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Guidewire Software

379 hedge funds and large institutions have $8.55B invested in Guidewire Software in 2021 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 148 increasing their positions, 119 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 119

0.65% less ownership

Funds ownership: 101.53%100.88% (-0.65%)

7% less funds holding

Funds holding: 409379 (-30)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

21% less call options, than puts

Call options by funds: $9.69M | Put options by funds: $12.2M

22% less capital invested

Capital invested by funds: $10.9B → $8.55B (-$2.4B)

35% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 74

Holders
379
Holders Change
-30
Holders Change %
-7.33%
% of All Funds
6.65%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
48
Increased
148
Reduced
119
Closed
74
Calls
$9.69M
Puts
$12.2M
Net Calls
-$2.56M
Net Calls Change
-$55.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
351
Berman Capital Advisors
Georgia
$9K -$1.86K -16 -15%
VCM
352
Versant Capital Management
Arizona
$9K
GWM
353
Geneos Wealth Management
Colorado
$9K +$10.3K +89 New
SIC
354
Salem Investment Counselors
North Carolina
$8K
HI
355
Harbour Investments
Wisconsin
$7K +$7.56K +65 New
EARNEST Partners
356
EARNEST Partners
Georgia
$6K
Carson Wealth (CWM LLC)
357
Carson Wealth (CWM LLC)
Nebraska
$5K
TWA
358
TCI Wealth Advisors
Arizona
$5K
VFA
359
Valeo Financial Advisors
Indiana
$5K
OSAM
360
O'Shaughnessy Asset Management
Connecticut
$4K -$2.33K -20 -33%
EFSCE
361
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
SL
362
Savior LLC
Massachusetts
$3K
Bank Julius Baer & Co
363
Bank Julius Baer & Co
Switzerland
$3K +$349 +3 +10%
RIM
364
Ranger Investment Management
Texas
$3K +$2.21K +19 +271%
AF
365
Allworth Financial
California
$2K
HI
366
Hudock Inc
Pennsylvania
$2K
LWM
367
Liberty Wealth Management
California
$2K
MAM
368
Meeder Asset Management
Ohio
$2K
BAM
369
Bellevue Asset Management
Washington
$2K +$116 +1 +6%
BWM
370
BerganKDV Wealth Management
Minnesota
$1K -$1.05K -9 -53%
AFS
371
Annapolis Financial Services
Maryland
$1K
LC
372
Lindbrook Capital
California
$1K
ZB
373
Zions Bancorporation
Utah
$1K
AIG
374
American International Group
New York
$119 -$12.9K -111 -9%
Nisa Investment Advisors
375
Nisa Investment Advisors
Missouri
$76

GWRE Hedge Fund Activity: Q1 2021 in Review

379 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Guidewire Software (GWRE) for Q1 2021, worth a combined $8.55B — down 22% from $10.9B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of GWRE and 48 opened new positions — a net loss of 26 holders — while 119 trimmed existing stakes and 148 added.

The largest buyer was Generation Investment Management, opening a new position worth an estimated $168M. The largest seller was Capital World Investors, cutting an estimated $360M.

  • 379 institutional investors held Guidewire Software (GWRE) as of Q1 2021, down from 409 in Q4 2020.
  • Funds reported $8.55B of Guidewire Software stock for Q1 2021, down 22% quarter-over-quarter.
  • 48 funds opened new Guidewire Software positions in Q1 2021 and 74 closed out, a net change of -26 holders.
  • The largest Guidewire Software buyer in Q1 2021 was Generation Investment Management, an estimated $168M added.
  • The largest Guidewire Software seller in Q1 2021 was Capital World Investors, an estimated $360M sold.

Based on aggregated 13F filings for Q1 2021.