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Cadre Holdings

103 hedge funds and large institutions have $634M invested in Cadre Holdings in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,857% more call options, than puts

Call options by funds: $137K | Put options by funds: $7K

400% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 6

34% more capital invested

Capital invested by funds: $472M → $634M (+$162M)

30% more funds holding

Funds holding: 79103 (+24)

13% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 31

4.2% more ownership

Funds ownership: 47.11%51.31% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
103
Holders Change
+24
Holders Change %
+30.38%
% of All Funds
1.5%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
35
Reduced
31
Closed
6
Calls
$137K
Puts
$7K
Net Calls
+$130K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$167M -$16.9M -557,961 -10%
GF
2
Greenhouse Funds
Maryland
$82.1M +$4.33M +143,196 +6%
BlackRock
3
BlackRock
New York
$56.4M +$11.6M +384,795 +29%
Morgan Stanley
4
Morgan Stanley
New York
$51M +$24.3M +802,042 +107%
WC
5
Wynnefield Capital
New York
$47.3M -$151K -5,000 -0.3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$32M +$1.28M +42,352 +5%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$31.5M -$5.51M -182,208 -16%
State Street
8
State Street
Massachusetts
$24.2M +$11.2M +370,187 +101%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$12.9M +$618K +20,429 +5%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$11.4M +$859K +28,390 +9%
CRC
11
Catawba River Capital
South Carolina
$9.28M +$37K +1,224 +0.4%
FAM
12
Fred Alger Management
New York
$8.1M +$7.45M +246,177 New
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$7.65M +$3.24M +107,099 +85%
Renaissance Technologies
14
Renaissance Technologies
New York
$5.91M +$1.95M +64,600 +56%
Northern Trust
15
Northern Trust
Illinois
$5.64M -$83K -2,744 -2%
Charles Schwab
16
Charles Schwab
California
$4.76M +$97.9K +3,237 +2%
OWIM
17
Old West Investment Management
California
$4.59M -$16.2K -537 -0.4%
JP Morgan Chase
18
JP Morgan Chase
New York
$4.44M +$369K +12,196 +10%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$4.27M -$609K -20,145 -13%
Invesco
20
Invesco
Georgia
$3.9M -$409K -13,514 -10%
CCB
21
Cutter & Co Brokerage
Missouri
$3.46M -$1.41M -46,705 -31%
OAM
22
Oberweis Asset Management
Illinois
$3.37M +$1.67M +55,100 +116%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$2.93M -$1.21M -40,082 -31%
Two Sigma Investments
24
Two Sigma Investments
New York
$2.85M +$1.38M +45,575 +111%
PTC
25
Philadelphia Trust Company
Pennsylvania
$2.61M

CDRE Hedge Fund Activity: Q4 2023 in Review

103 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Cadre Holdings (CDRE) for Q4 2023, worth a combined $634M — up 34% from $472M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new CDRE positions and 6 closed out — a net gain of 24 holders — while 35 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $24.3M. The largest seller was Fidelity Investments, cutting an estimated $16.9M.

  • 103 institutional investors held Cadre Holdings (CDRE) as of Q4 2023, up from 79 in Q3 2023.
  • Funds reported $634M of Cadre Holdings stock for Q4 2023, up 34% quarter-over-quarter.
  • 30 funds opened new Cadre Holdings positions in Q4 2023 and 6 closed out, a net change of +24 holders.
  • The largest Cadre Holdings buyer in Q4 2023 was Morgan Stanley, an estimated $24.3M added.
  • The largest Cadre Holdings seller in Q4 2023 was Fidelity Investments, an estimated $16.9M sold.

Based on aggregated 13F filings for Q4 2023.