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Guidewire Software

372 hedge funds and large institutions have $9.47B invested in Guidewire Software in 2021 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 147 increasing their positions, 110 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $39.3M | Put options by funds: $19.1M

34% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 110

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

11% more capital invested

Capital invested by funds: $8.55B → $9.47B (+$924M)

0.76% more ownership

Funds ownership: 100.88%101.64% (+0.76%)

7% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 54

2% less funds holding

Funds holding: 379372 (-7)

Holders
372
Holders Change
-7
Holders Change %
-1.85%
% of All Funds
6.48%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.23%
New
50
Increased
147
Reduced
110
Closed
54
Calls
$39.3M
Puts
$19.1M
Net Calls
+$20.2M
Net Calls Change
+$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PK
326
Pflug Koory
Nebraska
$34K
T
327
TOBAM
France
$33K
CFA
328
Carroll Financial Associates
North Carolina
$32K +$1.04K +10 +4%
CP
329
Castleview Partners
Texas
$31K +$28.5K +274 New
HNB
330
Huntington National Bank
Ohio
$26K -$9.04K -87 -28%
S
331
SignatureFD
Georgia
$26K +$3.85K +37 +19%
CFD
332
Creative Financial Designs
Indiana
$22K
SPIA
333
Steward Partners Investment Advisory
New York
$20K -$7.69K -74 -29%
QCG
334
Quadrant Capital Group
Ohio
$18K -$104 -1 -0.6%
JFA
335
JNBA Financial Advisors
Minnesota
$17K +$15.6K +150 New
GWSG
336
GPS Wealth Strategies Group
Colorado
$16K
IA
337
IFP Advisors
Florida
$12K
BCPWM
338
Bradley & Co Private Wealth Management
Florida
$11K
EIM
339
Essex Investment Management
Massachusetts
$11K
BCA
340
Berman Capital Advisors
Georgia
$10K +$728 +7 +8%
RDWM
341
Red Door Wealth Management
Tennessee
$10K +$10.1K +97 New
SB
342
Strategic Blueprint
Georgia
$9K +$7.9K +76 New
SIC
343
Salem Investment Counselors
North Carolina
$8K
EARNEST Partners
344
EARNEST Partners
Georgia
$7K
VCM
345
Versant Capital Management
Arizona
$6K -$4.26K -41 -46%
TWA
346
TCI Wealth Advisors
Arizona
$6K
Carson Wealth (CWM LLC)
347
Carson Wealth (CWM LLC)
Nebraska
$5K
OSAM
348
O'Shaughnessy Asset Management
Connecticut
$4K -$728 -7 -18%
Bank Julius Baer & Co
349
Bank Julius Baer & Co
Switzerland
$4K +$104 +1 +3%
LC
350
Lindbrook Capital
California
$4K +$2.39K +23 +192%

GWRE Hedge Fund Activity: Q2 2021 in Review

372 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Guidewire Software (GWRE) for Q2 2021, worth a combined $9.47B — up 11% from $8.55B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of GWRE and 50 opened new positions — a net loss of 4 holders — while 110 trimmed existing stakes and 147 added.

The largest buyer was Macquarie Group, adding an estimated $143M. The largest seller was Jackson Square Partners, exiting entirely with an estimated $173M sold.

  • 372 institutional investors held Guidewire Software (GWRE) as of Q2 2021, down from 379 in Q1 2021.
  • Funds reported $9.47B of Guidewire Software stock for Q2 2021, up 11% quarter-over-quarter.
  • 50 funds opened new Guidewire Software positions in Q2 2021 and 54 closed out, a net change of -4 holders.
  • The largest Guidewire Software buyer in Q2 2021 was Macquarie Group, an estimated $143M added.
  • The largest Guidewire Software seller in Q2 2021 was Jackson Square Partners, an estimated $173M sold.

Based on aggregated 13F filings for Q2 2021.