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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
SS
326
Sunbelt Securities
Texas
$9.54K
BCPWM
327
Bradley & Co Private Wealth Management
Florida
$8.91K
CT
328
Colonial Trust
South Carolina
$8.82K +$2.34K +28 +37%
Mitsubishi UFJ Asset Management
329
Mitsubishi UFJ Asset Management
Japan
$8.82K +$8.18K +98 New
SPIA
330
Steward Partners Investment Advisory
New York
$8.64K
MPWT
331
MassMutual Private Wealth & Trust
Connecticut
$8.46K +$835 +10 +12%
GWS
332
Glassman Wealth Services
Virginia
$5.67K
EARNEST Partners
333
EARNEST Partners
Georgia
$5.22K
AWM
334
Avior Wealth Management
Nebraska
$4.77K
NECFA
335
New England Capital Financial Advisors
Connecticut
$4.5K
QL
336
Quarry LP
New York
$4.32K +$4.01K +48 New
CTWM
337
Cherry Tree Wealth Management
Minnesota
$3.6K
VAG
338
VisionPoint Advisory Group
Texas
$3.6K +$2.92K +35 +700%
SWM
339
Spire Wealth Management
Virginia
$3.33K -$167 -2 -5%
HFS
340
Hantz Financial Services
Michigan
$3K
BIA
341
Bell Investment Advisors
California
$2.07K -$3.92K -47 -67%
TPCW
342
TD Private Client Wealth
New York
$2.07K
CG
343
Cutler Group
California
$2K +$2.42K +29 New
AP
344
Arlington Partners
Alabama
$1.35K
AT
345
Arlington Trust
Alabama
$1.35K +$1.25K +15 New
BF
346
BOK Financial
Oklahoma
$1.17K +$1.08K +13 New
BTI
347
Blue Trust Inc
Georgia
$1K +$1.25K +15 New
LFG
348
Larson Financial Group
Missouri
$990 +$918 +11 New
FFA
349
Farther Finance Advisors
California
$720
GRP
350
Global Retirement Partners
California
$624

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.