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Guidewire Software

353 hedge funds and large institutions have $7.18B invested in Guidewire Software in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 109 increasing their positions, 134 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $30.1M | Put options by funds: $22.6M

17% more capital invested

Capital invested by funds: $6.16B → $7.18B (+$1.02B)

2% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 46

1% less funds holding

Funds holding: 355353 (-2)

1.47% less ownership

Funds ownership: 99.35%97.87% (-1.5%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

19% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 134

Holders
353
Holders Change
-2
Holders Change %
-0.56%
% of All Funds
5.6%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
47
Increased
109
Reduced
134
Closed
46
Calls
$30.1M
Puts
$22.6M
Net Calls
+$7.51M
Net Calls Change
-$6.88M
Name Holding Trade Value Shares
Change
Change in
Stake
CP
301
Castleview Partners
Texas
$39.6K +$36.7K +440 New
AF
302
Allworth Financial
California
$34.9K +$3.67K +44 +13%
RCM
303
Raleigh Capital Management
North Carolina
$29.7K +$584 +7 +2%
CTC
304
Central Trust Company
Missouri
$29K +$26.9K +322 New
AF
305
Advisornet Financial
Minnesota
$27K
CHA
306
Carmichael Hill & Associates
Maryland
$27K
MSFP
307
Mark Sheptoff Financial Planning
Connecticut
$27K
Toronto Dominion Bank
308
Toronto Dominion Bank
Ontario, Canada
$27K
LC
309
Lindbrook Capital
California
$26K +$1.34K +16 +6%
BCV
310
Banque Cantonale Vaudoise
Switzerland
$25K +$23.3K +279 New
CFB
311
Cullen/Frost Bankers
Texas
$17.5K
VWM
312
Venturi Wealth Management
Texas
$17.3K +$8.26K +99 +106%
QC
313
Quent Capital
New York
$17.2K -$334 -4 -2%
Loomis, Sayles & Company
314
Loomis, Sayles & Company
Massachusetts
$16K +$9.52K +114 +184%
BLC
315
Brown, Lisle/Cummings
Rhode Island
$15.8K
TWC
316
TD Waterhouse Canada
Ontario, Canada
$15.6K +$13.9K +167 +2,783%
CFGS
317
Concourse Financial Group Securities
Alabama
$13.3K -$3K -36 -20%
HI
318
Harbour Investments
Wisconsin
$13.1K
EWA
319
EverSource Wealth Advisors
Alabama
$12.2K -$501 -6 -4%
BAAM
320
Baker Avenue Asset Management
California
$11.8K
PTC
321
Private Trust Company
Ohio
$11.4K -$918 -11 -8%
C
322
Covestor
United Kingdom
$10K
Walleye Trading
323
Walleye Trading
New York
$9.99K +$9.27K +111 New
BWL
324
Bogart Wealth LLC
Virginia
$9.72K
CPG
325
Cornerstone Planning Group
New Jersey
$9.54K -$5.01K -60 -36%

GWRE Hedge Fund Activity: Q3 2023 in Review

353 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Guidewire Software (GWRE) for Q3 2023, worth a combined $7.18B — up 17% from $6.16B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new GWRE positions and 46 closed out — a net gain of 1 holder — while 109 added to existing stakes and 134 trimmed.

The largest buyer was Invesco, adding an estimated $90.1M. The largest seller was Wellington Management Group, cutting an estimated $84.6M.

  • 353 institutional investors held Guidewire Software (GWRE) as of Q3 2023, down from 355 in Q2 2023.
  • Funds reported $7.18B of Guidewire Software stock for Q3 2023, up 17% quarter-over-quarter.
  • 47 funds opened new Guidewire Software positions in Q3 2023 and 46 closed out, a net change of +1 holder.
  • The largest Guidewire Software buyer in Q3 2023 was Invesco, an estimated $90.1M added.
  • The largest Guidewire Software seller in Q3 2023 was Wellington Management Group, an estimated $84.6M sold.

Based on aggregated 13F filings for Q3 2023.