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Guidewire Software
GWRE

Overview Fund Activity

407 hedge funds and large institutions have $10.9B invested in Guidewire Software in 2020 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 141 increasing their positions, 124 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+30
Holders Change %
+7.96%
% of All Funds
7.22%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.21%
New
89
Increased
141
Reduced
124
Closed
56
Calls
$84.5M
Puts
$31.5M
Net Calls
+$53M
Net Calls Change
+$74.5M

Top Buyers

1
DCP
Darsana Capital Partners
New York
$290M
2
DDC
DF Dent & Co
Maryland
$97.2M
3
ROIC
Route One Investment Company
California
$177M
4
SCP
Soroban Capital Partners
New York
$33.6M
5
RP
Riverbridge Partners
Minnesota
$94.4M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$29.5M
2
JSP
Jackson Square Partners
California
$223M
3
Bank of America
Bank of America
North Carolina
$77.4M
4
VanEck Associates
VanEck Associates
New York
$58M
5
MC
MIG Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
376
O'Shaughnessy Asset Management
Connecticut
$8K -$800 -6 -9%
VAIA
377
Virtus Alternative Investment Advisers
Connecticut
$7K -$6.74K -51 -49%
TWA
378
TCI Wealth Advisors
Arizona
$7K -$412 -3 -6%
EARNEST Partners
379
EARNEST Partners
Georgia
$7K – – –
VFA
380
Valeo Financial Advisors
Indiana
$7K +$7K +52 New
Carson Wealth (CWM LLC)
381
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
PWPS
382
Pinnacle Wealth Planning Services
Ohio
$5K +$5K +35 New
CWM
383
Curi Wealth Management
North Carolina
$5K +$5K +40 New
Bank Julius Baer & Co
384
Bank Julius Baer & Co
Switzerland
$4K +$4K +31 New
HI
385
Hudock Inc
Pennsylvania
$3K – – –
EFSCE
386
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
SL
387
Savior LLC
Massachusetts
$3K – – –
MPWT
388
MassMutual Private Wealth & Trust
Connecticut
$3K +$3K +25 New
HCA
389
Harbour Capital Advisors
Virginia
$2K -$962 -6,025 -32%
LC
390
Lindbrook Capital
California
$2K -$2.33K -14 -54%
LWM
391
Liberty Wealth Management
California
$2K – – –
MAM
392
Meeder Asset Management
Ohio
$2K – – –
AF
393
Allworth Financial
California
$2K – – –
BWM
394
BerganKDV Wealth Management
Minnesota
$2K – – –
ZB
395
Zions Bancorporation
Utah
$2K – – –
BAM
396
Bellevue Asset Management
Washington
$2K +$118 +1 +6%
RIM
397
Ranger Investment Management
Texas
$1K -$3.71K -26 -79%
HGWM
398
Harvest Group Wealth Management
Massachusetts
$1K – – –
VNA
399
Valley National Advisers
Pennsylvania
$1K – – –
SSWG
400
Seven Springs Wealth Group
Tennessee
$1K +$1K +5 New
14 15
16
17 18