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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
P
176
Pitcairn
Pennsylvania
$476K -$2.81K -22 -0.7%
LCM
177
LCM Capital Management
Illinois
$458K -$1.79K -14 -0.5%
State of Wisconsin Investment Board
178
State of Wisconsin Investment Board
Wisconsin
$455K -$4.01M -31,342 -91%
HVIA
179
Hudson Valley Investment Advisors
New York
$453K – – –
LWAM
180
Legacy Wealth Asset Management
Minnesota
$451K -$639 -5 -0.2%
American Century Companies
181
American Century Companies
Missouri
$441K +$143K +1,118 +61%
NWMG
182
National Wealth Management Group
Ohio
$436K +$375K +2,931 New
PAS
183
Park Avenue Securities
New York
$433K +$93K +728 +33%
LWCFA
184
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$425K -$100K -785 -21%
VPIM
185
Vanguard Personalized Indexing Management
California
$420K +$50.4K +394 +16%
CGH
186
Crossmark Global Holdings
Texas
$400K -$67.1K -525 -16%
Two Sigma Investments
187
Two Sigma Investments
New York
$397K +$341K +2,667 New
II
188
Inspire Investing
Idaho
$384K +$11.2K +88 +4%
KIA
189
KLR Investment Advisors
Rhode Island
$373K +$46.3K +362 +17%
PCA
190
Prosperity Capital Advisors
Ohio
$357K +$307K +2,400 New
EGM
191
Engineers Gate Manager
New York
$326K +$280K +2,191 New
Mercer Global Advisors
192
Mercer Global Advisors
Colorado
$325K +$279K +2,185 New
Mariner
193
Mariner
Kansas
$306K +$2.68K +21 +1%
PGFC
194
Peapack-Gladstone Financial Corp
New Jersey
$305K – – –
PA
195
Profund Advisors
Maryland
$304K +$30K +235 +13%
PTC
196
Petrus Trust Company
Texas
$295K – – –
SOW
197
State of Wyoming
Wyoming
$292K +$8.69K +68 +4%
ACM
198
Argent Capital Management
Missouri
$291K +$16.6K +130 +7%
CIBC Asset Management
199
CIBC Asset Management
Ontario, Canada
$289K +$248K +1,940 New
X
200
Xponance
Pennsylvania
$288K +$5.24K +41 +2%
6 7
8
9 10

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.