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Cadre Holdings

71 hedge funds and large institutions have $357M invested in Cadre Holdings in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 41 increasing their positions, 14 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 14

16% more capital invested

Capital invested by funds: $308M → $357M (+$49.2M)

5.28% more ownership

Funds ownership: 38.31%43.59% (+5.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less funds holding

Funds holding: 7871 (-7)

58% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 12

87% less call options, than puts

Call options by funds: $65K | Put options by funds: $498K

Holders
71
Holders Change
-7
Holders Change %
-8.97%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
41
Reduced
14
Closed
12
Calls
$65K
Puts
$498K
Net Calls
-$433K
Net Calls Change
-$438K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$109M +$32.4M +1,522,324 +44%
GF
2
Greenhouse Funds
Maryland
$47.1M +$5.51M +259,119 +14%
WC
3
Wynnefield Capital
New York
$31.5M +$3.07M +144,056 +11%
BlackRock
4
BlackRock
New York
$27.3M +$3.42M +160,955 +15%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$24.9M -$1.07M -50,140 -4%
Vanguard Group
6
Vanguard Group
Pennsylvania
$19.9M +$1.03M +48,568 +6%
Morgan Stanley
7
Morgan Stanley
New York
$16.8M +$70.6K +3,319 +0.4%
State Street
8
State Street
Massachusetts
$7.54M +$74.5K +3,502 +1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$7.33M +$326K +15,339 +5%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$6.93M +$6.51K +306 +0.1%
CRC
11
Catawba River Capital
South Carolina
$5.91M +$36.7K +1,724 +0.6%
CCB
12
Cutter & Co Brokerage
Missouri
$3.89M +$511K +24,003 +16%
Northern Trust
13
Northern Trust
Illinois
$3.59M +$140K +6,579 +4%
RA
14
Royce & Associates
New York
$3.49M +$185K +8,700 +6%
DRZID
15
DePrince Race & Zollo Inc (DRZ)
Florida
$3.29M +$88.4K +4,156 +3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$3.17M -$6.79K -319 -0.2%
Russell Investments Group
17
Russell Investments Group
United Kingdom
$3.16M +$45.4K +2,132 +1%
OWIM
18
Old West Investment Management
California
$3.05M +$2.15M +101,264 +261%
Marshall Wace
19
Marshall Wace
United Kingdom
$2.38M +$1.44M +67,909 +165%
BCM
20
Brasada Capital Management
Texas
$2.34M +$101K +4,764 +5%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$1.75M +$1.12M +52,502 +188%
KCM
22
Kornitzer Capital Management
Kansas
$1.74M
Squarepoint
23
Squarepoint
New York
$1.47M +$608K +28,569 +73%
Renaissance Technologies
24
Renaissance Technologies
New York
$1.35M +$78.7K +3,700 +6%
Citadel Advisors
25
Citadel Advisors
Florida
$1.16M -$120K -5,638 -10%

CDRE Hedge Fund Activity: Q2 2023 in Review

71 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Cadre Holdings (CDRE) for Q2 2023, worth a combined $357M — up 16% from $308M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of CDRE and 5 opened new positions — a net loss of 7 holders — while 14 trimmed existing stakes and 41 added.

The largest buyer was Fidelity Investments, adding an estimated $32.4M. The largest seller was Millennium Management, cutting an estimated $4.27M.

  • 71 institutional investors held Cadre Holdings (CDRE) as of Q2 2023, down from 78 in Q1 2023.
  • Funds reported $357M of Cadre Holdings stock for Q2 2023, up 16% quarter-over-quarter.
  • 5 funds opened new Cadre Holdings positions in Q2 2023 and 12 closed out, a net change of -7 holders.
  • The largest Cadre Holdings buyer in Q2 2023 was Fidelity Investments, an estimated $32.4M added.
  • The largest Cadre Holdings seller in Q2 2023 was Millennium Management, an estimated $4.27M sold.

Based on aggregated 13F filings for Q2 2023.