We are live on ! Find out more

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
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$452K +$74K +1,684 +21%
B
127
Bailard
California
$445K
Bank Julius Baer & Co
128
Bank Julius Baer & Co
Switzerland
$426K -$10.8K -246 -3%
URS
129
Utah Retirement Systems
Utah
$420K +$395K +8,978 New
ProShare Advisors
130
ProShare Advisors
Maryland
$418K +$102K +2,320 +35%
HCA
131
Harbor Capital Advisors
Illinois
$413K +$77.3K +1,759 +25%
DIM
132
DC Investments Management
Virginia
$383K
AB
133
Amalgamated Bank
New York
$374K +$121K +2,759 +53%
GCM
134
Graham Capital Management
Connecticut
$367K +$345K +7,843 New
CC
135
Corton Capital
Ontario, Canada
$358K +$336K +7,652 New
Royal Bank of Canada
136
Royal Bank of Canada
Ontario, Canada
$340K +$117K +2,661 +58%
TFA
137
Toth Financial Advisory
Virginia
$339K +$319K +7,249 New
Lido Advisors
138
Lido Advisors
California
$327K +$307K +6,991 New
Citigroup
139
Citigroup
New York
$325K -$516K -11,748 -63%
SM
140
Sciencast Management
New Jersey
$319K +$300K +6,829 New
Jane Street
141
Jane Street
New York
$306K -$11.1M -252,283 -97%
Aberdeen Group
142
Aberdeen Group
United Kingdom
$289K +$272K +6,192 New
ASP
143
Adams Street Partners
Illinois
$289K +$272K +6,192 New
SRAM
144
Spouting Rock Asset Management
Pennsylvania
$289K -$1.1K -25 -0.4%
SEC
145
Seven Eight Capital
New York
$283K +$266K +6,060 New
MA
146
Modus Advisors
Minnesota
$282K
NC
147
NinePointTwo Capital
California
$272K -$95.2K -2,167 -27%
SG
148
StepStone Group
California
$270K +$254K +5,779 New
Pictet Asset Management
149
Pictet Asset Management
Switzerland
$269K +$253K +5,756 New
Wolverine Trading
150
Wolverine Trading
Illinois
$263K +$248K +5,637 New

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.