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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
Morgan Stanley
1
Morgan Stanley
New York
$529M +$225M +4,560,140 +85%
Vanguard Group
2
Vanguard Group
Pennsylvania
$305M +$23.7M +480,179 +9%
BMC
3
Battery Management Corp
Massachusetts
$251M +$72.8M +1,472,505 +45%
IC
4
Iconiq Capital
California
$247M -$49.4M -1,000,000 -18%
BlackRock
5
BlackRock
New York
$214M +$16.8M +340,368 +9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
6
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$111M +$39.8M +805,000 +63%
CIP
7
Champlain Investment Partners
Vermont
$104M +$32.8M +662,765 +51%
AllianceBernstein
8
AllianceBernstein
Tennessee
$100M -$8.16M -164,962 -8%
SV
9
Sapphire Ventures
Texas
$92.7M
CCM
10
Cadian Capital Management
New York
$84.9M -$86.5M -1,749,008 -52%
1832 Asset Management
11
1832 Asset Management
Ontario, Canada
$81.1M +$63.6M +1,287,500 +537%
Invesco
12
Invesco
Georgia
$75.8M +$6.57M +132,995 +10%
State Street
13
State Street
Massachusetts
$62.3M +$7.38M +149,362 +15%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$59.9M +$17.4M +352,090 +45%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$59.7M +$3.9M +78,956 +8%
Deutsche Bank
16
Deutsche Bank
Germany
$54M +$48.9M +988,638 +3,589%
T. Rowe Price Investment Management
17
T. Rowe Price Investment Management
Maryland
$43.3M +$1.75M +35,415 +5%
DCM
18
Driehaus Capital Management
Illinois
$41.1M +$17.6M +355,380 +85%
Norges Bank
19
Norges Bank
Norway
$37.6M -$1.78M -36,000 -5%
Fiera Capital (Canada)
20
Fiera Capital (Canada)
Quebec, Canada
$31.2M +$29M +586,358 New
Federated Hermes
21
Federated Hermes
Pennsylvania
$26.8M +$11.9M +239,742 +91%
Northern Trust
22
Northern Trust
Illinois
$25.4M -$145K -2,928 -0.6%
Voloridge Investment Management
23
Voloridge Investment Management
Florida
$24.9M -$9.33M -188,708 -29%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$23.9M +$2.48M +50,151 +13%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$23.2M -$201K -4,070 -0.9%

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.