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Guidewire Software

368 hedge funds and large institutions have $5.92B invested in Guidewire Software in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 141 increasing their positions, 122 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $16M | Put options by funds: $12.7M

16% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 122

1.16% less ownership

Funds ownership: 100.64%99.47% (-1.2%)

4% less funds holding

Funds holding: 383368 (-15)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

19% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 58

24% less capital invested

Capital invested by funds: $7.82B → $5.92B (-$1.9B)

Holders
368
Holders Change
-15
Holders Change %
-3.92%
% of All Funds
6.2%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.22%
New
47
Increased
141
Reduced
122
Closed
58
Calls
$16M
Puts
$12.7M
Net Calls
+$3.29M
Net Calls Change
-$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
401
Oppenheimer & Co
New York
-$220K -2,324 Closed
HCA
402
Harbour Capital Advisors
Virginia
-$219K -2,310 Closed
BL
403
Balentine LLC
Georgia
-$215K -2,272 Closed
SM
404
Sciencast Management
New Jersey
-$201K -2,172 Closed
EWA
405
Exencial Wealth Advisors
Oklahoma
-$203K -2,145 Closed
MGWM
406
Marks Group Wealth Management
Minnesota
-$203K -2,143 Closed
FAG
407
Fortitude Advisory Group
Washington
-$38K -414 Closed
DZ Bank
408
DZ Bank
Germany
-$33K -346 Closed
LWCFA
409
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$31K -327 Closed
DFCM
410
Dark Forest Capital Management
Puerto Rico
-$19K -210 Closed
Koshinski Asset Management
411
Koshinski Asset Management
Illinois
-$17K -180 Closed
EIM
412
Essex Investment Management
Massachusetts
-$10K -102 Closed
CA
413
Clearstead Advisors
Ohio
-$8K -86 Closed
LC
414
Lindbrook Capital
California
-$4.74K -58 -95%
VCM
415
Versant Capital Management
Arizona
-$5K -49 Closed
SC
416
Sierra Capital
Florida
-$2K -20 Closed
T
417
TCWP
Ohio
-$1K -20 Closed
PCA
418
Providence Capital Advisors
North Carolina
-$2K -16 Closed
EI
419
Ellevest Inc
New York
-$1K -13 Closed
SWM
420
Selective Wealth Management
Virginia
-$1K -11 Closed
AFG
421
Albion Financial Group
Utah
-$1K -9 Closed
GWS
422
Glassman Wealth Services
Virginia
+$245 +3 New
AW
423
ACG Wealth
Georgia
+$573 +7 New

GWRE Hedge Fund Activity: Q2 2022 in Review

368 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Guidewire Software (GWRE) for Q2 2022, worth a combined $5.92B — down 24% from $7.82B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of GWRE and 47 opened new positions — a net loss of 11 holders — while 122 trimmed existing stakes and 141 added.

The largest buyer was Morgan Stanley, adding an estimated $39.8M. The largest seller was Parnassus Investments, cutting an estimated $52.1M.

  • 368 institutional investors held Guidewire Software (GWRE) as of Q2 2022, down from 383 in Q1 2022.
  • Funds reported $5.92B of Guidewire Software stock for Q2 2022, down 24% quarter-over-quarter.
  • 47 funds opened new Guidewire Software positions in Q2 2022 and 58 closed out, a net change of -11 holders.
  • The largest Guidewire Software buyer in Q2 2022 was Morgan Stanley, an estimated $39.8M added.
  • The largest Guidewire Software seller in Q2 2022 was Parnassus Investments, an estimated $52.1M sold.

Based on aggregated 13F filings for Q2 2022.