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Guidewire Software

315 hedge funds and large institutions have $8.67B invested in Guidewire Software in 2018 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 106 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 25

114% more call options, than puts

Call options by funds: $28.5M | Put options by funds: $13.3M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

15% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 92

13% more funds holding

Funds holding: 280315 (+35)

11% more capital invested

Capital invested by funds: $7.84B → $8.67B (+$830M)

3.55% less ownership

Funds ownership: 110.05%106.51% (-3.5%)

Holders
315
Holders Change
+35
Holders Change %
+12.5%
% of All Funds
7.2%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
63
Increased
106
Reduced
92
Closed
25
Calls
$28.5M
Puts
$13.3M
Net Calls
+$15.2M
Net Calls Change
+$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$24K
FHA
277
First Horizon Advisors
Tennessee
$22K
RFA
278
Reilly Financial Advisors
California
$19K
HFM
279
Hartford Financial Management
Connecticut
$18K
HL
280
Harding Loevner
New Jersey
$15K
MIM
281
MetLife Investment Management
New Jersey
$11.1K +$10.6K +110 New
AC
282
Avestar Capital
New York
$11K
WAM
283
Wealthspire Advisors (Maryland)
Maryland
$11K +$480 +5 +5%
GWM
284
Geneos Wealth Management
Colorado
$10K
FPFS
285
First Personal Financial Services
North Carolina
$9K +$3.94K +41 +77%
VFA
286
Valeo Financial Advisors
Indiana
$9K +$4.52K +47 +89%
APA
287
American Portfolios Advisors
New York
$8.89K
SPIA
288
Steward Partners Investment Advisory
New York
$8K
TRCT
289
Tower Research Capital (TRC)
New York
$7K -$12.8K -133 -67%
RFC
290
Regions Financial Corp
Alabama
$7K -$2.98K -31 -32%
SF
291
Synovus Financial
Georgia
$6K +$5.48K +57 New
CHP
292
Cable Hill Partners
Oregon
$5K -$769 -8 -15%
HNB
293
Huntington National Bank
Ohio
$5K
S
294
SignatureFD
Georgia
$5K
SIM
295
Sonora Investment Management
Arizona
$5K
WAM
296
Wolverine Asset Management
Illinois
$5K
NFG
297
Next Financial Group
Texas
$5K +$4.8K +50 New
APP
298
Avantax Planning Partners
Iowa
$5K +$5K +52 New
RE
299
RBC Europe
United Kingdom
$4.95K
SWA
300
Sutton Wealth Advisors
Florida
$4.34K -$55K -572 -93%