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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
KBC Group
176
KBC Group
Belgium
$26K +$24K +547 New
US Bancorp
177
US Bancorp
Minnesota
$20.9K -$4.7K -107 -19%
Osaic Holdings
178
Osaic Holdings
Arizona
$11.2K +$5.71K +130 +118%
Comerica Bank
179
Comerica Bank
Texas
$9.21K +$8.66K +197 New
MIM
180
Macroview Investment Management
Maryland
$6.82K +$6.42K +146 New
AWM
181
Abound Wealth Management
Tennessee
$4.91K
National Bank of Canada
182
National Bank of Canada
Quebec, Canada
$4.64K
BAAM
183
Baker Avenue Asset Management
California
$1.45K
LC
184
Lindbrook Capital
California
$1.22K +$220 +5 +24%
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$1K
VNA
186
Valley National Advisers
Pennsylvania
$1K +$1.1K +25 New
Simplex Trading
187
Simplex Trading
Illinois
$1K +$1.8K +41 New
BIA
188
Bell Investment Advisors
California
$561
JWM
189
Janiczek Wealth Management
Colorado
$561
S
190
SignatureFD
Georgia
$514 +$483 +11 New
QCG
191
Quadrant Capital Group
Ohio
$374
AF
192
Allworth Financial
California
$141 +$132 +3 New
SSA
193
Schonfeld Strategic Advisors
New York
-$31.1M -710,000 Closed
MCAV
194
Meritech Capital Associates VI
California
-$27M -616,667 Closed
CMG
195
Cavalry Management Group
California
-$8.66M -197,745 Closed
SI
196
SQN Investors
California
-$8.29M -189,408 Closed
Two Sigma Investments
197
Two Sigma Investments
New York
-$2.47M -56,400 Closed
CFG
198
Citizens Financial Group
Rhode Island
-$1.93M -43,979 Closed
OQS
199
Occudo Quantitative Strategies
Florida
-$1.43M -32,710 Closed
Holocene Advisors
200
Holocene Advisors
New York
-$1.41M -32,152 Closed

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.