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Bruker
BRKR

360 hedge funds and large institutions have $8.11B invested in Bruker in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 117 increasing their positions, 138 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more call options, than puts

Call options by funds: $8.77M | Put options by funds: $2.65M

43% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 44

19% more capital invested

Capital invested by funds: $6.79B → $8.11B (+$1.32B)

4.81% more ownership

Funds ownership: 74.9% → 79.71% (+4.8%)

4% more funds holding

Funds holding: 345 → 360 (+15)

15% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 138

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
360
Holders Change
+15
Holders Change %
+4.35%
% of All Funds
5.25%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
63
Increased
117
Reduced
138
Closed
44
Calls
$8.77M
Puts
$2.65M
Net Calls
+$6.13M
Net Calls Change
-$5.58M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$45.4M
2
Citadel Advisors
Citadel Advisors
Florida
+$39.1M
3
TD Asset Management
TD Asset Management
Ontario, Canada
+$36.1M
4
Millennium Management
Millennium Management
New York
+$30.1M
5
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
+$23.9M

Top Sellers

1
PCA
Pallas Capital Advisors
Massachusetts
-$67.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$37M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$27.8M
4
BlackRock
BlackRock
New York
-$23.2M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$22.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
NG
251
Norden Group
Utah
$308K -$56.6K -884 -17%
PWG
252
Portside Wealth Group
Utah
$307K +$17.4K +272 +7%
AWAU
253
Alliance Wealth Advisors (Utah)
Utah
$298K +$18.6K +291 +8%
SHGA
254
Sand Hill Global Advisors
California
$295K – – –
Vontobel Holding
255
Vontobel Holding
Switzerland
$294K -$24.3K -380 -9%
SCM
256
Shelton Capital Management
Colorado
$294K -$43K -671 -14%
BBA
257
BLB&B Advisors
Pennsylvania
$289K -$19.2K -299 -7%
Corient Private Wealth
258
Corient Private Wealth
Florida
$283K +$26.8K +419 +12%
AWS
259
Atria Wealth Solutions
New York
$272K -$12.3K -192 -5%
Voloridge Investment Management
260
Voloridge Investment Management
Florida
$266K -$11.9M -185,565 -98%
BL
261
Balentine LLC
Georgia
$251K +$219K +3,419 New
LWAM
262
Legacy Wealth Asset Management
Minnesota
$251K +$11.8K +184 +6%
TPCW
263
TD Private Client Wealth
New York
$247K -$11.8K -184 -5%
KAS
264
Kestra Advisory Services
Texas
$240K +$209K +3,264 New
Fayez Sarofim & Co
265
Fayez Sarofim & Co
Texas
$232K – – –
Cambridge Investment Research Advisors
266
Cambridge Investment Research Advisors
Iowa
$229K +$199K +3,112 New
PNC Financial Services Group
267
PNC Financial Services Group
Pennsylvania
$229K +$24.4K +381 +14%
OFS
268
OneAscent Financial Services
Alabama
$226K +$197K +3,078 New
CNBT
269
Canandaigua National Bank & Trust
New York
$223K +$194K +3,034 New
BTW
270
Boston Trust Walden
Massachusetts
$220K +$192K +3,000 New
FCM
271
Farallon Capital Management
California
$220K +$192K +3,000 New
CCM
272
Coldstream Capital Management
Washington
$209K +$182K +2,841 New
PA
273
Profund Advisors
Maryland
$208K +$182K +2,835 New
CIBC Asset Management
274
CIBC Asset Management
Ontario, Canada
$208K +$181K +2,832 New
LAM
275
L2 Asset Management
Massachusetts
$207K +$180K +2,816 New
9 10
11
12 13

BRKR Hedge Fund Activity: Q4 2023 in Review

360 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Bruker (BRKR) for Q4 2023, worth a combined $8.11B — up 19% from $6.79B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new BRKR positions and 44 closed out — a net gain of 19 holders — while 117 added to existing stakes and 138 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $45.4M. The largest seller was Pallas Capital Advisors, cutting an estimated $67.6M.

  • 360 institutional investors held Bruker (BRKR) as of Q4 2023, up from 345 in Q3 2023.
  • Funds reported $8.11B of Bruker stock for Q4 2023, up 19% quarter-over-quarter.
  • 63 funds opened new Bruker positions in Q4 2023 and 44 closed out, a net change of +19 holders.
  • The largest Bruker buyer in Q4 2023 was Morgan Stanley, an estimated $45.4M added.
  • The largest Bruker seller in Q4 2023 was Pallas Capital Advisors, an estimated $67.6M sold.

Based on aggregated 13F filings for Q4 2023.