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Balchem Corp

260 hedge funds and large institutions have $3.24B invested in Balchem Corp in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 81 increasing their positions, 95 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 31

19% more capital invested

Capital invested by funds: $2.73B → $3.24B (+$506M)

2% more funds holding

Funds holding: 254260 (+6)

0.48% more ownership

Funds ownership: 86.49%86.97% (+0.48%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

15% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 95

Holders
260
Holders Change
+6
Holders Change %
+2.36%
% of All Funds
4.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
81
Reduced
95
Closed
31
Calls
$3.97M
Puts
Net Calls
+$3.97M
Net Calls Change
+$332K
Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
201
First Trust Direct Indexing
Massachusetts
$120K +$110K +1,041 New
CWC
202
Carolinas Wealth Consulting
North Carolina
$105K
Northwestern Mutual Wealth Management
203
Northwestern Mutual Wealth Management
Wisconsin
$87K +$46.5K +441 +141%
PCG
204
Private Capital Group
Connecticut
$86K +$7.39K +70 +10%
FHA
205
First Horizon Advisors
Tennessee
$80K +$2.43K +23 +3%
SWA
206
Sutton Wealth Advisors
Florida
$69.1K
CWA
207
Carolina Wealth Advisors
South Carolina
$63K
EIP
208
Ellis Investment Partners
Pennsylvania
$61K
BBHC
209
Brown Brothers Harriman & Co
New York
$58K
HIA
210
Harbor Investment Advisory
Maryland
$57K +$15.7K +149 +43%
AssetMark Inc
211
AssetMark Inc
California
$50K
HNB
212
Huntington National Bank
Ohio
$50K
MDCM
213
Morgan Dempsey Capital Management
Wisconsin
$47K -$3.27K -31 -7%
AF
214
Advisornet Financial
Minnesota
$47K
AIC
215
Archer Investment Corporation
Indiana
$37.9K
CI Investments Inc
216
CI Investments Inc
Ontario, Canada
$31K +$23.4K +222 +444%
SIAP
217
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$23K
AA
218
Ancora Advisors
Ohio
$23K +$21.1K +200 New
IA
219
Inspire Advisors
Idaho
$23K +$21.4K +203 New
FPS
220
Fieldpoint Private Securities
Connecticut
$22K +$20K +190 New
RE
221
RBC Europe
United Kingdom
$21.8K
PHK
222
Point72 Hong Kong
Hong Kong
$20K +$12.1K +115 +209%
GAM
223
Gemmer Asset Management
California
$19K
QCG
224
Quadrant Capital Group
Ohio
$16K
PWPS
225
Pinnacle Wealth Planning Services
Ohio
$16K +$15.1K +143 New