We are live on ! Find out more

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
HFA
151
Harbert Fund Advisors
Alabama
$531K -$37.1K -750 -7%
HCA
152
Harbor Capital Advisors
Illinois
$526K +$52.6K +1,063 +12%
XT
153
XTX Topco
Cayman Islands
$519K -$76.9K -1,556 -14%
AWM
154
AE Wealth Management
Kansas
$516K -$83.2K -1,683 -15%
Public Employees Retirement Association of Colorado
155
Public Employees Retirement Association of Colorado
Colorado
$513K +$477K +9,647 New
Lido Advisors
156
Lido Advisors
California
$510K +$128K +2,599 +37%
M1FG
157
Mach-1 Financial Group
Arkansas
$494K -$79.1K -1,601 -15%
William Blair & Company
158
William Blair & Company
Illinois
$490K -$575K -11,636 -56%
OA
159
Oracle Alpha
Ontario, Canada
$476K +$443K +8,951 New
DFCM
160
Dark Forest Capital Management
Puerto Rico
$460K +$428K +8,654 New
MAM
161
Maytree Asset Management
Hong Kong
$457K +$425K +8,600 New
CP
162
CenterBook Partners
Connecticut
$453K +$421K +8,518 New
Twin Tree Management
163
Twin Tree Management
Texas
$450K +$418K +8,465 New
DIM
164
DC Investments Management
Virginia
$435K
Handelsbanken Fonder
165
Handelsbanken Fonder
Sweden
$430K +$148K +3,000 +59%
AL
166
Arnhold LLC
New York
$407K +$118K +2,377 +45%
MF
167
Magnetar Financial
Illinois
$406K +$378K +7,641 New
AB
168
Amalgamated Bank
New York
$402K -$21.5K -435 -5%
SCA
169
Snowden Capital Advisors
New York
$390K +$363K +7,337 New
Tudor Investment Corp
170
Tudor Investment Corp
Connecticut
$386K -$449K -9,081 -56%
WP
171
Woodline Partners
California
$350K +$325K +6,580 New
MA
172
Modus Advisors
Minnesota
$320K
OAM
173
Oppenheimer Asset Management
New York
$320K +$297K +6,015 New
NC
174
NinePointTwo Capital
California
$310K
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$308K +$277K +5,600 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.