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BGRY

Berkshire Grey, Inc. Class A Common Stock

Delisted

BGRY was delisted on the 19th of July, 2023.

55 hedge funds and large institutions have $1.34B invested in Berkshire Grey, Inc. Class A Common Stock in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

570% more capital invested

Capital invested by funds: $200M → $1.34B (+$1.14B)

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

112% more call options, than puts

Call options by funds: $3.17M | Put options by funds: $1.5M

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

19% less funds holding

Funds holding: 6855 (-13)

25% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 51

Holders
55
Holders Change
-13
Holders Change %
-19.12%
% of All Funds
0.96%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
38
Increased
10
Reduced
6
Closed
51
Calls
$3.17M
Puts
$1.5M
Net Calls
+$1.68M
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
SGA
1
SB Global Advisers
United Kingdom
$461M +$561M +65,567,317 New
VS
2
VK Services
California
$398M +$484M +56,567,914 New
NMC
3
NEA Management Company
Maryland
$269M +$327M +38,226,621 New
CPX
4
Canaan Partners X
California
$101M +$122M +14,302,523 New
WBC
5
Westpac Banking Corp
Australia
$29.1M +$911K +106,436 New
WHP
6
Washington Harbour Partners
Virginia
$19.9M +$4.48M +523,094 +23%
GAM
7
Goldentree Asset Management
New York
$9.38M +$8.55M +1,000,000 +299%
Vanguard Group
8
Vanguard Group
Pennsylvania
$8.69M +$10.6M +1,236,733 New
Millennium Management
9
Millennium Management
New York
$8.27M -$3.85M -450,061 -28%
BlackRock
10
BlackRock
New York
$5.5M +$1.74M +203,535 +35%
BWA
11
Bordeaux Wealth Advisors
California
$4.7M +$5.72M +668,768 New
TCIM
12
TOMS Capital Investment Management
New York
$3.52M +$4.28M +500,000 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$2.15M +$2.46M +287,276 +1,542%
SIM
14
Stratos Investment Management
Ohio
$2.13M +$2.6M +303,698 New
JP Morgan Chase
15
JP Morgan Chase
New York
$1.82M +$203K +23,709 +10%
MCM
16
Moore Capital Management
New York
$1.76M +$2.14M +250,000 New
AIMCA
17
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.41M +$1.71M +200,000 New
Charles Schwab
18
Charles Schwab
California
$1.35M +$1.65M +192,572 New
Alyeska Investment Group
19
Alyeska Investment Group
Illinois
$1.05M -$3M -350,993 -70%
MWNA
20
Marshall Wace North America
New York
$1.05M -$2.7M -315,090 -68%
State Street
21
State Street
Massachusetts
$874K +$1.06M +124,300 New
CAM
22
Columbia Asset Management
Michigan
$823K +$1.71K +200 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$751K +$491K +57,407 +116%
SAM
24
Serengeti Asset Management
New York
$703K -$1.28M -150,000 -60%
FANJ
25
Financial Architects (New Jersey)
New Jersey
$703K +$428K +50,000 +100%

BGRY Hedge Fund Activity: Q3 2021 in Review

55 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Berkshire Grey, Inc. Class A Common Stock (BGRY) for Q3 2021, worth a combined $1.34B — up 570% from $200M a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of BGRY and 38 opened new positions — a net loss of 13 holders — while 6 trimmed existing stakes and 10 added.

The largest buyer was VK Services, opening a new position worth an estimated $484M. The largest seller was Suvretta Capital Management, exiting entirely with an estimated $24.9M sold.

  • 55 institutional investors held Berkshire Grey, Inc. Class A Common Stock (BGRY) as of Q3 2021, down from 68 in Q2 2021.
  • Funds reported $1.34B of Berkshire Grey, Inc. Class A Common Stock stock for Q3 2021, up 570% quarter-over-quarter.
  • 38 funds opened new Berkshire Grey, Inc. Class A Common Stock positions in Q3 2021 and 51 closed out, a net change of -13 holders.
  • The largest Berkshire Grey, Inc. Class A Common Stock buyer in Q3 2021 was VK Services, an estimated $484M added.
  • The largest Berkshire Grey, Inc. Class A Common Stock seller in Q3 2021 was Suvretta Capital Management, an estimated $24.9M sold.

Based on aggregated 13F filings for Q3 2021.