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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
CH
201
Canton Hathaway
Rhode Island
$42K +$39.2K +792 New
NICM
202
Neo Ivy Capital Management
New York
$40K +$37K +748 New
FAM
203
Fred Alger Management
New York
$33.5K
Group One Trading
204
Group One Trading
Illinois
$26.5K +$24.6K +498 New
Nisa Investment Advisors
205
Nisa Investment Advisors
Missouri
$23.2K -$8.16K -165 -27%
PHK
206
Point72 Hong Kong
Hong Kong
$23K +$21.4K +433 New
FHA
207
First Horizon Advisors
Tennessee
$21.4K +$19.9K +402 New
RA
208
RiverPark Advisors
New York
$20.8K +$19.3K +391 New
AIM
209
Arcadia Investment Management
Michigan
$17.5K +$16.3K +329 New
ASN
210
Advisory Services Network
Georgia
$15.1K +$14K +284 New
QL
211
Quarry LP
New York
$13.1K -$15.6K -315 -56%
MIM
212
Macroview Investment Management
Maryland
$10.4K +$2.47K +50 +34%
C
213
Covestor
United Kingdom
$10K +$8.9K +180 +4,500%
NA
214
NewEdge Advisors
Louisiana
$7.76K +$7.22K +146 New
QCG
215
Quadrant Capital Group
Ohio
$6.7K +$5.83K +118 +1,475%
AWM
216
Abound Wealth Management
Tennessee
$5.58K
LC
217
Lindbrook Capital
California
$5.05K +$3.41K +69 +265%
National Bank of Canada
218
National Bank of Canada
Quebec, Canada
$5.03K
MA
219
MCF Advisors
Kentucky
$4.52K +$4.2K +85 New
RFG
220
REAP Financial Group
Texas
$3.29K +$3.06K +62 New
S
221
SignatureFD
Georgia
$3.24K +$2.47K +50 +455%
VNA
222
Valley National Advisers
Pennsylvania
$3K +$2.23K +45 +180%
FFA
223
Farther Finance Advisors
California
$2.39K +$2.23K +45 New
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$2K +$643 +13 +81%
BIA
225
Bell Investment Advisors
California
$1.75K +$1.04K +21 +175%

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.