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Guidewire Software

347 hedge funds and large institutions have $6.03B invested in Guidewire Software in 2022 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 124 increasing their positions, 122 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $17.9M | Put options by funds: $14M

16% more capital invested

Capital invested by funds: $5.19B → $6.03B (+$845M)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

2% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 122

0.58% more ownership

Funds ownership: 100.14%100.71% (+0.58%)

7% less funds holding

Funds holding: 373347 (-26)

22% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 91

Holders
347
Holders Change
-26
Holders Change %
-6.97%
% of All Funds
5.58%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.26%
New
71
Increased
124
Reduced
122
Closed
91
Calls
$17.9M
Puts
$14M
Net Calls
+$3.97M
Net Calls Change
+$5.92M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
301
Advisornet Financial
Minnesota
$18.8K
CHA
302
Carmichael Hill & Associates
Maryland
$18.8K
MSFP
303
Mark Sheptoff Financial Planning
Connecticut
$18.8K
NHT
304
New Hampshire Trust
New Hampshire
$18.8K +$17.8K +300 New
LC
305
Lindbrook Capital
California
$17.1K -$4.99K -84 -23%
AF
306
Allworth Financial
California
$16.3K +$6.53K +110 +73%
CFGS
307
Concourse Financial Group Securities
Alabama
$16.1K -$2.73K -46 -15%
PTC
308
Private Trust Company
Ohio
$14K +$2.61K +44 +25%
CFB
309
Cullen/Frost Bankers
Texas
$13.1K
Loomis, Sayles & Company
310
Loomis, Sayles & Company
Massachusetts
$13K
RCM
311
Raleigh Capital Management
North Carolina
$12.9K +$12.2K +206 New
BAAM
312
Baker Avenue Asset Management
California
$12.8K +$12.2K +205 New
QC
313
Quent Capital
New York
$12.2K +$11.3K +191 +4,775%
IA
314
IFP Advisors
Florida
$12K +$1.31K +22 +31%
BLC
315
Brown, Lisle/Cummings
Rhode Island
$10.9K
SPIA
316
Steward Partners Investment Advisory
New York
$9.13K -$10.3K -173 -54%
EWA
317
EverSource Wealth Advisors
Alabama
$8.38K +$7.95K +134 New
CWP
318
Concord Wealth Partners
Virginia
$6.26K +$5.94K +100 New
MSCM
319
McElhenny Sheffield Capital Management
Texas
$6.26K +$5.94K +100 New
BCPWM
320
Bradley & Co Private Wealth Management
Florida
$6.19K
HFM
321
Harvest Fund Management
China
$5K +$4.63K +78 New
CT
322
Colonial Trust
South Carolina
$4.74K +$4.51K +76 New
SIC
323
Salem Investment Counselors
North Carolina
$4.69K
AWM
324
Accurate Wealth Management
Florida
$4.45K +$3.98K +67 New
GWS
325
Glassman Wealth Services
Virginia
$4K +$3.8K +64 New

GWRE Hedge Fund Activity: Q4 2022 in Review

347 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Guidewire Software (GWRE) for Q4 2022, worth a combined $6.03B — up 16% from $5.19B a quarter earlier.

Sellers outnumbered buyers: 91 funds closed out of GWRE and 71 opened new positions — a net loss of 20 holders — while 122 trimmed existing stakes and 124 added.

The largest buyer was Millennium Management, adding an estimated $65.1M. The largest seller was Principal Financial Group, cutting an estimated $191M.

  • 347 institutional investors held Guidewire Software (GWRE) as of Q4 2022, down from 373 in Q3 2022.
  • Funds reported $6.03B of Guidewire Software stock for Q4 2022, up 16% quarter-over-quarter.
  • 71 funds opened new Guidewire Software positions in Q4 2022 and 91 closed out, a net change of -20 holders.
  • The largest Guidewire Software buyer in Q4 2022 was Millennium Management, an estimated $65.1M added.
  • The largest Guidewire Software seller in Q4 2022 was Principal Financial Group, an estimated $191M sold.

Based on aggregated 13F filings for Q4 2022.