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BCPC

Balchem Corp
BCPC

292 hedge funds and large institutions have $4.35B invested in Balchem Corp in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 95 increasing their positions, 106 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,683% more call options, than puts

Call options by funds: $6.37M | Put options by funds: $357K

23% more capital invested

Capital invested by funds: $3.55B → $4.35B (+$800M)

2.78% more ownership

Funds ownership: 88.8% → 91.59% (+2.8%)

8% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 36

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% less funds holding

Funds holding: 293 → 292 (-1)

10% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 106

Holders
292
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
4.26%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
39
Increased
95
Reduced
106
Closed
36
Calls
$6.37M
Puts
$357K
Net Calls
+$6.01M
Net Calls Change
+$4.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$82.2M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$32.9M
3
APG Asset Management
APG Asset Management
Netherlands
+$27.6M
4
BlackRock
BlackRock
New York
+$24.3M
5
JP Morgan Chase
JP Morgan Chase
New York
+$10.6M

Top Sellers

1
SBH
Segall Bryant & Hamill
Illinois
-$32.5M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$16.9M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$10.6M
4
WA
Wasatch Advisors
Utah
-$8.5M
5
MAM
Montanaro Asset Management
United Kingdom
-$4.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJT
226
Raymond James Trust
Florida
$220K +$189K +1,479 New
BFA
227
Bill Few Associates
Pennsylvania
$212K +$182K +1,425 New
PAG
228
Private Advisor Group
New Jersey
$209K +$180K +1,408 New
AF
229
Allworth Financial
California
$142K +$18.4K +144 +18%
SI
230
Stephens Inc
Arkansas
$138K -$15.5K -121 -12%
HNB
231
Huntington National Bank
Ohio
$119K +$767 +6 +0.8%
ACM
232
Aquatic Capital Management
Illinois
$119K +$102K +800 New
KBC Group
233
KBC Group
Belgium
$113K – – –
FWM
234
Focused Wealth Management
New York
$94.8K – – –
EWP
235
Elevation Wealth Partners
California
$82.9K – – –
CWA
236
Carolina Wealth Advisors
South Carolina
$81.5K – – –
QCG
237
Quadrant Capital Group
Ohio
$77.8K -$71.1K -556 -52%
FFA
238
Farther Finance Advisors
California
$72.3K +$61.1K +478 +5,975%
FHA
239
First Horizon Advisors
Tennessee
$64.3K – – –
TWM
240
Tradition Wealth Management
Minnesota
$60K – – –
AIC
241
Archer Investment Corporation
Indiana
$59.6K – – –
GI
242
GAMMA Investing
California
$56.2K +$51.3K +401 New
PCM
243
Perritt Capital Management
Illinois
$55.8K – – –
AssetMark Inc
244
AssetMark Inc
California
$49.4K – – –
SVCP
245
Silicon Valley Capital Partners
California
$49.1K +$42.2K +330 New
Carson Wealth (CWM LLC)
246
Carson Wealth (CWM LLC)
Nebraska
$43K -$4.09K -32 -10%
CWC
247
Carolinas Wealth Consulting
North Carolina
$35.3K – – –
Northwestern Mutual Wealth Management
248
Northwestern Mutual Wealth Management
Wisconsin
$31.7K +$1.66K +13 +7%
Pacer Advisors
249
Pacer Advisors
Pennsylvania
$29.6K +$6.39K +50 +34%
CFGS
250
Concourse Financial Group Securities
Alabama
$28.9K +$8.69K +68 +54%
8 9
10
11 12

BCPC Hedge Fund Activity: Q4 2023 in Review

292 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Balchem Corp (BCPC) for Q4 2023, worth a combined $4.35B — up 23% from $3.55B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BCPC positions and 36 closed out — a net gain of 3 holders — while 95 added to existing stakes and 106 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $82.2M. The largest seller was Segall Bryant & Hamill, cutting an estimated $32.5M.

  • 292 institutional investors held Balchem Corp (BCPC) as of Q4 2023, down from 293 in Q3 2023.
  • Funds reported $4.35B of Balchem Corp stock for Q4 2023, up 23% quarter-over-quarter.
  • 39 funds opened new Balchem Corp positions in Q4 2023 and 36 closed out, a net change of +3 holders.
  • The largest Balchem Corp buyer in Q4 2023 was Morgan Stanley, an estimated $82.2M added.
  • The largest Balchem Corp seller in Q4 2023 was Segall Bryant & Hamill, an estimated $32.5M sold.

Based on aggregated 13F filings for Q4 2023.