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Guidewire Software
GWRE

311 hedge funds and large institutions have $7.05B invested in Guidewire Software in 2018 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 132 increasing their positions, 78 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 78

40% more call options, than puts

Call options by funds: $8.45M | Put options by funds: $6.03M

1.97% more ownership

Funds ownership: 106.51% → 108.48% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

5% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 57

1% less funds holding

Funds holding: 315 → 311 (-4)

19% less capital invested

Capital invested by funds: $8.67B → $7.05B (-$1.62B)

Holders
311
Holders Change
-4
Holders Change %
-1.27%
% of All Funds
6.93%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
54
Increased
132
Reduced
78
Closed
57
Calls
$8.45M
Puts
$6.03M
Net Calls
+$2.42M
Net Calls Change
-$12.8M

Top Buyers

Rank Fund Capital Flow
1
SP
Stockbridge Partners
Massachusetts
+$102M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$62.6M
3
Principal Financial Group
Principal Financial Group
Iowa
+$46.1M
4
RP
Riverbridge Partners
Minnesota
+$40.8M
5
FCM
Frontier Capital Management
Massachusetts
+$40.3M

Top Sellers

Rank Fund Capital Flow
1
William Blair Investment Management
William Blair Investment Management
Illinois
-$88.1M
2
PC
PointState Capital
New York
-$82.1M
3
O
OppenheimerFunds
New York
-$69.8M
4
JP Morgan Chase
JP Morgan Chase
New York
-$57.8M
5
DKCM
Davidson Kempner Capital Management
New York
-$44.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$19K – – –
HNB
277
Huntington National Bank
Ohio
$18K +$14.9K +171 +356%
FHA
278
First Horizon Advisors
Tennessee
$17K – – –
QT
279
Quantamental Technologies
New York
$16K +$17.4K +200 New
RFA
280
Reilly Financial Advisors
California
$15K – – –
HFM
281
Hartford Financial Management
Connecticut
$14K – – –
FPFS
282
First Personal Financial Services
North Carolina
$14K +$7.32K +84 +89%
WAM
283
Wealthspire Advisors (Maryland)
Maryland
$12K +$3.05K +35 +31%
RFC
284
Regions Financial Corp
Alabama
$11K +$5.75K +66 +100%
CFA
285
Carroll Financial Associates
North Carolina
$10K +$10.4K +119 +850%
Twin Tree Management
286
Twin Tree Management
Texas
$9K -$671K -7,690 -99%
AC
287
Avestar Capital
New York
$9K – – –
MIM
288
MetLife Investment Management
New Jersey
$8.91K +$87 +1 +0.9%
APA
289
American Portfolios Advisors
New York
$8.74K +$1.83K +21 +24%
S
290
SignatureFD
Georgia
$8K +$4.27K +49 +109%
LFA
291
Legacy Financial Advisors
Kentucky
$8K +$8.72K +100 New
VFA
292
Valeo Financial Advisors
Indiana
$7K -$1.13K -13 -13%
SF
293
Synovus Financial
Georgia
$7K +$2K +23 +40%
CFGS
294
Concourse Financial Group Securities
Alabama
$6K +$4.1K +47 +131%
MOS
295
MGO One Seven
Ohio
$6K +$7.5K +86 New
CHP
296
Cable Hill Partners
Oregon
$4K – – –
SWA
297
Sutton Wealth Advisors
Florida
$3.45K – – –
Group One Trading
298
Group One Trading
Illinois
$3K -$256K -2,934 -99%
FL
299
Fort LP
Maryland
$3K – – –
PCP
300
Proficio Capital Partners
Massachusetts
$3K +$1.92K +22 +220%
10 11
12
13 14

GWRE Hedge Fund Activity: Q4 2018 in Review

311 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Guidewire Software (GWRE) for Q4 2018, worth a combined $7.05B — down 19% from $8.67B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of GWRE and 54 opened new positions — a net loss of 3 holders — while 78 trimmed existing stakes and 132 added.

The largest buyer was Stockbridge Partners, adding an estimated $102M. The largest seller was William Blair Investment Management, cutting an estimated $88.1M.

  • 311 institutional investors held Guidewire Software (GWRE) as of Q4 2018, down from 315 in Q3 2018.
  • Funds reported $7.05B of Guidewire Software stock for Q4 2018, down 19% quarter-over-quarter.
  • 54 funds opened new Guidewire Software positions in Q4 2018 and 57 closed out, a net change of -3 holders.
  • The largest Guidewire Software buyer in Q4 2018 was Stockbridge Partners, an estimated $102M added.
  • The largest Guidewire Software seller in Q4 2018 was William Blair Investment Management, an estimated $88.1M sold.

Based on aggregated 13F filings for Q4 2018.