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Guidewire Software

405 hedge funds and large institutions have $9.6B invested in Guidewire Software in 2021 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 138 increasing their positions, 125 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

432% more call options, than puts

Call options by funds: $43.8M | Put options by funds: $8.23M

79% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 43

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

10% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 125

8% more funds holding

Funds holding: 374405 (+31)

1.15% more ownership

Funds ownership: 101.04%102.18% (+1.1%)

3% less capital invested

Capital invested by funds: $9.91B → $9.6B (-$314M)

Holders
405
Holders Change
+31
Holders Change %
+8.29%
% of All Funds
6.23%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.23%
New
77
Increased
138
Reduced
125
Closed
43
Calls
$43.8M
Puts
$8.23M
Net Calls
+$35.6M
Net Calls Change
+$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
376
Creative Financial Designs
Indiana
$6K -$16.8K -142 -74%
BA
377
Bellwether Advisors
Nebraska
$6K
TWA
378
TCI Wealth Advisors
Arizona
$6K
VCM
379
Versant Capital Management
Arizona
$6K
BIA
380
Bell Investment Advisors
California
$5K -$119 -1 -2%
LC
381
Lindbrook Capital
California
$4K
Carson Wealth (CWM LLC)
382
Carson Wealth (CWM LLC)
Nebraska
$4K +$3.91K +33 New
SC
383
SouthState Corp
Florida
$4K +$4.27K +36 New
CWM
384
Curi Wealth Management
North Carolina
$4K +$4.74K +40 New
WT
385
Washington Trust
Rhode Island
$3K -$320K -2,695 -99%
MPWT
386
MassMutual Private Wealth & Trust
Connecticut
$3K
RIM
387
Ranger Investment Management
Texas
$3K
WPA
388
West Paces Advisors
Georgia
$2.16K +$237 +2 +12%
AF
389
Allworth Financial
California
$2K
ZB
390
Zions Bancorporation
Utah
$2K
BAM
391
Bellevue Asset Management
Washington
$2K +$237 +2 +10%
BWM
392
BerganKDV Wealth Management
Minnesota
$2K +$1.66K +14 +280%
SC
393
Sierra Capital
Florida
$2K +$2.37K +20 New
AFS
394
Annapolis Financial Services
Maryland
$1K
SWM
395
Selective Wealth Management
Virginia
$1K
SC
396
Schubert & Co
Texas
$1K +$593 +5 New
JWA
397
JFS Wealth Advisors
Pennsylvania
$1K +$1.19K +10 New
GWS
398
Glassman Wealth Services
Virginia
$1K +$1.3K +11 New
WPWM
399
Western Pacific Wealth Management
Illinois
$1K +$1.3K +11 New
Jones Financial Companies
400
Jones Financial Companies
Missouri
$1K +$1.42K +12 New

GWRE Hedge Fund Activity: Q4 2021 in Review

405 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Guidewire Software (GWRE) for Q4 2021, worth a combined $9.6B — down 3.2% from $9.91B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new GWRE positions and 43 closed out — a net gain of 34 holders — while 138 added to existing stakes and 125 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $63.9M. The largest seller was Stockbridge Partners, cutting an estimated $49.2M.

  • 405 institutional investors held Guidewire Software (GWRE) as of Q4 2021, up from 374 in Q3 2021.
  • Funds reported $9.6B of Guidewire Software stock for Q4 2021, down 3.2% quarter-over-quarter.
  • 77 funds opened new Guidewire Software positions in Q4 2021 and 43 closed out, a net change of +34 holders.
  • The largest Guidewire Software buyer in Q4 2021 was Wellington Management Group, an estimated $63.9M added.
  • The largest Guidewire Software seller in Q4 2021 was Stockbridge Partners, an estimated $49.2M sold.

Based on aggregated 13F filings for Q4 2021.