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Guidewire Software
GWRE

Overview Fund Activity

346 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, 121 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
-26
Holders Change %
-6.99%
% 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
121
Closed
91
Calls
$17.9M
Puts
$14M
Net Calls
+$3.97M
Net Calls Change
+$5.92M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$917M
2
Millennium Management
Millennium Management
New York
+$68.7M
3
Fidelity International
Fidelity International
Bermuda
+$62.1M
4
WA
Wasatch Advisors
Utah
+$59.4M
5
EDRH
Edmond de Rothschild Holding
Switzerland
+$43.1M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$202M
2
SGM
Skye Global Management
Florida
-$102M
3
VanEck Associates
VanEck Associates
New York
-$76.9M
4
BlackRock
BlackRock
New York
-$33.8M
5
State Street
State Street
Massachusetts
-$24.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFP
301
Mark Sheptoff Financial Planning
Connecticut
$18.8K – – –
CHA
302
Carmichael Hill & Associates
Maryland
$18.8K – – –
NHT
303
New Hampshire Trust
New Hampshire
$18.8K +$18.8K +300 New
LC
304
Lindbrook Capital
California
$17.1K -$5.26K -84 -23%
AF
305
Allworth Financial
California
$16.3K +$6.88K +110 +73%
CFGS
306
Concourse Financial Group Securities
Alabama
$16.1K -$2.88K -46 -15%
PTC
307
Private Trust Company
Ohio
$14K +$2.78K +44 +25%
CFB
308
Cullen/Frost Bankers
Texas
$13.1K – – –
Loomis, Sayles & Company
309
Loomis, Sayles & Company
Massachusetts
$13K – – –
RCM
310
Raleigh Capital Management
North Carolina
$12.9K +$12.9K +206 New
BAAM
311
Baker Avenue Asset Management
California
$12.8K +$12.8K +205 New
QC
312
Quent Capital
New York
$12.2K +$11.9K +191 +4,775%
IA
313
IFP Advisors
Florida
$12K +$2.81K +22 +31%
BLC
314
Brown, Lisle/Cummings
Rhode Island
$10.9K – – –
SPIA
315
Steward Partners Investment Advisory
New York
$9.13K -$10.8K -173 -54%
EWA
316
EverSource Wealth Advisors
Alabama
$8.38K +$8.38K +134 New
CWP
317
Concord Wealth Partners
Virginia
$6.26K +$6.26K +100 New
MSCM
318
McElhenny Sheffield Capital Management
Texas
$6.26K +$6.26K +100 New
BCPWM
319
Bradley & Co Private Wealth Management
Florida
$6.19K – – –
HFM
320
Harvest Fund Management
China
$5K +$5K +78 New
CT
321
Colonial Trust
South Carolina
$4.74K +$4.74K +76 New
SIC
322
Salem Investment Counselors
North Carolina
$4.69K – – –
AWM
323
Accurate Wealth Management
Florida
$4.45K +$4.45K +67 New
GWS
324
Glassman Wealth Services
Virginia
$4K +$4K +64 New
CG
325
Cutler Group
California
$4K +$4K +67 New
11 12
13
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