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Balchem Corp

240 hedge funds and large institutions have $2.88B invested in Balchem Corp in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 86 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

79% more call options, than puts

Call options by funds: $2.46M | Put options by funds: $1.37M

5% more funds holding

Funds holding: 228240 (+12)

1% more capital invested

Capital invested by funds: $2.85B → $2.88B (+$31.6M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.74% less ownership

Funds ownership: 88.8%88.07% (-0.74%)

14% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 86

Holders
240
Holders Change
+12
Holders Change %
+5.26%
% of All Funds
4.73%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
34
Increased
74
Reduced
86
Closed
14
Calls
$2.46M
Puts
$1.37M
Net Calls
+$1.09M
Net Calls Change
-$540K
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
151
HSBC Holdings
United Kingdom
$406K -$12.1K -120 -3%
SG Americas Securities
152
SG Americas Securities
New York
$392K -$426K -4,219 -52%
HVIA
153
Hudson Valley Investment Advisors
New York
$392K
LTFS
154
Ladenburg Thalmann Financial Services
Florida
$390K +$4.74K +47 +1%
SSA
155
Schonfeld Strategic Advisors
New York
$357K +$354K +3,511 New
PA
156
Profund Advisors
Maryland
$354K -$66.3K -657 -16%
ACM
157
Ashford Capital Management
Delaware
$351K -$343K -3,400 -50%
ARMC
158
American Research & Management Company
Massachusetts
$348K +$345K +3,425 New
SO
159
STRS Ohio
Ohio
$325K
CGH
160
Crossmark Global Holdings
Texas
$317K +$1.01K +10 +0.3%
PTC
161
Petrus Trust Company
Texas
$310K +$308K +3,051 New
GC
162
Guggenheim Capital
Illinois
$304K -$9.08K -90 -3%
AG
163
Advisor Group
Arizona
$301K +$60.8K +603 +25%
SCM
164
Shelton Capital Management
Colorado
$294K -$13.7K -136 -4%
AIP
165
Ameritas Investment Partners
Nebraska
$286K +$10.1K +100 +4%
P
166
Pitcairn
Pennsylvania
$265K +$3.73K +37 +1%
AAM
167
Advisors Asset Management
Colorado
$259K -$3.53K -35 -1%
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$253K +$2.82K +28 +1%
CAM
169
Cresset Asset Management
Illinois
$247K +$244K +2,419 New
CEP
170
Chicago Equity Partners
Illinois
$236K -$161K -1,600 -41%
MFG
171
Magnus Financial Group
New York
$234K
Allianz Asset Management
172
Allianz Asset Management
Germany
$226K +$3.83K +38 +2%
ZB
173
Zions Bancorporation
Utah
$222K -$51.8K -514 -19%
LCAM
174
London & Capital Asset Management
United Kingdom
$222K
AQR Capital Management
175
AQR Capital Management
Connecticut
$221K -$149K -1,475 -40%