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BCPC

Balchem Corp

280 hedge funds and large institutions have $3.59B invested in Balchem Corp in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 117 increasing their positions, 89 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 89

4% more capital invested

Capital invested by funds: $3.44B → $3.59B (+$149M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.7% less ownership

Funds ownership: 89.64%88.94% (-0.7%)

4% less funds holding

Funds holding: 292280 (-12)

29% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 31

69% less call options, than puts

Call options by funds: $506K | Put options by funds: $1.62M

Holders
280
Holders Change
-12
Holders Change %
-4.11%
% of All Funds
4.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
117
Reduced
89
Closed
31
Calls
$506K
Puts
$1.62M
Net Calls
-$1.11M
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
226
Carolina Wealth Advisors
South Carolina
$69.3K
FHA
227
First Horizon Advisors
Tennessee
$63.5K +$1.94K +15 +3%
BBHC
228
Brown Brothers Harriman & Co
New York
$63.2K
C
229
Covestor
United Kingdom
$56K +$16.2K +125 +40%
BEI
230
Benjamin Edwards Inc
Missouri
$53K +$33.4K +258 +158%
AIC
231
Archer Investment Corporation
Indiana
$51K
TWM
232
Tradition Wealth Management
Minnesota
$51K +$259 +2 +0.5%
PCM
233
Perritt Capital Management
Illinois
$47.4K
AssetMark Inc
234
AssetMark Inc
California
$42K
UB
235
UMB Bank
Missouri
$41.7K +$1.81K +14 +4%
CWC
236
Carolinas Wealth Consulting
North Carolina
$35K
Carson Wealth (CWM LLC)
237
Carson Wealth (CWM LLC)
Nebraska
$33K +$517 +4 +2%
Northwestern Mutual Wealth Management
238
Northwestern Mutual Wealth Management
Wisconsin
$25.3K -$3.88K -30 -13%
HIA
239
Harbor Investment Advisory
Maryland
$22.3K
BTI
240
Blue Trust Inc
Georgia
$19K +$2.33K +18 +14%
IFS
241
Intelligent Financial Strategies
Minnesota
$19K
MPWT
242
MassMutual Private Wealth & Trust
Connecticut
$17.2K +$4.53K +35 +35%
ME
243
McIlrath & Eck
Washington
$13.8K
ACM
244
Aquatic Capital Management
Illinois
$13K -$957K -7,400 -99%
CI Investments Inc
245
CI Investments Inc
Ontario, Canada
$13K +$1.16K +9 +10%
PFBT
246
Parkside Financial Bank & Trust
Missouri
$12.9K
PTC
247
Private Trust Company
Ohio
$10.5K -$647 -5 -6%
LSA
248
Leonteq Securities AG
Switzerland
$10.1K -$2.33K -18 -18%
TWA
249
TCI Wealth Advisors
Arizona
$9.74K
CFB
250
Cullen/Frost Bankers
Texas
$9.11K +$9.31K +72 New