIMITED Cayman Islands 805-7905838510 Hedge Fund 2,255,576,668 10,000,000
ARROWSTREET INVESTMENT TRUST - ARROWSTREET INTERNATIONAL EQUITY ACWI EX US TRUST FUND United States 805-2662641630 Hedge Fund 3,446,318,320 10,000,000
ARROWSTREET INVESTMENT TRUST - ARROWSTREET INTERNATIONAL EQUITY EAFE TRUST FUND United States 805-9113394450 Hedge Fund 474,237,521 10,000,000
ARROWSTREET CAPITAL GLOBAL ALL COUNTRY ALPHA EXTENSION FUND (CAYMAN) LIMITED Cayman Islands 805-7047146544 Hedge Fund 9,169,211,247 10,000,000
ARROWSTREET US EQUITY ALPHA EXTENSION TRUST FUND, A SUB-FUND OF THE ARROWSTREET INVESTMENT TRUST United States 805-3722129497 Hedge Fund 518,933,817 10,000,000
ARROWSTREET US SMALL CAP EQUITY ALPHA EXTENSION TRUST FUND, A SUB-FUND OF THE ARROWSTREET INVESTMENT TRUST United States 805-1456084666 Hedge Fund 440,846,180 10,000,000
ARROWSTREET (DELAWARE) ALPHA EXTENSION FUND L.P. United States 805-6403150663 Hedge Fund 3,265,120,360 10,000,000

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

ownership team - last updated 2021-03-30
Name Title Start Date Direct/Indirect % Ownership
ARROWSTREET CAPITAL HOLDING LLC LIMITED PARTNER 05/01/2007 Direct 75% or more
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP LIMITED PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MANAGER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SOLE MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2014-01-01
ARROWSTREET CAPITAL GP LLC GENERAL PARTNER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP LIMITED PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MANAGER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SOLE MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2014-01-01
RYAN, ANTHONY CHIEF EXECUTIVE OFFICER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2012-09-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF EXECUTIVE OFFICER direct 2014-01-01
GRANTHAM MAYO VAN OTTERLOO & CO LLC MEMBER, MANAGEMENT COMMITTEE direct 2000-09-01 2002-03-22
GRANTHAM MAYO VAN OTTERLOO & CO LLC MEMBER; EXECUTIVE COMMITTEE direct 2000-09-01 2006-03-31
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF OPERATING OFFICER direct 2011-03-01 2013-06-19
RATHJENS, PETER CHIEF INVESTMENT OFFICER 06/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF INVESTMENT OFFICER direct 1999-06-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 2007-05-01 2009-02-06
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER indirect 2007-05-01 2014-01-10
MANIAR GANDHI, NIRALI, A. CHIEF FINANCIAL OFFICER 06/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF FINANCIAL OFFICER direct 2013-06-01
BURNETT, ERIC, C. CHIEF COMPLIANCE OFFICER 09/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF COMPLIANCE OFFICER direct 2014-09-01
ARROWSTREET CAPITAL HOLDING LLC SOLE MEMBER ARROWSTREET GP LLC 05/01/2007 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP LIMITED PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MANAGER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SOLE MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2014-01-01
CLARKE, BRUCE MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 05/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 2007-05-01 2009-02-06
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP PRESIDENT direct 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER indirect 2007-05-01 2014-01-10
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP EXECUTIVE CHAIRMAN direct 2014-01-01 2014-09-10
RYAN, ANTHONY MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 09/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2012-09-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF EXECUTIVE OFFICER direct 2014-01-01
GRANTHAM MAYO VAN OTTERLOO & CO LLC MEMBER, MANAGEMENT COMMITTEE direct 2000-09-01 2002-03-22
GRANTHAM MAYO VAN OTTERLOO & CO LLC MEMBER; EXECUTIVE COMMITTEE direct 2000-09-01 2006-03-31
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF OPERATING OFFICER direct 2011-03-01 2013-06-19
RATHJENS, PETER MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 05/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF INVESTMENT OFFICER direct 1999-06-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 2007-05-01 2009-02-06
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER indirect 2007-05-01 2014-01-10
DELONG, THOMAS, JAMES MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 09/01/2011 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2011-09-01
KYLE, ALBERT, SIDNEY MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 12/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2012-12-01
CAMPBELL, JOHN, YOUNG MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 05/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP DIRECTOR OF RESEARCH direct 1999-06-01 2011-08-03
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CO-DIRECTOR OF RESEARCH direct 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 1999-06-01 2016-07-12
VANCE, DEREK, ANDREW MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 04/01/2019 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2019-04-01
VUOLTEENAHO, TUOMO, O. MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 09/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2012-09-01
FROMSON, SARAH, K. MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 06/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2018-06-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ARROWSTREET ACWI ALPHA EXTENSION FUND V (CAYMAN) LIMITED Cayman Islands 805-5401626901 Hedge Fund 868,780,747 10,000,000
ARROWSTREET EMERGING MARKET ALPHA EXTENSION TRUST FUND, A SUB-FUND OF ARROWSTREET INVESTMENT TRUST United States 805-4225823951 Hedge Fund 626,411,136 10,000,000
ARROWSTREET CAPITAL ESG GLOBAL EQUITY LONG/SHORT FUND LIMITED Cayman Islands 805-8945086561 Hedge Fund 326,402,887 5,000,000 Master Fund
ARROWSTREET INVESTMENT TRUST - ARROWSTREET ACWI EX US ALPHA EXTENSION TRUST FUND U United States 805-9486230991 Hedge Fund 1,276,119,586 10,000,000
ARROWSTREET GLOBAL EQUITY - ALPHA EXTENSION FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-1448192121 Hedge Fund 17,953,114,040 10,000,000
ARROWSTREET (EMK) ALPHA EXTENSION FUND L.P. United States 805-6366900813 Hedge Fund 1,030,484,523 10,000,000
ARROWSTREET INTERNATIONAL EQUITY - ACWI EX US FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-3819463409 Hedge Fund 5,066,332,494 10,000,000
ARROWSTREET ACWI ALPHA EXTENSION FUND III (CAYMAN) LIMITED Cayman Islands 805-7905838510 Hedge Fund 2,255,576,668 10,000,000
ARROWSTREET WORLD SMALL CAP EQUITY ALPHA EXTENSION FUND (CAYMAN) LIMITED Cayman Islands 805-9429591961 Hedge Fund 1,269,399,607 10,000,000
ARROWSTREET INTERNATIONAL EQUITY - ALPHA EXTENSION FUND II, A SUB FUND OF THE US GROUP TRUST United States 805-7159086322 Hedge Fund 907,071,360 10,000,000
ARROWSTREET INTERNATIONAL EQUITY - ALPHA EXTENSION FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-8761441202 Hedge Fund 2,045,595,226 10,000,000
ARROWSTREET EAFE ALPHA EXTENSION TRUST FUND, A SUB-FUND OF ARROWSTREET INVESTMENT TRUST United States 805-2554072172 Hedge Fund 561,526,851 10,000,000
ARROWSTREET GLOBAL MINIMUM VOLATILITY ALPHA EXTENSION TRUST FUND, A SUB-FUND OF ARROWSTREET INVESTMENT TRUST United States 805-1244524249 Hedge Fund 586,521,564 10,000,000
ARROWSTREET CAPITAL GLOBAL EQUITY ALPHA EXTENSION FUND LIMITED Cayman Islands 805-3793820349 Hedge Fund 2,549,180,891 10,000,000
ARROWSTREET INTERNATIONAL EQUITY - EAFE ALPHA EXTENSION FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-3863533715 Hedge Fund 891,376,750 10,000,000
ARROWSTREET GLOBAL EQUITY - SMALL CAP FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-6266393921 Hedge Fund 0 10,000,000
ARROWSTREET CAPITAL GLOBAL EQUITY LONG/SHORT FUND LIMITED Cayman Islands 805-2758585051 Hedge Fund 3,325,185,605 5,000,000 Master Fund
ARROWSTREET INVESTMENT TRUST - ARROWSTREET INTERNATIONAL EQUITY ACWI EX US ALPHA EXTENSION TRUST FUND United States 805-9890034064 Hedge Fund 528,233,589 10,000,000
ARROWSTREET INVESTMENT TRUST - ARROWSTREET GLOBAL EQUITY ACWI TRUST FUND United States 805-3492400053 Hedge Fund 729,603,436 10,000,000
ARROWSTREET INVESTMENT TRUST - ARROWSTREET INTERNATIONAL EQUITY ACWI EX US TRUST FUND United States 805-2662641630 Hedge Fund 3,446,318,320 10,000,000
ARROWSTREET INVESTMENT TRUST - ARROWSTREET INTERNATIONAL EQUITY EAFE TRUST FUND United States 805-9113394450 Hedge Fund 474,237,521 10,000,000
ARROWSTREET CAPITAL GLOBAL ALL COUNTRY ALPHA EXTENSION FUND (CAYMAN) LIMITED Cayman Islands 805-7047146544 Hedge Fund 9,169,211,247 10,000,000
ARROWSTREET US EQUITY ALPHA EXTENSION TRUST FUND, A SUB-FUND OF THE ARROWSTREET INVESTMENT TRUST United States 805-3722129497 Hedge Fund 518,933,817 10,000,000
ARROWSTREET US SMALL CAP EQUITY ALPHA EXTENSION TRUST FUND, A SUB-FUND OF THE ARROWSTREET INVESTMENT TRUST United States 805-1456084666 Hedge Fund 440,846,180 10,000,000

