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232 hedge funds and large institutions have $3.3B invested in Braze in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 93 increasing their positions, 53 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 24

109% more call options, than puts

Call options by funds: $18.7M | Put options by funds: $8.93M

75% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 53

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

39% more capital invested

Capital invested by funds: $2.37B → $3.3B (+$925M)

20% more funds holding

Funds holding: 193232 (+39)

14.99% more ownership

Funds ownership: 75.51%90.51% (+15%)

Holders
232
Holders Change
+39
Holders Change %
+20.21%
% of All Funds
3.38%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
64
Increased
93
Reduced
53
Closed
24
Calls
$18.7M
Puts
$8.93M
Net Calls
+$9.73M
Net Calls Change
+$6.02M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
51
Pathway Capital Management
California
$8.38M +$7.79M +157,649 New
EGM
52
Engineers Gate Manager
New York
$8.32M +$7.74M +156,635 New
Dimensional Fund Advisors
53
Dimensional Fund Advisors
Texas
$7.78M -$1.44M -29,138 -17%
JFG
54
Jefferies Financial Group
New York
$7.03M +$1.51M +30,581 +30%
Principal Financial Group
55
Principal Financial Group
Iowa
$6.22M +$1.15M +23,322 +25%
Marshall Wace
56
Marshall Wace
United Kingdom
$6.11M +$5.68M +114,918 New
OQS
57
Occudo Quantitative Strategies
Florida
$5.4M +$5.02M +101,581 New
N
58
Numerai
California
$5.34M +$4.23M +85,602 +574%
SEI Investments
59
SEI Investments
Pennsylvania
$5.32M -$1.17M -23,729 -19%
Swiss National Bank
60
Swiss National Bank
Switzerland
$4.93M +$69.2K +1,400 +2%
Russell Investments Group
61
Russell Investments Group
United Kingdom
$4.91M +$1.19M +24,098 +35%
EGI
62
EAM Global Investors
California
$4.79M
UBS Group
63
UBS Group
Switzerland
$4.73M +$2.46M +49,787 +127%
Ameriprise
64
Ameriprise
Minnesota
$4.64M +$1.23M +24,980 +40%
Barclays
65
Barclays
United Kingdom
$4.32M +$3.19M +64,492 +384%
Wells Fargo
66
Wells Fargo
California
$4.23M +$3.26M +65,920 +481%
WMSA
67
Weiss Multi-Strategy Advisers
New York
$4.18M -$1.05M -21,247 -21%
CIBC Private Wealth Group
68
CIBC Private Wealth Group
Georgia
$4.02M -$6.77M -136,964 -64%
NCGI
69
Next Century Growth Investors
Minnesota
$3.88M +$3.61M +73,021 New
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$3.76M -$2.23K -45 -0.1%
Jane Street
71
Jane Street
New York
$3.75M +$3.16M +63,960 +976%
EI
72
EAM Investors
California
$3.65M +$3.4M +68,722 New
AM
73
AGF Management
Ontario, Canada
$3.28M +$3.05M +61,764 New
Arrowstreet Capital
74
Arrowstreet Capital
Massachusetts
$2.8M +$2.61M +52,762 New
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$2.77M +$2.57M +52,048 New

BRZE Hedge Fund Activity: Q4 2023 in Review

232 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Braze (BRZE) for Q4 2023, worth a combined $3.3B — up 39% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new BRZE positions and 24 closed out — a net gain of 40 holders — while 93 added to existing stakes and 53 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $225M. The largest seller was Cadian Capital Management, cutting an estimated $86.5M.

  • 232 institutional investors held Braze (BRZE) as of Q4 2023, up from 193 in Q3 2023.
  • Funds reported $3.3B of Braze stock for Q4 2023, up 39% quarter-over-quarter.
  • 64 funds opened new Braze positions in Q4 2023 and 24 closed out, a net change of +40 holders.
  • The largest Braze buyer in Q4 2023 was Morgan Stanley, an estimated $225M added.
  • The largest Braze seller in Q4 2023 was Cadian Capital Management, an estimated $86.5M sold.

Based on aggregated 13F filings for Q4 2023.