We are live on ! Find out more
GWRE icon

Guidewire Software

355 hedge funds and large institutions have $6.16B invested in Guidewire Software in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 108 increasing their positions, 143 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more call options, than puts

Call options by funds: $25M | Put options by funds: $10.6M

1% more funds holding

Funds holding: 351355 (+4)

9% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 44

0.37% more ownership

Funds ownership: 98.98%99.35% (+0.37%)

7% less capital invested

Capital invested by funds: $6.63B → $6.16B (-$468M)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

24% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 143

Holders
355
Holders Change
+4
Holders Change %
+1.14%
% of All Funds
5.57%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
48
Increased
108
Reduced
143
Closed
44
Calls
$25M
Puts
$10.6M
Net Calls
+$14.4M
Net Calls Change
+$6.59M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
326
Steward Partners Investment Advisory
New York
$7.3K -$3.83K -50 -34%
VWM
327
Venturi Wealth Management
Texas
$7.08K -$1.45K -19 -17%
FDCC
328
Foster Dykema Cabot & Co
Massachusetts
$7K +$6.81K +89 New
MPWT
329
MassMutual Private Wealth & Trust
Connecticut
$6.39K +$4.44K +58 +223%
FCAG
330
First Capital Advisors Group
New Jersey
$6.16K +$6.2K +81 New
CT
331
Colonial Trust
South Carolina
$5.67K
Group One Trading
332
Group One Trading
Illinois
$5.55K +$5.59K +73 New
BIA
333
Bell Investment Advisors
California
$5.33K +$536 +7 +11%
Loomis, Sayles & Company
334
Loomis, Sayles & Company
Massachusetts
$5K +$4.75K +62 New
GWS
335
Glassman Wealth Services
Virginia
$4.79K
EARNEST Partners
336
EARNEST Partners
Georgia
$4.41K
AWM
337
Avior Wealth Management
Nebraska
$4.03K
BWM
338
Baystate Wealth Management
Massachusetts
$3.88K
NECFA
339
New England Capital Financial Advisors
Connecticut
$3.8K
FCA
340
FinTrust Capital Advisors
South Carolina
$3.75K
CTWM
341
Cherry Tree Wealth Management
Minnesota
$3.04K +$3.06K +40 New
HFS
342
Hantz Financial Services
Michigan
$3K
SWM
343
Spire Wealth Management
Virginia
$2.97K
EC
344
Elequin Capital
New York
$2.21K +$2.22K +29 New
TPCW
345
TD Private Client Wealth
New York
$1.75K
AP
346
Arlington Partners
Alabama
$1.14K
BWM
347
BerganKDV Wealth Management
Minnesota
$837
FGAM
348
Financial Gravity Asset Management
Texas
$783 -$459 -6 -7%
FFA
349
Farther Finance Advisors
California
$609
GRP
350
Global Retirement Partners
California
$533

GWRE Hedge Fund Activity: Q2 2023 in Review

355 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Guidewire Software (GWRE) for Q2 2023, worth a combined $6.16B — down 7.1% from $6.63B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new GWRE positions and 44 closed out — a net gain of 4 holders — while 108 added to existing stakes and 143 trimmed.

The largest buyer was VanEck Associates, adding an estimated $133M. The largest seller was Wellington Management Group, cutting an estimated $77.1M.

  • 355 institutional investors held Guidewire Software (GWRE) as of Q2 2023, up from 351 in Q1 2023.
  • Funds reported $6.16B of Guidewire Software stock for Q2 2023, down 7.1% quarter-over-quarter.
  • 48 funds opened new Guidewire Software positions in Q2 2023 and 44 closed out, a net change of +4 holders.
  • The largest Guidewire Software buyer in Q2 2023 was VanEck Associates, an estimated $133M added.
  • The largest Guidewire Software seller in Q2 2023 was Wellington Management Group, an estimated $77.1M sold.

Based on aggregated 13F filings for Q2 2023.