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

ownership team - last updated 2020-03-29
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ARROWSTREET ACWI ALPHA EXTENSION FUND V (CAYMAN) LIMITED Cayman Islands 805-5401626901 Hedge Fund 0 10,000,000
ARROWSTREET EMERGING MARKET ALPHA EXTENSION TRUST FUND United States 805-4225823951 Hedge Fund 102,004,302 10,000,000
ARROWSTREET CAPITAL ESG GLOBAL EQUITY LONG/SHORT FUND LIMITED Cayman Islands 805-8945086561 Hedge Fund 98,373,544 5,000,000 Master Fund
ARROWSTREET INVESTMENT TRUST - ARROWSTREET ACWI EX US ALPHA EXTENSION TRUST FUND U United States 805-9486230991 Hedge Fund 835,983,758 10,000,000
ARROWSTREET GLOBAL EQUITY - ALPHA EXTENSION FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-1448192121 Hedge Fund 8,132,632,382 10,000,000
ARROWSTREET INTERNATIONAL EQUITY - ACWI EX US FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-3819463409 Hedge Fund 4,229,443,023 10,000,000
ARROWSTREET ACWI ALPHA EXTENSION FUND III (CAYMAN) LIMITED Cayman Islands 805-7905838510 Hedge Fund 1,246,896,306 10,000,000
ARROWSTREET WORLD SMALL CAP EQUITY ALPHA EXTENSION FUND (CAYMAN) LIMITED Cayman Islands 805-9429591961 Hedge Fund 783,442,265 10,000,000
ARROWSTREET GLOBAL EQUITY - ALPHA EXTENSION FUND II, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-9520494586 Hedge Fund 111,914,651 10,000,000
ARROWSTREET INTERNATIONAL EQUITY - ALPHA EXTENSION FUND II, A SUB FUND OF THE US GROUP TRUST United States 805-7159086322 Hedge Fund 450,599,517 10,000,000
ARROWSTREET INTERNATIONAL EQUITY - ALPHA EXTENSION FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-8761441202 Hedge Fund 1,489,804,081 10,000,000
ARROWSTREET CAPITAL GLOBAL EQUITY ALPHA EXTENSION FUND LIMITED Cayman Islands 805-3793820349 Hedge Fund 2,077,007,956 10,000,000
ARROWSTREET CAPITAL GLOBAL ALL COUNTRY ALPHA EXTENSION FUND LIMITED Cayman Islands 805-2218550341 Hedge Fund 234,027,589 10,000,000
ARROWSTREET INTERNATIONAL EQUITY - EAFE ALPHA EXTENSION FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-3863533715 Hedge Fund 555,517,915 10,000,000
ARROWSTREET GLOBAL EQUITY - SMALL CAP FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-6266393921 Hedge Fund 0 10,000,000
ARROWSTREET CAPITAL GLOBAL EQUITY LONG/SHORT FUND LIMITED Cayman Islands 805-2758585051 Hedge Fund 881,778,642 5,000,000 Master Fund
ARROWSTREET INVESTMENT TRUST - ARROWSTREET INTERNATIONAL EQUITY ACWI EX US ALPHA EXTENSION TRUST FUND United States 805-9890034064 Hedge Fund 167,039,787 10,000,000
ARROWSTREET INVESTMENT TRUST - ARROWSTREET GLOBAL EQUITY ACWI TRUST FUND United States 805-3492400053 Hedge Fund 431,578,227 10,000,000
ARROWSTREET INVESTMENT TRUST - ARROWSTREET INTERNATIONAL EQUITY ACWI EX US TRUST FUND United States 805-2662641630 Hedge Fund 2,695,992,764 10,000,000
ARROWSTREET INVESTMENT TRUST - ARROWSTREET INTERNATIONAL EQUITY EAFE TRUST FUND United States 805-9113394450 Hedge Fund 440,839,198 10,000,000
ARROWSTREET CAPITAL GLOBAL ALL COUNTRY ALPHA EXTENSION FUND (CAYMAN) LIMITED Cayman Islands 805-7047146544 Hedge Fund 3,207,153,721 10,000,000
ARROWSTREET US EQUITY ALPHA EXTENSION TRUST FUND, A SUB-FUND OF THE ARROWSTREET INVESTMENT TRUST United States 805-3722129497 Hedge Fund 376,100,035 10,000,000
ARROWSTREET US SMALL CAP EQUITY ALPHA EXTENSION TRUST FUND, A SUB-FUND OF THE ARROWSTREET INVESTMENT TRUST United States 805-1456084666 Hedge Fund 293,582,414 10,000,000
ARROWSTREET EAFE ALPHA EXTENSION TRUST FUND, A SUB-FUND OF ARROWSTREET INVESTMENT TRUST United States 805-2554072172 Hedge Fund 664,302,668 10,000,000
ARROWSTREET GLOBAL MINIMUM VOLATILITY ALPHA EXTENSION TRUST FUND, A SUB-FUND OF ARROWSTREET INVESTMENT TRUST United States 805-1244524249 Hedge Fund 423,109,686 10,000,000

