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BGRY

Berkshire Grey, Inc. Class A Common Stock

Delisted

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

80 hedge funds and large institutions have $330M invested in Berkshire Grey, Inc. Class A Common Stock in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

798% more call options, than puts

Call options by funds: $862K | Put options by funds: $96K

33% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 18

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

17% more capital invested

Capital invested by funds: $281M → $330M (+$48.9M)

5% more funds holding

Funds holding: 7680 (+4)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
80
Holders Change
+4
Holders Change %
+5.26%
% of All Funds
1.38%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
21
Increased
24
Reduced
18
Closed
17
Calls
$862K
Puts
$96K
Net Calls
+$766K
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
SGA
1
SB Global Advisers
United Kingdom
$111M
VS
2
VK Services
California
$96.2M
NMC
3
NEA Management Company
Maryland
$65M
CPX
4
Canaan Partners X
California
$24.1M -$296K -148,316 -1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.81M +$439K +220,034 +8%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$4.08M -$561K -281,209 -10%
BlackRock
7
BlackRock
New York
$4.01M +$163K +81,726 +4%
SW
8
SVB Wealth
Massachusetts
$2.87M
GAM
9
Goldentree Asset Management
New York
$2.27M
BGIM
10
Brandywine Global Investment Management
Pennsylvania
$2.08M +$2.44M +1,224,987 New
BWA
11
Bordeaux Wealth Advisors
California
$1.68M
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.55M +$29K +14,542 +2%
CWM
13
Congress Wealth Management
Massachusetts
$1.47M +$437K +218,859 +34%
State Street
14
State Street
Massachusetts
$1.17M -$2.87K -1,440 -0.2%
CAM
15
Columbia Asset Management
Michigan
$813K
CS
16
Credit Suisse
Switzerland
$680K +$799K +400,253 +1,667,721%
Northern Trust
17
Northern Trust
Illinois
$667K +$1.21K +605 +0.2%
Charles Schwab
18
Charles Schwab
California
$563K +$58.9K +29,525 +10%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$445K +$522K +261,704 New
N
20
Nuveen
North Carolina
$429K +$23.2K +11,617 +5%
Millennium Management
21
Millennium Management
New York
$302K -$2.16M -1,084,464 -86%
Morgan Stanley
22
Morgan Stanley
New York
$283K +$235K +117,641 +239%
Bank of America
23
Bank of America
North Carolina
$254K +$41.6K +20,824 +16%
NU
24
Northwestern University
Illinois
$223K
AR
25
Advisory Research
Illinois
$205K +$241K +120,739 New

BGRY Hedge Fund Activity: Q3 2022 in Review

80 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Berkshire Grey, Inc. Class A Common Stock (BGRY) for Q3 2022, worth a combined $330M — up 17% from $281M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BGRY positions and 17 closed out — a net gain of 4 holders — while 24 added to existing stakes and 18 trimmed.

The largest buyer was Brandywine Global Investment Management, opening a new position worth an estimated $2.44M. The largest seller was Millennium Management, cutting an estimated $2.16M.

  • 80 institutional investors held Berkshire Grey, Inc. Class A Common Stock (BGRY) as of Q3 2022, up from 76 in Q2 2022.
  • Funds reported $330M of Berkshire Grey, Inc. Class A Common Stock stock for Q3 2022, up 17% quarter-over-quarter.
  • 21 funds opened new Berkshire Grey, Inc. Class A Common Stock positions in Q3 2022 and 17 closed out, a net change of +4 holders.
  • The largest Berkshire Grey, Inc. Class A Common Stock buyer in Q3 2022 was Brandywine Global Investment Management, an estimated $2.44M added.
  • The largest Berkshire Grey, Inc. Class A Common Stock seller in Q3 2022 was Millennium Management, an estimated $2.16M sold.

Based on aggregated 13F filings for Q3 2022.