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
PWM
151
Prosperity Wealth Management
California
$263K -$18.9K -430 -7%
LA
152
Legacy Advisors
Pennsylvania
$259K
PCM
153
Prelude Capital Management
New York
$258K +$242K +5,516 New
HighTower Advisors
154
HighTower Advisors
Illinois
$256K +$14.7K +335 +7%
LFM
155
LGT Fund Management
Liechtenstein
$248K +$232K +5,280 New
EPL
156
EDBI Pte Ltd
Singapore
$247K
AL
157
Arnhold LLC
New York
$247K +$23.2K +529 +11%
AIP
158
Ameritas Investment Partners
Nebraska
$246K +$106K +2,403 +84%
OR
159
Olympiad Research
Connecticut
$244K +$230K +5,228 New
Handelsbanken Fonder
160
Handelsbanken Fonder
Sweden
$238K
State of Wisconsin Investment Board
161
State of Wisconsin Investment Board
Wisconsin
$218K +$205K +4,658 New
GAM
162
Gotham Asset Management
New York
$213K +$200K +4,550 New
SOW
163
State of Wyoming
Wyoming
$150K +$68.3K +1,554 +94%
MLICM
164
Metropolitan Life Insurance Company (MetLife)
New York
$143K +$50.7K +1,154 +61%
WCM
165
Wildcat Capital Management
New York
$107K +$101K +2,289 New
PA
166
Parallel Advisors
California
$79.8K +$5.84K +133 +8%
AAM
167
Advisors Asset Management
Colorado
$65.7K +$25.4K +579 +70%
DekaBank Deutsche Girozentrale
168
DekaBank Deutsche Girozentrale
Germany
$61K +$57.4K +1,307 New
TRCT
169
Tower Research Capital (TRC)
New York
$52.8K -$171K -3,893 -78%
CG
170
Cutler Group
California
$35K -$62.2K -1,415 -65%
BCM
171
BluePath Capital Management
Georgia
$31.2K +$29.3K +667 New
Fidelity Investments
172
Fidelity Investments
Massachusetts
$31.1K -$11.2M -253,721 -100%
FAM
173
Fred Alger Management
New York
$29.5K +$27.7K +631 New
Nisa Investment Advisors
174
Nisa Investment Advisors
Missouri
$28.1K
QL
175
Quarry LP
New York
$26.3K +$3.52K +80 +17%

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.