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

ownership team - last updated 2019-08-22
Name Title Start Date Direct/Indirect % Ownership
ARROWSTREET CAPITAL HOLDING LLC LIMITED PARTNER 05/01/2007 Direct 75% or more
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP LIMITED PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MANAGER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SOLE MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2014-01-01
ARROWSTREET CAPITAL GP LLC GENERAL PARTNER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP LIMITED PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MANAGER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SOLE MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2014-01-01
RYAN, ANTHONY CHIEF EXECUTIVE OFFICER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2012-09-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF EXECUTIVE OFFICER direct 2014-01-01
GRANTHAM MAYO VAN OTTERLOO & CO LLC MEMBER, MANAGEMENT COMMITTEE direct 2000-09-01 2002-03-22
GRANTHAM MAYO VAN OTTERLOO & CO LLC MEMBER; EXECUTIVE COMMITTEE direct 2000-09-01 2006-03-31
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF OPERATING OFFICER direct 2011-03-01 2013-06-19
RATHJENS, PETER CHIEF INVESTMENT OFFICER 06/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF INVESTMENT OFFICER direct 1999-06-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 2007-05-01 2009-02-06
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER indirect 2007-05-01 2014-01-10
MANIAR GANDHI, NIRALI, A. CHIEF FINANCIAL OFFICER 06/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF FINANCIAL OFFICER direct 2013-06-01
BURNETT, ERIC, C. CHIEF COMPLIANCE OFFICER 09/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF COMPLIANCE OFFICER direct 2014-09-01
ARROWSTREET CAPITAL HOLDING LLC SOLE MEMBER ARROWSTREET GP LLC 05/01/2007 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP LIMITED PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MANAGER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SOLE MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2014-01-01
CLARKE, BRUCE MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 05/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 2007-05-01 2009-02-06
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP PRESIDENT direct 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER indirect 2007-05-01 2014-01-10
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP EXECUTIVE CHAIRMAN direct 2014-01-01 2014-09-10
RYAN, ANTHONY MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 09/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2012-09-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF EXECUTIVE OFFICER direct 2014-01-01
GRANTHAM MAYO VAN OTTERLOO & CO LLC MEMBER, MANAGEMENT COMMITTEE direct 2000-09-01 2002-03-22
GRANTHAM MAYO VAN OTTERLOO & CO LLC MEMBER; EXECUTIVE COMMITTEE direct 2000-09-01 2006-03-31
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF OPERATING OFFICER direct 2011-03-01 2013-06-19
RATHJENS, PETER MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 05/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF INVESTMENT OFFICER direct 1999-06-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 2007-05-01 2009-02-06
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER indirect 2007-05-01 2014-01-10
DELONG, THOMAS, JAMES MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 09/01/2011 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2011-09-01
KYLE, ALBERT, SIDNEY MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 12/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2012-12-01
CAMPBELL, JOHN, YOUNG MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 05/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP DIRECTOR OF RESEARCH direct 1999-06-01 2011-08-03
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CO-DIRECTOR OF RESEARCH direct 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 1999-06-01 2016-07-12
VANCE, DEREK, ANDREW MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 04/01/2019 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2019-04-01
VUOLTEENAHO, TUOMO, O. MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 09/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2012-09-01
FROMSON, SARAH, K. MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 06/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2018-06-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ARROWSTREET CAPITAL ESG GLOBAL EQUITY LONG/SHORT FUND LIMITED Cayman Islands 805-8945086561 Hedge Fund 287,868,677 5,000,000 Master Fund
ARROWSTREET EMERGING MARKET ALPHA EXTENSION TRUST FUND United States 805-4225823951 Hedge Fund 0 10,000,000
ARROWSTREET INVESTMENT TRUST - ARROWSTREET ACWI EX US ALPHA EXTENSION TRUST FUND U United States 805-9486230991 Hedge Fund 0 10,000,000
ARROWSTREET GLOBAL EQUITY - ALPHA EXTENSION FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-1448192121 Hedge Fund 7,811,445,468 10,000,000
ARROWSTREET INTERNATIONAL EQUITY - ACWI EX US FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-3819463409 Hedge Fund 3,612,099,384 10,000,000
ARROWSTREET ACWI ALPHA EXTENSION FUND III (CAYMAN) LIMITED Cayman Islands 805-7905838510 Hedge Fund 1,032,887,579 10,000,000
ARROWSTREET WORLD SMALL CAP EQUITY ALPHA EXTENSION FUND (CAYMAN) LIMITED Cayman Islands 805-9429591961 Hedge Fund 1,965,154,300 10,000,000
ARROWSTREET GLOBAL EQUITY - ALPHA EXTENSION FUND II, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-9520494586 Hedge Fund 134,324,113 10,000,000
ARROWSTREET INTERNATIONAL EQUITY - ALPHA EXTENSION FUND II, A SUB FUND OF THE US GROUP TRUST United States 805-7159086322 Hedge Fund 553,029,860 10,000,000
ARROWSTREET INTERNATIONAL EQUITY - ALPHA EXTENSION FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-8761441202 Hedge Fund 1,977,543,937 10,000,000
ARROWSTREET EMERGING MARKET FUND III, A SUB-FUND OF ARROWSTREET MULTI-STRATEGY UMBRELLA PLC Ireland 805-3780987470 Hedge Fund 719,175,813 10,000,000
ARROWSTREET CAPITAL GLOBAL EQUITY ALPHA EXTENSION FUND LIMITED Cayman Islands 805-3793820349 Hedge Fund 1,965,154,300 10,000,000
ARROWSTREET CAPITAL GLOBAL ALL COUNTRY ALPHA EXTENSION FUND LIMITED Cayman Islands 805-2218550341 Hedge Fund 802,768,427 10,000,000
ARROWSTREET INTERNATIONAL EQUITY - EAFE ALPHA EXTENSION FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-3863533715 Hedge Fund 605,627,084 10,000,000
ARROWSTREET GLOBAL EQUITY - SMALL CAP FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-6266393921 Hedge Fund 0 10,000,000
ARROWSTREET CAPITAL GLOBAL EQUITY LONG/SHORT FUND LIMITED Cayman Islands 805-2758585051 Hedge Fund 1,208,267,315 5,000,000 Master Fund
ARROWSTREET INVESTMENT TRUST - ARROWSTREET INTERNATIONAL EQUITY ACWI EX US ALPHA EXTENSION TRUST FUND United States 805-9890034064 Hedge Fund 472,319,796 10,000,000
ARROWSTREET INVESTMENT TRUST - ARROWSTREET GLOBAL EQUITY ACWI TRUST FUND United States 805-3492400053 Hedge Fund 177,231,922 10,000,000
ARROWSTREET INVESTMENT TRUST - ARROWSTREET INTERNATIONAL EQUITY ACWI EX US TRUST FUND United States 805-2662641630 Hedge Fund 1,861,120,718 10,000,000
ARROWSTREET INVESTMENT TRUST - ARROWSTREET INTERNATIONAL EQUITY EAFE TRUST FUND United States 805-9113394450 Hedge Fund 315,434,336 10,000,000
ARROWSTREET CAPITAL GLOBAL ALL COUNTRY ALPHA EXTENSION FUND (CAYMAN) LIMITED Cayman Islands 805-7047146544 Hedge Fund 2,510,233,258 10,000,000
ARROWSTREET US EQUITY ALPHA EXTENSION TRUST FUND, A SUB-FUND OF THE ARROWSTREET INVESTMENT TRUST United States 805-3722129497 Hedge Fund 355,337,367 10,000,000
ARROWSTREET US SMALL CAP EQUITY ALPHA EXTENSION TRUST FUND, A SUB-FUND OF THE ARROWSTREET INVESTMENT TRUST United States 805-1456084666 Hedge Fund 243,605,946 10,000,000
ARROWSTREET EAFE ALPHA EXTENSION TRUST FUND, A SUB-FUND OF ARROWSTREET INVESTMENT TRUST United States 805-2554072172 Hedge Fund 766,447,414 10,000,000
ARROWSTREET GLOBAL MINIMUM VOLATILITY ALPHA EXTENSION TRUST FUND, A SUB-FUND OF ARROWSTREET INVESTMENT TRUST United States 805-1244524249 Hedge Fund 465,988,977 10,000,000

