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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
Pictet Asset Management
176
Pictet Asset Management
Switzerland
$306K
RJA
177
Raymond James & Associates
Florida
$304K +$283K +5,724 New
AIP
178
Ameritas Investment Partners
Nebraska
$288K +$8.5K +172 +3%
KeyBank National Association
179
KeyBank National Association
Ohio
$280K +$261K +5,275 New
ONGA
180
O'Neil Global Advisors
California
$265K -$239K -4,844 -49%
PCM
181
Prelude Capital Management
New York
$251K -$39.3K -794 -14%
OR
182
Olympiad Research
Connecticut
$235K -$40K -809 -15%
Mariner
183
Mariner
Kansas
$232K +$216K +4,367 New
TRCT
184
Tower Research Capital (TRC)
New York
$222K +$151K +3,045 +270%
Wolverine Trading
185
Wolverine Trading
Illinois
$206K -$86.9K -1,757 -31%
Prudential Financial
186
Prudential Financial
New Jersey
$204K +$190K +3,840 New
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$196K +$183K +3,692 New
SOW
188
State of Wyoming
Wyoming
$181K +$9.89K +200 +6%
MLICM
189
Metropolitan Life Insurance Company (MetLife)
New York
$162K
Simplex Trading
190
Simplex Trading
Illinois
$151K +$139K +2,813 +6,861%
ACM
191
Aquatic Capital Management
Illinois
$143K +$133K +2,700 New
IA
192
IFP Advisors
Florida
$124K +$116K +2,340 New
WCM
193
Wildcat Capital Management
New York
$122K
Fidelity Investments
194
Fidelity Investments
Massachusetts
$97.3K +$57.6K +1,166 +175%
AAM
195
Advisors Asset Management
Colorado
$86.4K +$10.9K +221 +16%
DekaBank Deutsche Girozentrale
196
DekaBank Deutsche Girozentrale
Germany
$71K
PA
197
Parallel Advisors
California
$64.3K -$24.6K -497 -29%
KBC Group
198
KBC Group
Belgium
$56K +$24.9K +504 +92%
Comerica Bank
199
Comerica Bank
Texas
$49.9K +$36.7K +743 +377%
CAS
200
Coppell Advisory Solutions
Texas
$44.8K +$41.7K +843 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.