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Cadre Holdings

70 hedge funds and large institutions have $298M invested in Cadre Holdings in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

40% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 20

21% more capital invested

Capital invested by funds: $247M → $298M (+$51.9M)

0.25% more ownership

Funds ownership: 33.84%34.09% (+0.25%)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

1% less funds holding

Funds holding: 7170 (-1)

65% less call options, than puts

Call options by funds: $233K | Put options by funds: $669K

Holders
70
Holders Change
-1
Holders Change %
-1.41%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
28
Reduced
20
Closed
14
Calls
$233K
Puts
$669K
Net Calls
-$436K
Net Calls Change
-$431K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$68.3M +$12.8M +521,782 +23%
GF
2
Greenhouse Funds
Maryland
$39.4M +$4.77M +194,847 +13%
WC
3
Wynnefield Capital
New York
$34.7M
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$29.1M +$29.6M +1,207,868 New
BlackRock
5
BlackRock
New York
$25.2M +$4.8M +195,919 +23%
Vanguard Group
6
Vanguard Group
Pennsylvania
$20M +$3.32M +135,773 +20%
Morgan Stanley
7
Morgan Stanley
New York
$15.4M -$208K -8,494 -1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$6.91M +$2.53M +103,170 +56%
State Street
9
State Street
Massachusetts
$6.37M +$1.46M +59,499 +29%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$5.97M -$23.1M -942,897 -79%
RA
11
Royce & Associates
New York
$4.79M -$519K -21,200 -10%
CRC
12
Catawba River Capital
South Carolina
$4.34M +$4.42M +180,411 New
Northern Trust
13
Northern Trust
Illinois
$3.71M +$710K +29,016 +23%
DRZID
14
DePrince Race & Zollo Inc (DRZ)
Florida
$3.6M -$1.78M -72,713 -33%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$2.85M -$967K -39,499 -25%
BCM
16
Beck Capital Management
Texas
$2.13M +$1.9M +77,444 +687%
BCM
17
Brasada Capital Management
Texas
$2.01M +$73.6K +3,007 +4%
KCM
18
Kornitzer Capital Management
Kansas
$1.93M
Invesco
19
Invesco
Georgia
$1.43M +$1.46M +59,485 New
CCB
20
Cutter & Co Brokerage
Missouri
$1.31M +$1.34M +54,575 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.24M +$360K +14,691 +40%
Charles Schwab
22
Charles Schwab
California
$1.16M +$237K +9,683 +25%
N
23
Nuveen
North Carolina
$1.14M +$80.7K +3,297 +7%
Bank of America
24
Bank of America
North Carolina
$1.02M -$13.9M -568,534 -93%
ClearBridge Investments
25
ClearBridge Investments
New York
$1.02M -$248K -10,115 -19%

CDRE Hedge Fund Activity: Q3 2022 in Review

70 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Cadre Holdings (CDRE) for Q3 2022, worth a combined $298M — up 21% from $247M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of CDRE and 13 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 28 added.

The largest buyer was Fidelity Investments, adding an estimated $12.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $23.1M.

  • 70 institutional investors held Cadre Holdings (CDRE) as of Q3 2022, down from 71 in Q2 2022.
  • Funds reported $298M of Cadre Holdings stock for Q3 2022, up 21% quarter-over-quarter.
  • 13 funds opened new Cadre Holdings positions in Q3 2022 and 14 closed out, a net change of -1 holder.
  • The largest Cadre Holdings buyer in Q3 2022 was Fidelity Investments, an estimated $12.8M added.
  • The largest Cadre Holdings seller in Q3 2022 was T. Rowe Price Associates, an estimated $23.1M sold.

Based on aggregated 13F filings for Q3 2022.