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
ARROWSTREET CAPITAL HOLDING LLC LIMITED PARTNER 05/01/2007 Direct 75% or more
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP LIMITED PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MANAGER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SOLE MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2014-01-01
ARROWSTREET CAPITAL GP LLC GENERAL PARTNER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP LIMITED PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MANAGER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SOLE MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2014-01-01
RYAN, ANTHONY CHIEF EXECUTIVE OFFICER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2012-09-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF EXECUTIVE OFFICER direct 2014-01-01
GRANTHAM MAYO VAN OTTERLOO & CO LLC MEMBER, MANAGEMENT COMMITTEE direct 2000-09-01 2002-03-22
GRANTHAM MAYO VAN OTTERLOO & CO LLC MEMBER; EXECUTIVE COMMITTEE direct 2000-09-01 2006-03-31
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF OPERATING OFFICER direct 2011-03-01 2013-06-19
RATHJENS, PETER CHIEF INVESTMENT OFFICER 06/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF INVESTMENT OFFICER direct 1999-06-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 2007-05-01 2009-02-06
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER indirect 2007-05-01 2014-01-10
MANIAR GANDHI, NIRALI, A. CHIEF FINANCIAL OFFICER 06/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF FINANCIAL OFFICER direct 2013-06-01
BURNETT, ERIC, C. CHIEF COMPLIANCE OFFICER 09/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF COMPLIANCE OFFICER direct 2014-09-01
ARROWSTREET CAPITAL HOLDING LLC SOLE MEMBER ARROWSTREET GP LLC 05/01/2007 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP LIMITED PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MANAGER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SOLE MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2014-01-01
CLARKE, BRUCE MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 05/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 2007-05-01 2009-02-06
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP PRESIDENT direct 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER indirect 2007-05-01 2014-01-10
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP EXECUTIVE CHAIRMAN direct 2014-01-01 2014-09-10
RYAN, ANTHONY MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 09/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2012-09-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF EXECUTIVE OFFICER direct 2014-01-01
GRANTHAM MAYO VAN OTTERLOO & CO LLC MEMBER, MANAGEMENT COMMITTEE direct 2000-09-01 2002-03-22
GRANTHAM MAYO VAN OTTERLOO & CO LLC MEMBER; EXECUTIVE COMMITTEE direct 2000-09-01 2006-03-31
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF OPERATING OFFICER direct 2011-03-01 2013-06-19
RATHJENS, PETER MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 05/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF INVESTMENT OFFICER direct 1999-06-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 2007-05-01 2009-02-06
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER indirect 2007-05-01 2014-01-10
DELONG, THOMAS, JAMES MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 09/01/2011 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2011-09-01
KYLE, ALBERT, SIDNEY MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 12/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2012-12-01
CAMPBELL, JOHN, YOUNG MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 05/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP DIRECTOR OF RESEARCH direct 1999-06-01 2011-08-03
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CO-DIRECTOR OF RESEARCH direct 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 1999-06-01 2016-07-12
VUOLTEENAHO, TUOMO, O. MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 09/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2012-09-01
FROMSON, SARAH, K. MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 06/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2018-06-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ARROWSTREET EMERGING MARKET ALPHA EXTENSION TRUST FUND United States 805-4225823951 Hedge Fund 0 10,000,000
ARROWSTREET INVESTMENT TRUST - ARROWSTREET ACWI EX US ALPHA EXTENSION TRUST FUND U United States 805-9486230991 Hedge Fund 0 10,000,000
ARROWSTREET GLOBAL EQUITY - ALPHA EXTENSION FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-1448192121 Hedge Fund 7,811,445,468 10,000,000
ARROWSTREET INTERNATIONAL EQUITY - ACWI EX US FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-3819463409 Hedge Fund 3,612,099,384 10,000,000
ARROWSTREET ACWI ALPHA EXTENSION FUND III (CAYMAN) LIMITED Cayman Islands 805-7905838510 Hedge Fund 1,032,887,579 10,000,000
ARROWSTREET WORLD SMALL CAP EQUITY ALPHA EXTENSION FUND (CAYMAN) LIMITED Cayman Islands 805-9429591961 Hedge Fund 1,965,154,300 10,000,000
ARROWSTREET GLOBAL EQUITY - ALPHA EXTENSION FUND II, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-9520494586 Hedge Fund 134,324,113 10,000,000
ARROWSTREET INTERNATIONAL EQUITY - ALPHA EXTENSION FUND II, A SUB FUND OF THE US GROUP TRUST United States 805-7159086322 Hedge Fund 553,029,860 10,000,000
ARROWSTREET INTERNATIONAL EQUITY - ALPHA EXTENSION FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-8761441202 Hedge Fund 1,977,543,937 10,000,000
ARROWSTREET CAPITAL GLOBAL EQUITY ALPHA EXTENSION FUND LIMITED Cayman Islands 805-3793820349 Hedge Fund 1,965,154,300 10,000,000
ARROWSTREET EMERGING MARKET FUND III, A SUB-FUND OF ARROWSTREET MULTI-STRATEGY UMBRELLA PLC Ireland 805-3780987470 Hedge Fund 719,175,813 10,000,000
ARROWSTREET CAPITAL GLOBAL ALL COUNTRY ALPHA EXTENSION FUND LIMITED Cayman Islands 805-2218550341 Hedge Fund 802,768,427 10,000,000
ARROWSTREET INTERNATIONAL EQUITY - EAFE ALPHA EXTENSION FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-3863533715 Hedge Fund 605,627,084 10,000,000
ARROWSTREET GLOBAL EQUITY - SMALL CAP FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-6266393921 Hedge Fund 0 10,000,000
ARROWSTREET CAPITAL GLOBAL EQUITY LONG/SHORT FUND LIMITED Cayman Islands 805-2758585051 Hedge Fund 1,208,267,315 5,000,000 Master Fund
ARROWSTREET INVESTMENT TRUST - ARROWSTREET INTERNATIONAL EQUITY ACWI EX US ALPHA EXTENSION TRUST FUND United States 805-9890034064 Hedge Fund 472,319,796 10,000,000
ARROWSTREET INVESTMENT TRUST - ARROWSTREET GLOBAL EQUITY ACWI TRUST FUND United States 805-3492400053 Hedge Fund 177,231,922 10,000,000
ARROWSTREET INVESTMENT TRUST - ARROWSTREET INTERNATIONAL EQUITY ACWI EX US TRUST FUND United States 805-2662641630 Hedge Fund 1,861,120,718 10,000,000
ARROWSTREET INVESTMENT TRUST - ARROWSTREET INTERNATIONAL EQUITY EAFE TRUST FUND United States 805-9113394450 Hedge Fund 315,434,336 10,000,000
ARROWSTREET CAPITAL GLOBAL ALL COUNTRY ALPHA EXTENSION FUND (CAYMAN) LIMITED Cayman Islands 805-7047146544 Hedge Fund 2,510,233,258 10,000,000
ARROWSTREET US EQUITY ALPHA EXTENSION TRUST FUND, A SUB-FUND OF THE ARROWSTREET INVESTMENT TRUST United States 805-3722129497 Hedge Fund 355,337,367 10,000,000
ARROWSTREET US SMALL CAP EQUITY ALPHA EXTENSION TRUST FUND, A SUB-FUND OF THE ARROWSTREET INVESTMENT TRUST United States 805-1456084666 Hedge Fund 243,605,946 10,000,000
ARROWSTREET EAFE ALPHA EXTENSION TRUST FUND, A SUB-FUND OF ARROWSTREET INVESTMENT TRUST United States 805-2554072172 Hedge Fund 766,447,414 10,000,000
ARROWSTREET GLOBAL MINIMUM VOLATILITY ALPHA EXTENSION TRUST FUND, A SUB-FUND OF ARROWSTREET INVESTMENT TRUST United States 805-1244524249 Hedge Fund 465,988,977 10,000,000

