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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
AF
201
Advisornet Financial
Minnesota
$41K
AssetMark Inc
202
AssetMark Inc
California
$39K
TRCT
203
Tower Research Capital (TRC)
New York
$35K -$66.5K -659 -66%
AIC
204
Archer Investment Corporation
Indiana
$33K +$33.2K +329 New
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$27K
Fidelity Investments
206
Fidelity Investments
Massachusetts
$27K +$7.77K +77 +41%
GDP
207
Great Diamond Partners
Maine
$24K +$24K +238 New
PCM
208
Penserra Capital Management
California
$21K +$20K +198 New
MPWT
209
MassMutual Private Wealth & Trust
Connecticut
$20K
SIAP
210
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$20K
RE
211
RBC Europe
United Kingdom
$19.2K
IA
212
IFP Advisors
Florida
$18K +$1.41K +14 +9%
GAM
213
Gemmer Asset Management
California
$17K
QCG
214
Quadrant Capital Group
Ohio
$12K +$5.55K +55 +57%
GWM
215
Geneos Wealth Management
Colorado
$11K +$6.05K +60 +118%
EW
216
Evoke Wealth
California
$10K
LWM
217
Liberty Wealth Management
California
$10K
OPS
218
Orion Portfolio Solutions
Nebraska
$10K +$9.88K +98 New
ASN
219
Advisory Services Network
Georgia
$9K -$7.57K -75 -47%
VCM
220
Versant Capital Management
Arizona
$9K -$3.03K -30 -24%
VAIA
221
Virtus Alternative Investment Advisers
Connecticut
$9K +$8.98K +89 New
AIM
222
Aigen Investment Management
New York
$7K +$6.96K +69 New
APA
223
American Portfolios Advisors
New York
$6.71K
PA
224
Procyon Advisors
Connecticut
$6K +$6.35K +63 New
S
225
SignatureFD
Georgia
$5K -$1.11K -11 -18%