We are live on ! Find out more
GWRE icon

Guidewire Software

353 hedge funds and large institutions have $7.18B invested in Guidewire Software in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 109 increasing their positions, 134 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $30.1M | Put options by funds: $22.6M

17% more capital invested

Capital invested by funds: $6.16B → $7.18B (+$1.02B)

2% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 46

1% less funds holding

Funds holding: 355353 (-2)

1.47% less ownership

Funds ownership: 99.35%97.87% (-1.5%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

19% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 134

Holders
353
Holders Change
-2
Holders Change %
-0.56%
% of All Funds
5.6%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
47
Increased
109
Reduced
134
Closed
46
Calls
$30.1M
Puts
$22.6M
Net Calls
+$7.51M
Net Calls Change
-$6.88M
Name Holding Trade Value Shares
Change
Change in
Stake
NYLIM
201
New York Life Investment Management
New York
$773K +$717K +8,585 New
SG Americas Securities
202
SG Americas Securities
New York
$745K -$486K -5,824 -41%
PNC Financial Services Group
203
PNC Financial Services Group
Pennsylvania
$740K -$371K -4,446 -35%
Amundi
204
Amundi
France
$718K -$18K -216 -3%
GC
205
Guggenheim Capital
Illinois
$717K -$5.26K -63 -0.8%
VIM
206
Vancity Investment Management
British Columbia, Canada
$714K
Envestnet Portfolio Solutions
207
Envestnet Portfolio Solutions
Illinois
$703K +$652K +7,814 New
CB
208
Commerce Bank
Missouri
$696K +$34.4K +412 +6%
M&T Bank
209
M&T Bank
New York
$661K -$12.5K -150 -2%
PFO
210
Pathstone Family Office
New Jersey
$660K +$34.1K +409 +6%
JMPWA
211
JP Morgan Private Wealth Advisors
California
$603K -$171K -2,045 -23%
Principal Financial Group
212
Principal Financial Group
Iowa
$601K +$16.2K +194 +3%
LA
213
Legacy Advisors
Pennsylvania
$598K +$94.7K +1,135 +21%
AP
214
AtonRa Partners
Switzerland
$590K -$130K -1,557 -19%
Truist Financial
215
Truist Financial
North Carolina
$586K -$5.68K -68 -1%
MSRPS
216
Maryland State Retirement & Pension System
Maryland
$576K
PAS
217
Park Avenue Securities
New York
$569K +$527K +6,318 New
COI
218
Connable Office Inc
Michigan
$565K
SAM
219
Silvercrest Asset Management
New York
$562K -$11.8K -141 -2%
VCA
220
Verdence Capital Advisors
Maryland
$558K +$6.26K +75 +1%
FA
221
FDx Advisors
Illinois
$528K -$37.2K -446 -7%
BB
222
Bell Bank
North Dakota
$516K -$22.8K -273 -5%
CAM
223
Chesapeake Asset Management
New York
$516K
Creative Planning
224
Creative Planning
Kansas
$509K +$31.7K +380 +7%
Bessemer Group
225
Bessemer Group
New Jersey
$501K +$49.3K +591 +12%

GWRE Hedge Fund Activity: Q3 2023 in Review

353 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Guidewire Software (GWRE) for Q3 2023, worth a combined $7.18B — up 17% from $6.16B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new GWRE positions and 46 closed out — a net gain of 1 holder — while 109 added to existing stakes and 134 trimmed.

The largest buyer was Invesco, adding an estimated $90.1M. The largest seller was Wellington Management Group, cutting an estimated $84.6M.

  • 353 institutional investors held Guidewire Software (GWRE) as of Q3 2023, down from 355 in Q2 2023.
  • Funds reported $7.18B of Guidewire Software stock for Q3 2023, up 17% quarter-over-quarter.
  • 47 funds opened new Guidewire Software positions in Q3 2023 and 46 closed out, a net change of +1 holder.
  • The largest Guidewire Software buyer in Q3 2023 was Invesco, an estimated $90.1M added.
  • The largest Guidewire Software seller in Q3 2023 was Wellington Management Group, an estimated $84.6M sold.

Based on aggregated 13F filings for Q3 2023.