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

ownership team - last updated 2018-11-16
Name Title Start Date Direct/Indirect % Ownership
ARROWSTREET CAPITAL HOLDING LLC LIMITED PARTNER 05/01/2007 Direct 75% or more
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP LIMITED PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MANAGER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SOLE MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2014-01-01
ARROWSTREET CAPITAL GP LLC GENERAL PARTNER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP LIMITED PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MANAGER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SOLE MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2014-01-01
RYAN, ANTHONY CHIEF EXECUTIVE OFFICER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2012-09-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF EXECUTIVE OFFICER direct 2014-01-01
GRANTHAM MAYO VAN OTTERLOO & CO LLC MEMBER, MANAGEMENT COMMITTEE direct 2000-09-01 2002-03-22
GRANTHAM MAYO VAN OTTERLOO & CO LLC MEMBER; EXECUTIVE COMMITTEE direct 2000-09-01 2006-03-31
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF OPERATING OFFICER direct 2011-03-01 2013-06-19
RATHJENS, PETER CHIEF INVESTMENT OFFICER 06/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF INVESTMENT OFFICER direct 1999-06-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 2007-05-01 2009-02-06
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER indirect 2007-05-01 2014-01-10
MANIAR GANDHI, NIRALI, A. CHIEF FINANCIAL OFFICER 06/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF FINANCIAL OFFICER direct 2013-06-01
BURNETT, ERIC, C. CHIEF COMPLIANCE OFFICER 09/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF COMPLIANCE OFFICER direct 2014-09-01
ARROWSTREET CAPITAL HOLDING LLC SOLE MEMBER ARROWSTREET GP LLC 05/01/2007 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP LIMITED PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MANAGER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SOLE MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2014-01-01
CLARKE, BRUCE MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 05/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 2007-05-01 2009-02-06
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP PRESIDENT direct 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER indirect 2007-05-01 2014-01-10
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP EXECUTIVE CHAIRMAN direct 2014-01-01 2014-09-10
RYAN, ANTHONY MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 09/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2012-09-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF EXECUTIVE OFFICER direct 2014-01-01
GRANTHAM MAYO VAN OTTERLOO & CO LLC MEMBER, MANAGEMENT COMMITTEE direct 2000-09-01 2002-03-22
GRANTHAM MAYO VAN OTTERLOO & CO LLC MEMBER; EXECUTIVE COMMITTEE direct 2000-09-01 2006-03-31
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF OPERATING OFFICER direct 2011-03-01 2013-06-19
RATHJENS, PETER MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 05/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF INVESTMENT OFFICER direct 1999-06-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 2007-05-01 2009-02-06
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER indirect 2007-05-01 2014-01-10
DELONG, THOMAS, JAMES MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 09/01/2011 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2011-09-01
KYLE, ALBERT, SIDNEY MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 12/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2012-12-01
CAMPBELL, JOHN, YOUNG MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 05/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP DIRECTOR OF RESEARCH direct 1999-06-01 2011-08-03
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CO-DIRECTOR OF RESEARCH direct 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 1999-06-01 2016-07-12
VUOLTEENAHO, TUOMO, O. MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 09/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2012-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ARROWSTREET EAFE ALPHA EXTENSION FUND II, A SUB-FUND OF ARROWSTREET MULTI-STRATEGY UMBRELLA PLC Ireland 805-9603829235 Hedge Fund 1,283,225,400 10,000,000
ARROWSTREET INTERNATIONAL EQUITY - EAFE FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-4206550836 Hedge Fund 226,181,093 10,000,000
ARROWSTREET GLOBAL EQUITY - ALPHA EXTENSION FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-1448192121 Hedge Fund 9,316,236,672 10,000,000
ARROWSTREET GLOBAL ALPHA EXTENSION FUND I, A SUB-FUND OF ARROWSTREET MULTI-STRATEGY UMBRELLA PLC Ireland 805-2007384047 Hedge Fund 195,701,931 10,000,000
ARROWSTREET INTERNATIONAL EQUITY - ACWI EX US FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-3819463409 Hedge Fund 2,530,631,804 10,000,000
ARROWSTREET ACWI ALPHA EXTENSION FUND III (CAYMAN) LIMITED Cayman Islands 805-7905838510 Hedge Fund 810,802,700 10,000,000
ARROWSTREET WORLD SMALL CAP EQUITY ALPHA EXTENSION FUND (CAYMAN) LIMITED Cayman Islands 805-9429591961 Hedge Fund 712,083,864 10,000,000
ARROWSTREET GLOBAL EQUITY - ALPHA EXTENSION FUND II, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-9520494586 Hedge Fund 718,649,016 10,000,000
ARROWSTREET INTERNATIONAL EQUITY - ALPHA EXTENSION FUND II, A SUB FUND OF THE US GROUP TRUST United States 805-7159086322 Hedge Fund 417,333,107 10,000,000
ARROWSTREET INTERNATIONAL EQUITY - ALPHA EXTENSION FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-8761441202 Hedge Fund 2,393,321,784 10,000,000
ARROWSTREET ACWI EX US ALPHA EXTENSION FUND VII, A SUB-FUND OF ARROWSTREET MULTI-STRATEGY UMBRELLA PLC Ireland 805-8992743308 Hedge Fund 394,450,374 10,000,000
ARROWSTREET CAPITAL GLOBAL EQUITY ALPHA EXTENSION FUND LIMITED Cayman Islands 805-3793820349 Hedge Fund 1,853,251,334 10,000,000
ARROWSTREET EMERGING MARKET FUND III, A SUB-FUND OF ARROWSTREET MULTI-STRATEGY UMBRELLA PLC Ireland 805-3780987470 Hedge Fund 957,509,574 10,000,000
ARROWSTREET CAPITAL GLOBAL ALL COUNTRY ALPHA EXTENSION FUND LIMITED Cayman Islands 805-2218550341 Hedge Fund 1,332,428,454 10,000,000
ARROWSTREET INTERNATIONAL EQUITY - EAFE ALPHA EXTENSION FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-3863533715 Hedge Fund 696,295,777 10,000,000
ARROWSTREET GLOBAL EQUITY - SMALL CAP FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-6266393921 Hedge Fund 0 10,000,000
ARROWSTREET GLOBAL MINIMUM VOLATILITY FUND VI, A SUB-FUND OF ARROWSTREET MULTI-STRATEGY UMBRELLA PLC Ireland 805-9282630313 Hedge Fund 585,584,318 10,000,000
ARROWSTREET CAPITAL GLOBAL EQUITY LONG/SHORT FUND LIMITED Cayman Islands 805-2758585051 Hedge Fund 670,745,081 5,000,000 Master Fund
ARROWSTREET INVESTMENT TRUST - ARROWSTREET INTERNATIONAL EQUITY ACWI EX US ALPHA EXTENSION TRUST FUND United States 805-9890034064 Hedge Fund 108,261,265 10,000,000
ARROWSTREET INVESTMENT TRUST - ARROWSTREET GLOBAL EQUITY ACWI TRUST FUND United States 805-3492400053 Hedge Fund 84,749,901 10,000,000
ARROWSTREET INVESTMENT TRUST - ARROWSTREET INTERNATIONAL EQUITY ACWI EX US TRUST FUND United States 805-2662641630 Hedge Fund 1,003,891,786 10,000,000
ARROWSTREET INVESTMENT TRUST - ARROWSTREET INTERNATIONAL EQUITY EAFE TRUST FUND United States 805-9113394450 Hedge Fund 148,374,990 10,000,000
ARROWSTREET CAPITAL GLOBAL ALL COUNTRY ALPHA EXTENSION FUND (CAYMAN) LIMITED Cayman Islands 805-7047146544 Hedge Fund 419,940,561 10,000,000
ARROWSTREET ACWI EX US FUND IV, A SUB-FUND OF ARROWSTREET MULTI-STRATEGY UMBRELLA PLC Ireland 805-4189101534 Hedge Fund 1,765,835,211 10,000,000
ARROWSTREET US EQUITY ALPHA EXTENSION TRUST FUND, A SUB-FUND OF THE ARROWSTREET INVESTMENT TRUST United States 805-3722129497 Hedge Fund 282,568,553 10,000,000
ARROWSTREET US SMALL CAP EQUITY ALPHA EXTENSION TRUST FUND, A SUB-FUND OF THE ARROWSTREET INVESTMENT TRUST United States 805-1456084666 Hedge Fund 228,963,263 10,000,000
ARROWSTREET EAFE ALPHA EXTENSION TRUST FUND, A SUB-FUND OF ARROWSTREET INVESTMENT TRUST United States 805-2554072172 Hedge Fund 0 10,000,000

