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Guidewire Software

500 hedge funds and large institutions have $15.1B invested in Guidewire Software in 2024 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 159 increasing their positions, 177 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more call options, than puts

Call options by funds: $123M | Put options by funds: $56.3M

109% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 47

32% more capital invested

Capital invested by funds: $11.4B → $15.1B (+$3.7B)

17% more funds holding in top 10

Funds holding in top 10: 2327 (+4)

10% more funds holding

Funds holding: 454500 (+46)

0.32% less ownership

Funds ownership: 100.21%99.89% (-0.32%)

10% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 177

Holders
500
Holders Change
+46
Holders Change %
+10.13%
% of All Funds
7.18%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.39%
New
98
Increased
159
Reduced
177
Closed
47
Calls
$123M
Puts
$56.3M
Net Calls
+$66.6M
Net Calls Change
+$36.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
426
Advisornet Financial
Minnesota
$55.1K +$152 +1 +0.3%
MSFP
427
Mark Sheptoff Financial Planning
Connecticut
$54.9K
Toronto Dominion Bank
428
Toronto Dominion Bank
Ontario, Canada
$54.9K
CIBC Private Wealth Group
429
CIBC Private Wealth Group
Georgia
$54.5K -$5.62K -37 -11%
PS
430
Principal Securities
Iowa
$54K +$12.3K +81 +38%
DIP
431
DT Investment Partners
Pennsylvania
$51.2K -$2.28K -15 -5%
BIG
432
Brooklyn Investment Group
New York
$41.7K +$34.6K +228 New
RIL
433
Rothschild Investment LLC
Illinois
$41.3K +$152 +1 +0.4%
EWA
434
EverSource Wealth Advisors
Alabama
$40.8K +$2.73K +18 +9%
CHA
435
Carmichael Hill & Associates
Maryland
$36.6K
QC
436
Quent Capital
New York
$34.9K
PHK
437
Point72 Hong Kong
Hong Kong
$32.9K +$27.3K +180 New
GM
438
GeoWealth Management
Illinois
$32.6K +$27K +178 New
BLC
439
Brown, Lisle/Cummings
Rhode Island
$32K
TCA
440
Trifecta Capital Advisors
Illinois
$31.5K
AssetMark Inc
441
AssetMark Inc
California
$31.5K +$22K +145 +537%
BTI
442
Blue Trust Inc
Georgia
$25K +$5.16K +34 +23%
VWM
443
Venturi Wealth Management
Texas
$23.6K +$911 +6 +5%
C
444
Covestor
United Kingdom
$23K
SPIA
445
Steward Partners Investment Advisory
New York
$22.1K +$2.58K +17 +16%
CFGS
446
Concourse Financial Group Securities
Alabama
$21.4K -$2.28K -15 -11%
PTC
447
Private Trust Company
Ohio
$20.9K -$1.22K -8 -7%
GRP
448
Global Retirement Partners
California
$20.7K +$456 +3 +3%
BWL
449
Bogart Wealth LLC
Virginia
$19.8K
FFA
450
Farther Finance Advisors
California
$19K -$1.98K -13 -11%