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BCPC

Balchem Corp

268 hedge funds and large institutions have $4.14B invested in Balchem Corp in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 93 increasing their positions, 78 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,324% more call options, than puts

Call options by funds: $16.9M | Put options by funds: $493K

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

19% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 78

12% more capital invested

Capital invested by funds: $3.71B → $4.14B (+$434M)

4% more funds holding

Funds holding: 257268 (+11)

1.39% more ownership

Funds ownership: 87.94%89.33% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
268
Holders Change
+11
Holders Change %
+4.28%
% of All Funds
4.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
93
Reduced
78
Closed
13
Calls
$16.9M
Puts
$493K
Net Calls
+$16.4M
Net Calls Change
+$5.44M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
201
Truist Financial
North Carolina
$210K -$21.7K -160 -10%
Lido Advisors
202
Lido Advisors
California
$207K +$194K +1,432 New
ECM
203
Evergreen Capital Management
Washington
$204K +$190K +1,405 New
SOW
204
State of Wyoming
Wyoming
$203K +$29.1K +215 +18%
UCFA
205
United Capital Financial Advisors
Texas
$202K -$101K -743 -35%
Simplex Trading
206
Simplex Trading
Illinois
$199K
SI
207
Stephens Inc
Arkansas
$150K -$4.47K -33 -3%
HWMA
208
Heritage Wealth Management (Arizona)
Arizona
$150K +$24.5K +181 +21%
BU
209
BBVA USA
Alabama
$124K
FHA
210
First Horizon Advisors
Tennessee
$119K
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$91K -$4.2K -31 -5%
AIC
212
Archer Investment Corporation
Indiana
$90.8K
SWA
213
Sutton Wealth Advisors
Florida
$87K
CWA
214
Carolina Wealth Advisors
South Carolina
$79K
EIP
215
Ellis Investment Partners
Pennsylvania
$77K
HIA
216
Harbor Investment Advisory
Maryland
$72K
HNB
217
Huntington National Bank
Ohio
$64K
AssetMark Inc
218
AssetMark Inc
California
$63K
DWP
219
Destiny Wealth Partners
Florida
$58K +$53.7K +397 New
CI Investments Inc
220
CI Investments Inc
Ontario, Canada
$54K +$406 +3 +0.8%
CAPTRUST Financial Advisors
221
CAPTRUST Financial Advisors
North Carolina
$46K +$28.6K +211 +195%
CFB
222
Cullen/Frost Bankers
Texas
$44K
KBC Group
223
KBC Group
Belgium
$41K +$38.6K +285 New
PCG
224
Private Capital Group
Connecticut
$36K
APA
225
American Portfolios Advisors
New York
$36K +$3.79K +28 +13%