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

ownership team - last updated 2017-09-27
Name Title Start Date Direct/Indirect % Ownership
ARROWSTREET CAPITAL HOLDING LLC LIMITED PARTNER 05/01/2007 Direct 75% or more
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP LIMITED PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MANAGER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SOLE MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2014-01-01
ARROWSTREET CAPITAL GP LLC GENERAL PARTNER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP LIMITED PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MANAGER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SOLE MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2014-01-01
RYAN, ANTHONY CHIEF EXECUTIVE OFFICER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2012-09-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF EXECUTIVE OFFICER direct 2014-01-01
GRANTHAM MAYO VAN OTTERLOO & CO LLC MEMBER, MANAGEMENT COMMITTEE direct 2000-09-01 2002-03-22
GRANTHAM MAYO VAN OTTERLOO & CO LLC MEMBER; EXECUTIVE COMMITTEE direct 2000-09-01 2006-03-31
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF OPERATING OFFICER direct 2011-03-01 2013-06-19
RATHJENS, PETER CHIEF INVESTMENT OFFICER 06/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF INVESTMENT OFFICER direct 1999-06-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 2007-05-01 2009-02-06
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER indirect 2007-05-01 2014-01-10
MANIAR GANDHI, NIRALI, A. CHIEF FINANCIAL OFFICER 06/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF FINANCIAL OFFICER direct 2013-06-01
BURNETT, ERIC, C. CHIEF COMPLIANCE OFFICER 09/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF COMPLIANCE OFFICER direct 2014-09-01
ARROWSTREET CAPITAL HOLDING LLC SOLE MEMBER ARROWSTREET GP LLC 05/01/2007 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP LIMITED PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MANAGER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SOLE MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP GENERAL PARTNER direct 2014-01-01
CLARKE, BRUCE MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 05/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 2007-05-01 2009-02-06
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP PRESIDENT direct 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER indirect 2007-05-01 2014-01-10
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP EXECUTIVE CHAIRMAN direct 2014-01-01 2014-09-10
MORRIS, RICHARD, IRVING MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 07/01/2008 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2008-07-01
RYAN, ANTHONY MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 09/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2012-09-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF EXECUTIVE OFFICER direct 2014-01-01
GRANTHAM MAYO VAN OTTERLOO & CO LLC MEMBER, MANAGEMENT COMMITTEE direct 2000-09-01 2002-03-22
GRANTHAM MAYO VAN OTTERLOO & CO LLC MEMBER; EXECUTIVE COMMITTEE direct 2000-09-01 2006-03-31
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF OPERATING OFFICER direct 2011-03-01 2013-06-19
RATHJENS, PETER MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 05/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CHIEF INVESTMENT OFFICER direct 1999-06-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 2007-05-01 2009-02-06
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP SHAREHOLDER indirect 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER indirect 2007-05-01 2014-01-10
DELONG, THOMAS, JAMES MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 09/01/2011 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2011-09-01
KYLE, ALBERT, SIDNEY MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 12/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2012-12-01
CAMPBELL, JOHN, YOUNG MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 05/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2007-05-01
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP DIRECTOR OF RESEARCH direct 1999-06-01 2011-08-03
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CO-DIRECTOR OF RESEARCH direct 1999-06-01 2013-06-19
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 1999-06-01 2016-07-12
VUOLTEENAHO, TUOMO, O. MEMBER / BOARD MEMBER ARROWSTREET CAPITAL HOLDING LLC 09/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEMBER / BOARD MEMBER indirect 2012-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ARROWSTREET ACWI ALPHA EXTENSION FUND III (CAYMAN) LIMITED Cayman Islands 805-7905838510 Hedge Fund 729,261,196 10,000,000
ARROWSTREET WORLD SMALL CAP EQUITY ALPHA EXTENSION FUND (CAYMAN) LIMITED Cayman Islands 805-9429591961 Hedge Fund 0 10,000,000
ARROWSTREET GLOBAL EQUITY - ALPHA EXTENSION FUND II, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-9520494586 Hedge Fund 539,508,633 10,000,000
ARROWSTREET INTERNATIONAL EQUITY - ALPHA EXTENSION FUND II, A SUB FUND OF THE US GROUP TRUST United States 805-7159086322 Hedge Fund 417,333,107 10,000,000
ARROWSTREET INTERNATIONAL EQUITY - ALPHA EXTENSION FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-8761441202 Hedge Fund 1,534,139,019 10,000,000
ARROWSTREET ACWI EX US ALPHA EXTENSION FUND VII, A SUB-FUND OF ARROWSTREET MULTI-STRATEGY UMBRELLA PLC Ireland 805-8992743308 Hedge Fund 339,606,300 10,000,000
ARROWSTREET CAPITAL GLOBAL EQUITY ALPHA EXTENSION FUND LIMITED Cayman Islands 805-3793820349 Hedge Fund 1,158,178,524 10,000,000
ARROWSTREET EMERGING MARKET FUND III, A SUB-FUND OF ARROWSTREET MULTI-STRATEGY UMBRELLA PLC Ireland 805-3780987470 Hedge Fund 729,520,295 10,000,000
ARROWSTREET CAPITAL GLOBAL ALL COUNTRY ALPHA EXTENSION FUND LIMITED Cayman Islands 805-2218550341 Hedge Fund 773,548,000 10,000,000
ARROWSTREET INTERNATIONAL EQUITY - EAFE ALPHA EXTENSION FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-3863533715 Hedge Fund 326,888,188 10,000,000
ARROWSTREET GLOBAL EQUITY - SMALL CAP FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-6266393921 Hedge Fund 0 10,000,000
ARROWSTREET GLOBAL MINIMUM VOLATILITY FUND VI, A SUB-FUND OF ARROWSTREET MULTI-STRATEGY UMBRELLA PLC Ireland 805-9282630313 Hedge Fund 494,235,775 10,000,000
ARROWSTREET CAPITAL GLOBAL EQUITY LONG/SHORT FUND LIMITED Cayman Islands 805-2758585051 Hedge Fund 363,019,647 5,000,000 Master Fund
ARROWSTREET INVESTMENT TRUST - ARROWSTREET INTERNATIONAL EQUITY ACWI EX US ALPHA EXTENSION TRUST FUND United States 805-9890034064 Hedge Fund 66,541,369 10,000,000
ARROWSTREET INVESTMENT TRUST - ARROWSTREET GLOBAL EQUITY ACWI TRUST FUND United States 805-3492400053 Hedge Fund 0 10,000,000
ARROWSTREET INVESTMENT TRUST - ARROWSTREET INTERNATIONAL EQUITY ACWI EX US TRUST FUND United States 805-2662641630 Hedge Fund 459,468,894 10,000,000
ARROWSTREET INVESTMENT TRUST - ARROWSTREET INTERNATIONAL EQUITY EAFE TRUST FUND United States 805-9113394450 Hedge Fund 92,851,083 10,000,000
ARROWSTREET CAPITAL GLOBAL ALL COUNTRY ALPHA EXTENSION FUND (CAYMAN) LIMITED Cayman Islands 805-7047146544 Hedge Fund 217,515,883 10,000,000
ARROWSTREET ACWI EX US FUND IV, A SUB-FUND OF ARROWSTREET MULTI-STRATEGY UMBRELLA PLC Ireland 805-4189101534 Hedge Fund 1,431,497,338 10,000,000
ARROWSTREET INTERNATIONAL EQUITY - ACWI EX US FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-3819463409 Hedge Fund 1,529,331,453 10,000,000
ARROWSTREET EAFE ALPHA EXTENSION FUND II, A SUB-FUND OF ARROWSTREET MULTI-STRATEGY UMBRELLA PLC Ireland 805-9603829235 Hedge Fund 967,823,188 10,000,000
ARROWSTREET INTERNATIONAL EQUITY - EAFE FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-4206550836 Hedge Fund 200,887,608 10,000,000
ARROWSTREET GLOBAL EQUITY - ALPHA EXTENSION FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUST United States 805-1448192121 Hedge Fund 6,313,394,262 10,000,000
ARROWSTREET GLOBAL ALPHA EXTENSION FUND I, A SUB-FUND OF ARROWSTREET MULTI-STRATEGY UMBRELLA PLC Ireland 805-2007384047 Hedge Fund 568,059,932 10,000,000

