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Cadre Holdings

78 hedge funds and large institutions have $308M invested in Cadre Holdings in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $15K | Put options by funds: $10K

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

9% more capital invested

Capital invested by funds: $283M → $308M (+$25.3M)

1% more funds holding

Funds holding: 7778 (+1)

4% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 28

0.7% more ownership

Funds ownership: 37.61%38.31% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
78
Holders Change
+1
Holders Change %
+1.3%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
29
Reduced
28
Closed
10
Calls
$15K
Puts
$10K
Net Calls
+$5K
Net Calls Change
+$427K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$75.3M +$13M +600,878 +21%
GF
2
Greenhouse Funds
Maryland
$41M +$2.21M +102,099 +6%
WC
3
Wynnefield Capital
New York
$28M -$6.37M -294,468 -18%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$25.7M -$301K -13,940 -1%
BlackRock
5
BlackRock
New York
$23.5M -$600K -27,757 -2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$18.6M +$189K +8,755 +1%
Morgan Stanley
7
Morgan Stanley
New York
$16.6M +$1.04M +48,261 +7%
State Street
8
State Street
Massachusetts
$7.38M +$390K +18,055 +6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$6.92M +$384K +17,751 +6%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$6.84M -$73.8K -3,411 -1%
CRC
11
Catawba River Capital
South Carolina
$5.8M +$385K +17,789 +7%
Millennium Management
12
Millennium Management
New York
$5.09M -$917K -42,406 -15%
Northern Trust
13
Northern Trust
Illinois
$3.41M +$1.71K +79 +0%
CCB
14
Cutter & Co Brokerage
Missouri
$3.32M -$12.3K -567 -0.4%
RA
15
Royce & Associates
New York
$3.26M +$236K +10,900 +8%
DRZID
16
DePrince Race & Zollo Inc (DRZ)
Florida
$3.17M +$76.8K +3,550 +2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$3.14M -$25.6K -1,185 -0.8%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$3.08M +$794K +36,706 +35%
BCM
19
Brasada Capital Management
Texas
$2.21M -$20.5K -950 -0.9%
KCM
20
Kornitzer Capital Management
Kansas
$1.72M
Citadel Advisors
21
Citadel Advisors
Florida
$1.27M +$62.5K +2,892 +5%
Renaissance Technologies
22
Renaissance Technologies
New York
$1.26M +$385K +17,800 +44%
Goldman Sachs
23
Goldman Sachs
New York
$1.16M -$411K -18,985 -26%
AGC
24
Aspen Grove Capital
Colorado
$1.1M -$1.11M -51,250 -50%
Charles Schwab
25
Charles Schwab
California
$1.07M +$16.4K +760 +2%

CDRE Hedge Fund Activity: Q1 2023 in Review

78 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Cadre Holdings (CDRE) for Q1 2023, worth a combined $308M — up 8.9% from $283M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CDRE positions and 10 closed out — a net gain of 1 holder — while 29 added to existing stakes and 28 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $13M. The largest seller was Wynnefield Capital, cutting an estimated $6.37M.

  • 78 institutional investors held Cadre Holdings (CDRE) as of Q1 2023, up from 77 in Q4 2022.
  • Funds reported $308M of Cadre Holdings stock for Q1 2023, up 8.9% quarter-over-quarter.
  • 11 funds opened new Cadre Holdings positions in Q1 2023 and 10 closed out, a net change of +1 holder.
  • The largest Cadre Holdings buyer in Q1 2023 was Fidelity Investments, an estimated $13M added.
  • The largest Cadre Holdings seller in Q1 2023 was Wynnefield Capital, an estimated $6.37M sold.

Based on aggregated 13F filings for Q1 2023.