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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 $284M invested in Berkshire Grey, Inc. Class A Common Stock in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

422% more call options, than puts

Call options by funds: $167K | Put options by funds: $32K

93% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 15

4% more capital invested

Capital invested by funds: $274M → $284M (+$9.99M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5% less funds holding

Funds holding: 8480 (-4)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

Holders
80
Holders Change
-4
Holders Change %
-4.76%
% of All Funds
1.26%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
11
Increased
29
Reduced
15
Closed
15
Calls
$167K
Puts
$32K
Net Calls
+$135K
Net Calls Change
-$185K
Name Holding Trade Value Shares
Change
Change in
Stake
SoftBank Group
1
SoftBank Group
Japan
$92.4M
VS
2
VK Services
California
$79.8M
NMC
3
NEA Management Company
Maryland
$53.8M
CPX
4
Canaan Partners X
California
$20M
BlackRock
5
BlackRock
New York
$4.79M +$1.31M +942,643 +38%
Vanguard Group
6
Vanguard Group
Pennsylvania
$4.08M +$9.37K +6,762 +0.2%
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$3.56M +$762K +549,945 +28%
SW
8
SVB Wealth
Massachusetts
$2.38M
CWM
9
Congress Wealth Management
Massachusetts
$2.25M +$303K +218,859 +16%
GAM
10
Goldentree Asset Management
New York
$1.88M
BGIM
11
Brandywine Global Investment Management
Pennsylvania
$1.72M -$7.07K -5,100 -0.4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.68M +$180K +129,857 +12%
PCM
13
PenderFund Capital Management
British Columbia, Canada
$1.53M +$579K +417,410 +104%
State Street
14
State Street
Massachusetts
$1.43M +$246K +177,150 +21%
BWA
15
Bordeaux Wealth Advisors
California
$1.33M -$66.1K -47,652 -5%
PCM
16
Prelude Capital Management
New York
$1.13M +$584K +421,221 +111%
Goldman Sachs
17
Goldman Sachs
New York
$1.08M +$1.03M +741,329 +3,047%
CAM
18
Columbia Asset Management
Michigan
$1.04M
GF
19
Gabelli Funds
New York
$993K +$717K +517,320 +277%
JP Morgan Chase
20
JP Morgan Chase
New York
$857K +$430K +310,212 +104%
GCIA
21
Gabelli & Co Investment Advisers
New York
$778K +$576K +415,200 +304%
Northern Trust
22
Northern Trust
Illinois
$718K +$150K +108,366 +27%
NCM
23
Nantahala Capital Management
Connecticut
$705K +$693K +500,000 New
Charles Schwab
24
Charles Schwab
California
$581K +$74.9K +54,030 +15%
ACA
25
Atlas Capital Advisors
Wyoming
$432K

BGRY Hedge Fund Activity: Q2 2023 in Review

80 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Berkshire Grey, Inc. Class A Common Stock (BGRY) for Q2 2023, worth a combined $284M — up 3.6% from $274M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of BGRY and 11 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 29 added.

The largest buyer was BlackRock, adding an estimated $1.31M. The largest seller was Corient Private Wealth, exiting entirely with an estimated $2.33M sold.

  • 80 institutional investors held Berkshire Grey, Inc. Class A Common Stock (BGRY) as of Q2 2023, down from 84 in Q1 2023.
  • Funds reported $284M of Berkshire Grey, Inc. Class A Common Stock stock for Q2 2023, up 3.6% quarter-over-quarter.
  • 11 funds opened new Berkshire Grey, Inc. Class A Common Stock positions in Q2 2023 and 15 closed out, a net change of -4 holders.
  • The largest Berkshire Grey, Inc. Class A Common Stock buyer in Q2 2023 was BlackRock, an estimated $1.31M added.
  • The largest Berkshire Grey, Inc. Class A Common Stock seller in Q2 2023 was Corient Private Wealth, an estimated $2.33M sold.

Based on aggregated 13F filings for Q2 2023.