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Guidewire Software
GWRE

Overview Fund Activity

400 hedge funds and large institutions have $9.72B invested in Guidewire Software in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 131 increasing their positions, 146 reducing their positions, and 37 closing their positions.

Holders
400
Holders Change
+18
Holders Change %
+4.71%
% of All Funds
5.8%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.23%
New
58
Increased
131
Reduced
146
Closed
37
Calls
$48.8M
Puts
$26.2M
Net Calls
+$22.6M
Net Calls Change
+$16.5M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$260M
2
SP
2
SurgoCap Partners
New York
$97M
3
Parnassus Investments
3
Parnassus Investments
California
$137M
4
LP
4
Linonia Partnership
New York
$258M
5
DCP
5
D1 Capital Partners
New York
$36.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$82.2M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$183M
3
BCM
3
Brown Capital Management
Maryland
$243M
4
DCP
4
Durable Capital Partners
Maryland
$0
5
Fidelity International
5
Fidelity International
Bermuda
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ST
376
Smithfield Trust
Pennsylvania
$4K 39 +39 New
BGAI
377
Bruce G. Allen Investments
Colorado
$3.74K 32 – –
VAG
378
VisionPoint Advisory Group
Texas
$3.5K 30 +2 +7%
PMFA
379
Plante Moran Financial Advisors
Michigan
$3.39K 29 -4 -12%
T
380
Tidemark
California
$2.92K 25 – –
MA
381
Montag & Associates
Georgia
$2.68K 23 +23 New
GAG
382
Goodman Advisory Group
Massachusetts
$2.22K 19 – –
CWC
383
Carolinas Wealth Consulting
North Carolina
$2.16K 19 +19 New
FPB
384
First PREMIER Bank
South Dakota
$2K 18 +18 New
BIA
385
Bell Investment Advisors
California
$1.87K 16 -7 -30%
BF
386
BOK Financial
Oklahoma
$1.74K 15 +2 +15%
A
387
AlphaQuest
New York
$1.28K 11 +11 New
WF
388
WoodTrust Financial
Wisconsin
$1.21K 10,350 -12 -0.1%
PWMG
389
Private Wealth Management Group
New Jersey
$1.05K 9 – –
MCM
390
Manchester Capital Management
Vermont
$1.05K 9 +4 +80%
CAL
391
Capital Advisors Ltd
Ohio
$1K 6 +6 New
CA
392
Continuum Advisory
Idaho
$702 6 +6 New
RCM
393
Raleigh Capital Management
North Carolina
$584 5 -309 -98%
IA
394
IFP Advisors
Florida
$584 5 +5 New
MSWM
395
Mowery & Schoenfeld Wealth Management
Illinois
$467 4 – –
CA
396
CoreCap Advisors
Michigan
$467 4 +4 New
FGAM
397
Financial Gravity Asset Management
Texas
$433 4 +4 New
CTA
398
Colonial Trust Advisors
South Carolina
$233 2 +2 New
PA
399
PSI Advisors
Florida
$117 1 – –
TFM
400
TFC Financial Management
Massachusetts
$117 1 +1 New
14 15
16
17 18