WhaleScore history for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

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**EXPERIMENTAL** Current International Short Positions

Only includes UK, France, Germany, Japan, and HKEX are presently being processed.

Holder Issuer Net Short Position Position Date Origin
Arrowstreet Capital, Limited Partnership Alfen N.V. 0.69% 2022-06-29 NETHERLANDS
Arrowstreet Capital Limited Partnership Calliditas Therapeutics AB 0.57% 2022-07-01 Sweden
Arrowstreet Capital, Limited Partnership Compleo Charging Solutions AG 0.71% 2022-04-26 GERMANY
Arrowstreet Capital Limited Partnership Dometic Group AB (publ) 0.6% 2022-04-13 Sweden
Arrowstreet Capital, Limited Partnership flatexDEGIRO AG 0.91% 2022-05-23 GERMANY
Arrowstreet Capital Limited Partnership Hansa Biopharma AB 0.56% 2022-06-28 Sweden
Arrowstreet Capital, Limited Partnership home24 SE 0.69% 2022-06-24 GERMANY
Arrowstreet Capital, Limited Partnership Just Eat Takeaway.com N.V. 1.3% 2022-06-02 NETHERLANDS
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP KAHOOT! 0.79% 2020-06-22 NORWAY
Arrowstreet Capital, Limited Partnership MorphoSys AG 1.69% 2022-03-02 GERMANY
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP NEL 0.95% 2020-03-30 NORWAY
Arrowstreet Capital, Limited Partnership Nordex SE 0.73% 2022-06-28 GERMANY
Arrowstreet Capital Limited Partnership Powercell Sweden AB (publ) 0.61% 2022-05-10 Sweden
Arrowstreet Capital, Limited Partnership SACYR, S.A. 1.08% 2022-03-22 SPAIN
Arrowstreet Capital, Limited Partnership SHOP APOTHEKE EUROPE NV 0.92% 2021-08-24 GERMANY
Arrowstreet Capital Limited Partnership Sinch AB (publ) 1.01% 2022-06-17 Sweden
Arrowstreet Capital Limited Partnership Smart Eye Aktiebolag (publ) 0.7% 2022-04-22 Sweden
Arrowstreet Capital Limited Partnership Storytel AB (publ) 0.85% 2021-11-18 Sweden
Arrowstreet Capital, Limited Partnership Westwing Group SE 0.5% 2022-04-27 GERMANY

Short Position History (last 100)

