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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
DT
126
Diversified Trust
Tennessee
$859K +$195K +3,946 +32%
TD Asset Management
127
TD Asset Management
Ontario, Canada
$859K +$235K +4,760 +42%
Osaic Holdings
128
Osaic Holdings
Arizona
$829K +$759K +15,359 +6,400%
TFA
129
Toth Financial Advisory
Virginia
$797K +$383K +7,751 +107%
State Board of Administration of Florida Retirement System
130
State Board of Administration of Florida Retirement System
Florida
$795K
YIH
131
Y-Intercept (HK)
Hong Kong
$790K +$735K +14,866 New
SVI
132
Strategic Vision Investment
Hong Kong
$765K
BCI
133
Brinker Capital Investments
Pennsylvania
$759K +$766K +15,498 New
OPS
134
Orion Portfolio Solutions
Nebraska
$759K +$766K +15,498 New
A
135
AlphaQuest
New York
$701K +$652K +13,198 New
ASRS
136
Arizona State Retirement System
Arizona
$699K +$66K +1,335 +11%
UAM
137
Unison Asset Management
Florida
$696K
ProShare Advisors
138
ProShare Advisors
Maryland
$646K +$159K +3,214 +36%
Stifel Financial
139
Stifel Financial
Missouri
$644K +$600K +12,130 New
US Bancorp
140
US Bancorp
Minnesota
$623K +$558K +11,281 +2,518%
1I
141
1888 Investments
Colorado
$617K +$574K +11,614 New
TI
142
Trexquant Investment
Connecticut
$598K -$3.1M -62,623 -85%
Zurich Cantonal Bank
143
Zurich Cantonal Bank
Switzerland
$590K +$70.9K +1,434 +15%
AssetMark Inc
144
AssetMark Inc
California
$580K +$540K +10,923 New
PMAM
145
Penn Mutual Asset Management
Pennsylvania
$576K +$536K +10,839 New
HCA
146
Harbour Capital Advisors
Virginia
$567K -$7.42K -150 -1%
EPL
147
EDBI Pte Ltd
Singapore
$561K +$261K +5,279 +100%
ADIM
148
Alpha DNA Investment Management
Maryland
$560K -$88.1K -1,782 -14%
AG
149
Algert Global
California
$539K -$395K -8,000 -44%
AP
150
AlpInvest Partners
Netherlands
$532K -$495K -10,013 -50%

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.