BCPC

Balchem Corporation
BCPC

Overview Fund Activity

280 hedge funds and large institutions have $3.84B invested in Balchem Corporation in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 101 increasing their positions, 102 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
4.42%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
101
Reduced
102
Closed
20
Calls
$1.19M
Puts
$1.58M
Net Calls
-$390K
Net Calls Change
+$723K

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$19.8M
2
Ameriprise
2
Ameriprise
Minnesota
$49.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$71.8M
4
SBH
4
Segall Bryant & Hamill
Illinois
$40.5M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$17M

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$267M
2
BCM
2
Brown Capital Management
Maryland
$31.2M
3
Macquarie Group
3
Macquarie Group
Australia
$17.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$508M
5
FAM
5
Fred Alger Management
New York
$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
226
Quadrant Capital Group
Ohio
$105K -$60.1K -446 -36%
Bank Julius Baer & Co
227
Bank Julius Baer & Co
Switzerland
$103K -$1.88K -14 -2%
EWP
228
Elevation Wealth Partners
California
$90.1K – – –
FWM
229
Focused Wealth Management
New York
$85.9K – – –
TRCT
230
Tower Research Capital (TRC)
New York
$81.8K -$43K -319 -34%
CWA
231
Carolina Wealth Advisors
South Carolina
$73.9K – – –
FHA
232
First Horizon Advisors
Tennessee
$67.7K – – –
BBHC
233
Brown Brothers Harriman & Co
New York
$67.4K – – –
TWM
234
Tradition Wealth Management
Minnesota
$55K – – –
AIC
235
Archer Investment Corporation
Indiana
$54.1K – – –
PCM
236
Perritt Capital Management
Illinois
$50.6K – – –
Carson Wealth (CWM LLC)
237
Carson Wealth (CWM LLC)
Nebraska
$45K +$9.52K +70 +27%
AssetMark Inc
238
AssetMark Inc
California
$44.8K – – –
UB
239
UMB Bank
Missouri
$44.5K – – –
CWC
240
Carolinas Wealth Consulting
North Carolina
$37.4K – – –
Northwestern Mutual Wealth Management
241
Northwestern Mutual Wealth Management
Wisconsin
$28.3K +$1.35K +10 +5%
HIA
242
Harbor Investment Advisory
Maryland
$23.7K – – –
PI
243
PineBridge Investments
New York
$22.6K +$22.6K +168 New
IFS
244
Intelligent Financial Strategies
Minnesota
$20.2K – – –
MPWT
245
MassMutual Private Wealth & Trust
Connecticut
$18.5K +$135 +1 +0.7%
BTI
246
Blue Trust Inc
Georgia
$18K -$1.55K -12 -8%
CFGS
247
Concourse Financial Group Securities
Alabama
$17K +$9.17K +68 +117%
PA
248
Parallel Advisors
California
$14.7K +$8.63K +64 +142%
PFBT
249
Parkside Financial Bank & Trust
Missouri
$13.8K – – –
CI Investments Inc
250
CI Investments Inc
Ontario, Canada
$13K -$821 -6 -6%
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10
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