Holder Net Short Position Position Date Origin
ARROWSTREET CAPITAL ADOCIA 0.5% 2016-06-29 FRANCE
Arrowstreet Capital Limited Partnership AIFUL CORPORATION 1.01% 2016-08-03 Japan
Arrowstreet Capital, Limited Partnership AIXTRON SE 0.57% 2020-04-22 GERMANY
Arrowstreet Capital, Limited Partnership AIXTRON SE 0.42% 2019-10-10 GERMANY
Arrowstreet Capital, Limited Partnership AIXTRON SE 0.56% 2019-10-08 GERMANY
Arrowstreet Capital, Limited Partnership AIXTRON SE 0.66% 2019-09-30 GERMANY
Arrowstreet Capital, Limited Partnership AIXTRON SE 0.75% 2019-09-26 GERMANY
Arrowstreet Capital, Limited Partnership AIXTRON SE 0.85% 2019-09-24 GERMANY
Arrowstreet Capital, Limited Partnership AIXTRON SE 0.99% 2019-09-19 GERMANY
Arrowstreet Capital, Limited Partnership AIXTRON SE 1.07% 2019-09-17 GERMANY
Arrowstreet Capital, Limited Partnership AIXTRON SE 1.16% 2019-09-12 GERMANY
Arrowstreet Capital, Limited Partnership AIXTRON SE 1.28% 2019-09-04 GERMANY
Arrowstreet Capital, Limited Partnership AIXTRON SE 1.47% 2019-07-29 GERMANY
Arrowstreet Capital, Limited Partnership AIXTRON SE 1.68% 2019-05-02 GERMANY
Arrowstreet Capital, Limited Partnership AIXTRON SE 1.7% 2019-04-30 GERMANY
Arrowstreet Capital, Limited Partnership AIXTRON SE 1.61% 2019-04-16 GERMANY
Arrowstreet Capital, Limited Partnership AIXTRON SE 1.53% 2019-04-15 GERMANY
Arrowstreet Capital, Limited Partnership AIXTRON SE 1.41% 2019-04-10 GERMANY
Arrowstreet Capital, Limited Partnership AIXTRON SE 1.3% 2019-04-08 GERMANY
Arrowstreet Capital, Limited Partnership AIXTRON SE 1.25% 2019-04-03 GERMANY
Arrowstreet Capital, Limited Partnership AIXTRON SE 1.14% 2019-04-01 GERMANY
Arrowstreet Capital, Limited Partnership AIXTRON SE 1.02% 2019-03-28 GERMANY
Arrowstreet Capital, Limited Partnership AIXTRON SE 0.91% 2019-03-26 GERMANY
Arrowstreet Capital, Limited Partnership AIXTRON SE 0.81% 2019-03-21 GERMANY
Arrowstreet Capital, Limited Partnership AIXTRON SE 0.75% 2019-03-20 GERMANY
Arrowstreet Capital, Limited Partnership AIXTRON SE 0.6% 2019-03-06 GERMANY
Arrowstreet Capital, Limited Partnership AIXTRON SE 0.59% 2019-03-05 GERMANY
Arrowstreet Capital, Limited Partnership AIXTRON SE 0.66% 2019-02-26 GERMANY
Arrowstreet Capital, Limited Partnership AIXTRON SE 0.79% 2019-02-14 GERMANY
Arrowstreet Capital, Limited Partnership AIXTRON SE 0.88% 2019-01-30 GERMANY
Arrowstreet Capital, Limited Partnership AIXTRON SE 0.92% 2019-01-09 GERMANY
Arrowstreet Capital, Limited Partnership AIXTRON SE 0.8% 2018-12-27 GERMANY
Arrowstreet Capital, Limited Partnership AIXTRON SE 0.71% 2018-12-12 GERMANY
Arrowstreet Capital, Limited Partnership AIXTRON SE 0.69% 2018-11-16 GERMANY
Arrowstreet Capital, Limited Partnership AIXTRON SE 0.77% 2018-11-13 GERMANY
Arrowstreet Capital, Limited Partnership AIXTRON SE 0.81% 2018-10-18 GERMANY
Arrowstreet Capital, Limited Partnership AKER OFFSHORE WIND 0.5% 2020-11-15 NORWAY
Arrowstreet Capital, Limited Partnership AKER OFFSHORE WIND 0.0% 2020-06-21 NORWAY
Arrowstreet Capital, Limited Partnership AKER OFFSHORE WIND 0.62% 2020-04-28 NORWAY
Arrowstreet Capital, Limited Partnership Alfen N.V. 0.78% 2022-06-23 NETHERLANDS
Arrowstreet Capital, Limited Partnership Alfen N.V. 0.89% 2022-06-08 NETHERLANDS
Arrowstreet Capital, Limited Partnership Alfen N.V. 0.99% 2022-06-01 NETHERLANDS
Arrowstreet Capital, Limited Partnership Alfen N.V. 1.06% 2022-05-24 NETHERLANDS
Arrowstreet Capital, Limited Partnership Alfen N.V. 1.1% 2022-04-12 NETHERLANDS
Arrowstreet Capital, Limited Partnership Alfen N.V. 1.0% 2022-03-25 NETHERLANDS
Arrowstreet Capital, Limited Partnership Alfen N.V. 0.98% 2022-03-02 NETHERLANDS
Arrowstreet Capital, Limited Partnership Alfen N.V. 1.0% 2021-12-15 NETHERLANDS
Arrowstreet Capital, Limited Partnership Alfen N.V. 0.99% 2021-11-02 NETHERLANDS
Arrowstreet Capital, Limited Partnership Alfen N.V. 1.11% 2021-07-27 NETHERLANDS
Arrowstreet Capital, Limited Partnership Alfen N.V. 1.02% 2021-06-22 NETHERLANDS
Arrowstreet Capital, Limited Partnership Alfen N.V. 0.91% 2021-06-07 NETHERLANDS
Arrowstreet Capital, Limited Partnership Alfen N.V. 0.82% 2021-04-20 NETHERLANDS
Arrowstreet Capital, Limited Partnership Alfen N.V. 0.72% 2021-04-13 NETHERLANDS
Arrowstreet Capital, Limited Partnership Alfen N.V. 0.6% 2021-03-31 NETHERLANDS
Arrowstreet Capital, Limited Partnership Alfen N.V. 0.5% 2021-03-24 NETHERLANDS
Arrowstreet Capital, Limited Partnership ARCTICZYMES TECHNO 0.0% 2020-05-27 NORWAY
Arrowstreet Capital, Limited Partnership ARCTICZYMES TECHNO 0.59% 2020-05-14 NORWAY
Arrowstreet Capital, Limited Partnership ARCTICZYMES TECHNO 0.61% 2020-04-09 NORWAY
Arrowstreet Capital, Limited Partnership ARCTICZYMES TECHNO 0.5% 2020-03-29 NORWAY
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP ATLANTIC SAPPHIRE 0.5% 2020-10-20 NORWAY
Arrowstreet Capital, Limited Partnership BAKKAFROST 0.5% 2020-12-18 NORWAY
Arrowstreet Capital, Limited Partnership BAKKAFROST 0.58% 2020-10-27 NORWAY
Arrowstreet Capital, Limited Partnership BAKKAFROST 0.6% 2020-07-05 NORWAY
Arrowstreet Capital, Limited Partnership BAKKAFROST 0.59% 2020-06-14 NORWAY
Arrowstreet Capital, Limited Partnership BAKKAFROST 0.6% 2020-04-22 NORWAY
Arrowstreet Capital, Limited Partnership BAKKAFROST 0.0% 2020-02-25 NORWAY
Arrowstreet Capital, Limited Partnership BERGENBIO 0.0% 2020-05-19 NORWAY
Arrowstreet Capital, Limited Partnership BERGENBIO 0.7% 2020-05-07 NORWAY
Arrowstreet Capital, Limited Partnership BERGENBIO 0.69% 2020-04-28 NORWAY
Arrowstreet Capital, Limited Partnership BERGENBIO 0.7% 2020-04-22 NORWAY
Arrowstreet Capital, Limited Partnership BERGENBIO 0.6% 2020-04-12 NORWAY
Arrowstreet Capital, Limited Partnership BERGENBIO 0.59% 2020-04-01 NORWAY
Arrowstreet Capital, Limited Partnership BERGENBIO 0.5% 2020-03-30 NORWAY
Arrowstreet Capital, Limited Partnership BERGENBIO 0.69% 2020-03-22 NORWAY
Arrowstreet Capital Limited Partnership BHG Group AB 0.58% 2022-02-09 Sweden
Arrowstreet Capital Limited Partnership BHG Group AB 0.6% 2021-12-22 Sweden
Arrowstreet Capital Limited Partnership BHG Group AB 0.51% 2021-11-15 Sweden
Arrowstreet Capital Limited Partnership BICO Group AB 0.5% 2022-06-02 Sweden
Arrowstreet Capital Limited Partnership BICO Group AB 0.5% 2022-05-13 Sweden
Arrowstreet Capital Limited Partnership Boozt AB 0.59% 2022-04-06 Sweden
Arrowstreet Capital Limited Partnership Boozt AB 0.79% 2022-03-07 Sweden
Arrowstreet Capital Limited Partnership Boozt AB 0.89% 2022-02-23 Sweden
Arrowstreet Capital Limited Partnership Boozt AB 0.99% 2022-02-14 Sweden
Arrowstreet Capital Limited Partnership Boozt AB 1.01% 2021-11-04 Sweden
Arrowstreet Capital Limited Partnership Boozt AB 0.9% 2021-10-26 Sweden
Arrowstreet Capital Limited Partnership Boozt AB 0.81% 2021-10-06 Sweden
Arrowstreet Capital Limited Partnership Boozt AB 0.7% 2021-09-23 Sweden
Arrowstreet Capital Limited Partnership Boozt AB 0.62% 2021-09-20 Sweden
Arrowstreet Capital Limited Partnership Boozt AB 0.52% 2021-09-15 Sweden
Arrowstreet Capital, Limited Partnership BREMBO SPA 0.49% 2019-10-18 Italy
Arrowstreet Capital, Limited Partnership BREMBO SPA 0.49% 2019-10-18 Italy
Arrowstreet Capital, Limited Partnership BREMBO SPA 0.51% 2019-08-02 Italy
Arrowstreet Capital, Limited Partnership BREMBO SPA 0.51% 2019-08-02 Italy
Arrowstreet Capital, Limited Partnership BREMBO SPA 0.5% 2019-08-01 Italy
Arrowstreet Capital, Limited Partnership BREMBO SPA 0.5% 2019-08-01 Italy
Arrowstreet Capital, Limited Partnership BREMBO SPA 0.46% 2019-04-23 Italy
Arrowstreet Capital, Limited Partnership BREMBO SPA 0.46% 2019-04-23 Italy
Arrowstreet Capital, Limited Partnership BREMBO SPA 0.59% 2019-04-16 Italy
Arrowstreet Capital, Limited Partnership BREMBO SPA 0.59% 2019-04-16 Italy
Arrowstreet Capital, Limited Partnership BREMBO SPA 0.69% 2019-01-23 Italy

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