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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
SA
276
SRH Advisors
Kansas
$2.98K – – –
SWS
277
SYSTM Wealth Solutions
Illinois
$2.84K +$2.43K +19 New
GRP
278
Global Retirement Partners
California
$2.35K – – –
PWMG
279
Private Wealth Management Group
New Jersey
$1.78K +$1.53K +12 New
PFBT
280
Parkside Financial Bank & Trust
Missouri
$1.49K -$11.8K -92 -90%
AAP
281
Arax Advisory Partners
Colorado
$1.19K – – –
JFA
282
JNBA Financial Advisors
Minnesota
$1.19K – – –
BTI
283
Blue Trust Inc
Georgia
$1K -$16K -125 -94%
ANBT
284
American National Bank & Trust
Texas
$893 – – –
SIC
285
SJS Investment Consulting
Ohio
$893 +$128 +1 +20%
AF
286
Advisornet Financial
Minnesota
$744 -$256 -2 -29%
LC
287
Lindbrook Capital
California
$744 +$128 +1 +25%
AWM
288
Abound Wealth Management
Tennessee
$595 -$256 -2 -33%
VCM
289
Versant Capital Management
Arizona
$595 – – –
DPW
290
DiNuzzo Private Wealth
Pennsylvania
$595 +$511 +4 New
GWS
291
Glassman Wealth Services
Virginia
$298 – – –
FDCP
292
Foster Dykema Cabot & Partners
Massachusetts
$150 +$128 +1 New
Assenagon Asset Management
293
Assenagon Asset Management
Luxembourg
– -$10.6M -85,647 Closed
RJFSA
294
Raymond James Financial Services Advisors
Florida
– -$3.19M -25,684 Closed
EP
295
Edgestream Partners
New Jersey
– -$2.13M -17,135 Closed
HF
296
HRT Financial
New York
– -$1.74M -14,034 Closed
Citadel Advisors
297
Citadel Advisors
Florida
– -$1.69M -13,192 Closed
Balyasny Asset Management
298
Balyasny Asset Management
Illinois
– -$1.59M -12,852 Closed
DILIC
299
Dai-ichi Life Insurance Company
Japan
– -$1.39M -11,188 Closed
KIC
300
Kensington Investment Counsel
California
– -$1.25M -10,054 Closed
10 11
12
13 14

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.