undamentalytics Newsletter

Balchem Corp: which funds bought and sold

Institutions that bought and sold Balchem shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 183 institutions that filed 13F reports for both quarters added to or opened positions in Balchem, and 208 cut or closed them. Together they added a net 30K shares, +0.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 383K shares (−5.8%); index fund managers were net buyers of 295K shares (+2.5%). 42 opened a new position and 47 sold out entirely.

Bought, Q2 2026 183 institutions, 42 of them new holders Sold, Q2 2026 208 institutions, 47 of them sold out
Net change, all compared +30K shares (+0.1%)
Net change, active managers −383K shares (−5.8%), 29 bought, 30 sold

Buyers versus sellers

institutions compared, 456
Active managers and hedge funds 29 bought · 30 sold · −383K
Index fund managers 10 bought · 1 sold · +295K
Other institutions 144 bought · 177 sold · +118K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Thrivent Financial For Lutherans +217K +298.0% 290K $49M
Boston Trust Walden Corp +191K New position 191K $32.3M
First Trust Advisors LP +164K +36.2% 617K $104M
Blackrock, Inc. Index funds +123K +2.5% 5.0M $839M
Goldman Sachs Group Inc +104K +61.6% 272K $46M
Arrowstreet Capital, Limited Partnership Hedge fund +85K New position 85K $14.4M
Schroder Investment Management Group Active manager +80K +22.2% 440K $74.5M
Geode Capital Management, LLC Index funds +75K +7.2% 1.1M $190M
Two Sigma Investments, LP Hedge fund +72K +16.7% 502K $84.8M
Millennium Management LLC Hedge fund +67K +57.3% 185K $31.2M
Marshall Wace, LLP Hedge fund +57K +138.1% 98K $16.5M
Congress Asset Management Co Active manager +57K +12.7% 503K $84.9M
Citadel Advisors LLC Hedge fund +41K +197.9% 62K $10.4M
State Street Corp Index funds +41K +3.3% 1.3M $217M
HRT Financial LP +39K +80.3% 87K $14.6M
State Of Wisconsin Investment Board +28K +364.9% 36K $6.1M
Vanguard Portfolio Management LLC Index funds +28K +1.3% 2.2M $375M
Segall Bryant & Hamill, LLC Active manager +23K +34.8% 88K $15M
Harvey Partners, LLC +21K +18.5% 136K $23M
Nuveen, LLC +21K +5.3% 414K $70M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Wasatch Advisors LP Active manager −373K −26.2% 1.1M $178M
Geneva Capital Management LLC Active manager −163K −19.3% 683K $115M
Conestoga Capital Advisors, LLC −163K −13.1% 1.1M $184M
Price T Rowe Associates Inc Active manager −97K −46.6% 111K $18.8M
Jane Street Group, LLC −96K −97.8% 2,122 $358,512
Jpmorgan Chase & Co −85K −20.0% 342K $58.1M
Point72 Asset Management, L.P. Hedge fund −67K −72.1% 26K $4.4M
Qube Research & Technologies Ltd Hedge fund −54K −39.7% 82K $13.8M
FMR LLC Active manager −38K −6.4% 560K $94.7M
Engineers Gate Manager LP Hedge fund −34K −94.1% 2,108 $356,147
Barclays PLC −34K −87.1% 5,010 $846,440
Bank Of America Corp −32K −17.6% 152K $25.6M
D. E. Shaw & Co., Inc. Hedge fund −31K −77.9% 8,897 $1.5M
Voloridge Investment Management, LLC Hedge fund −29K −37.5% 49K $8.3M
UBS Group AG −29K −32.9% 59K $10M
Squarepoint Ops LLC Hedge fund −28K −90.4% 2,935 $495,868
Congruence Capital, LLC −27K −30.9% 61K $10.2M
Royal Bank Of Canada −25K −15.3% 137K $23.2M
Summittx Capital, L.P. −23K Sold out 0 —
Morgan Stanley −23K −2.7% 834K $141M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Boston Trust Walden Corp 191K $32.3M
Arrowstreet Capital, Limited PartnershipHedge fund 85K $14.4M
Brevan Howard Capital Management LPHedge fund 19K $3.2M
Freestone Grove Partners LPHedge fund 17K $2.9M
Elo Mutual Pension Insurance Co 12K $2.1M
Edgestream Partners, L.P.Hedge fund 12K $2M
Acadian Asset Management LLCActive manager 8,315 $1.4M
Diametric Capital, LP 7,700 $1.3M
Entropy Technologies, LP 5,737 $969,266
M&T Bank Corp 3,744 $632,814

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Summittx Capital, L.P. 23K $3.9M
Tudor Investment Corp Et AlHedge fund 23K $3.8M
Winton Group LtdHedge fund 22K $3.7M
Susquehanna Portfolio Strategies, LLC 14K $2.3M
Healthcare Of Ontario Pension Plan Trust Fund 6,467 $1.1M
Y-Intercept (Hong Kong) Ltd 5,922 $1M
Fieldview Capital Management, LLC 5,903 $1M
Voleon Capital Management LPHedge fund 5,410 $916,887
Verition Fund Management LLCHedge fund 4,874 $826,046
Praxis Investment Management Inc 3,617 $613,000

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
413
Ten largest holders
52.8%
of 13F-reported shares
Index fund managers
41.9%
of 13F-reported shares
Active managers and hedge funds
21.6%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 29 30 7 6 −383K −5.8%
Index fund managers 10 1 0 0 +295K +2.5%
Other institutions 144 177 35 41 +118K +1.2%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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