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193 hedge funds and large institutions have $2.37B invested in Braze in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 76 increasing their positions, 41 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 23

85% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 41

52% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $7.2M

17% more funds holding

Funds holding: 165193 (+28)

10% more capital invested

Capital invested by funds: $2.16B → $2.37B (+$215M)

1.62% less ownership

Funds ownership: 77.14%75.51% (-1.6%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
193
Holders Change
+28
Holders Change %
+16.97%
% of All Funds
3.06%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
52
Increased
76
Reduced
41
Closed
23
Calls
$10.9M
Puts
$7.2M
Net Calls
+$3.71M
Net Calls Change
+$5.19M
Name Holding Trade Value Shares
Change
Change in
Stake
OPFM
26
Optimus Prime Fund Management
Cayman Islands
$18.3M -$1.33M -30,185 -7%
Millennium Management
27
Millennium Management
New York
$17.6M -$18.1M -412,312 -52%
Charles Schwab
28
Charles Schwab
California
$17.6M +$4.36M +99,288 +36%
N
29
Nuveen
North Carolina
$17M +$9.02M +205,346 +129%
JP Morgan Chase
30
JP Morgan Chase
New York
$16.6M +$2.72M +61,922 +21%
PCH
31
Polar Capital Holdings
United Kingdom
$16M +$3.27M +74,367 +28%
UBS AM
32
UBS AM
Illinois
$14.9M +$13M +295,779 +1,285%
Goldman Sachs
33
Goldman Sachs
New York
$14.5M +$9.87M +224,526 +263%
Acadian Asset Management
34
Acadian Asset Management
Massachusetts
$14M +$8.04M +182,920 +157%
Allspring Global Investments
35
Allspring Global Investments
North Carolina
$12.8M +$12M +273,786 New
Federated Hermes
36
Federated Hermes
Pennsylvania
$12.4M +$11.6M +264,252 New
1832 Asset Management
37
1832 Asset Management
Ontario, Canada
$11.2M +$3.94M +89,600 +60%
CIBC Private Wealth Group
38
CIBC Private Wealth Group
Georgia
$9.93M -$4.17M -94,958 -31%
Renaissance Technologies
39
Renaissance Technologies
New York
$9.31M +$8.75M +199,200 New
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$8.2M +$737K +16,763 +11%
MGIM
41
M&G Investment Management
United Kingdom
$7.06M +$6.6M +150,255 New
First Trust Advisors
42
First Trust Advisors
Illinois
$5.96M +$2.49M +56,721 +80%
SEI Investments
43
SEI Investments
Pennsylvania
$5.79M +$4.5M +102,298 +475%
GGHC
44
Gilder Gagnon Howe & Co
New York
$5.05M -$110K -2,498 -2%
JFG
45
Jefferies Financial Group
New York
$4.75M -$699K -15,900 -14%
WMSA
46
Weiss Multi-Strategy Advisers
New York
$4.67M -$1M -22,798 -19%
Principal Financial Group
47
Principal Financial Group
Iowa
$4.38M +$4.12M +93,667 New
PI
48
Putnam Investments
Massachusetts
$4.34M +$4.08M +92,829 New
Swiss National Bank
49
Swiss National Bank
Switzerland
$4.27M +$163K +3,700 +4%
EGI
50
EAM Global Investors
California
$4.22M +$2.64K +60 +0.1%

BRZE Hedge Fund Activity: Q3 2023 in Review

193 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Braze (BRZE) for Q3 2023, worth a combined $2.37B — up 10% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new BRZE positions and 23 closed out — a net gain of 29 holders — while 76 added to existing stakes and 41 trimmed.

The largest buyer was Champlain Investment Partners, opening a new position worth an estimated $56.8M. The largest seller was Deutsche Bank, cutting an estimated $94.2M.

  • 193 institutional investors held Braze (BRZE) as of Q3 2023, up from 165 in Q2 2023.
  • Funds reported $2.37B of Braze stock for Q3 2023, up 10% quarter-over-quarter.
  • 52 funds opened new Braze positions in Q3 2023 and 23 closed out, a net change of +29 holders.
  • The largest Braze buyer in Q3 2023 was Champlain Investment Partners, an estimated $56.8M added.
  • The largest Braze seller in Q3 2023 was Deutsche Bank, an estimated $94.2M sold.

Based on aggregated 13F filings for Q3 2023.