Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Balchem Corp (BCPC)

419 + Investors. Track Smart Money conviction in BCPC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
11Q ▲
Buyers last Q
54%

Smart Money Signals — BCPC

Based on 423 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added BCPC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
423 hedge funds hold BCPC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q
+49 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

216 buying184 selling
Last quarter: 216 funds bought or added vs 184 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~60 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 56 → 48 → 55 → 60. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 21% medium ■ 19% new
254 out of 423 hedge funds have held BCPC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

59 → 56 → 48 → 55 → 60 new funds/Q
New funds entering each quarter: 56 → 48 → 55 → 60. A growing number of institutions are discovering BCPC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 12% 1-2yr ■ 23% new
Of 427 current holders: 278 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
54 of 423 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BCPC

In 2026 Q1, 216 hedge funds were net buyers of BCPC (60 opened a new position, 156 added to an existing one), while 184 reduced or exited (138 trimmed, 46 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 32% of total institutional value in BCPC is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 423.

Hedge Fund Ownership: BCPC

How many hedge funds hold BCPC — quarterly history vs. share price
Quarterly hedge fund ownership of BCPC vs. share price

Market Analysis: BCPC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BCPC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Balchem Corp (BCPC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BCPC has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
BCPC
-2.8%
SPY
+13.9%

BCPC outperformed SPY by -16.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
BCPC
+3.6%
SPY
+0.2%

Since the filing became public, BCPC outperformed SPY by +3.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

27 top-rated funds 1 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: BCPC
419 + Investors

Track Smart Money conviction in BCPC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 419 409 2.44%
13F Shares 28M 29M -0.52%
Total Value $4.64B $4.34B 6.89%
New Positions 58 55 +3
Increased Positions 154 143 +11
Closed Positions 48 49 -1
Reduced Positions 136 149 -13
Total Calls 3 3 -
Total Puts 2 1 100.0%
PUT/CALL Ratio 0.67 0.33 Bullish

Statistics: BCPC

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Short % of Float --

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Institutional Holders (2026 Q1)

419 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BCPC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BCPC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Montanaro Asset Management Ltd 5.00% 98,700 $16.7M
2 Congruence Capital, LLC 4.98% 87,658 $14.9M
3 Conestoga Capital Advisors, LLC 4.23% 1,251,189 $212.1M
4 Geneva Capital Management LLC 3.05% 846,495 $143.5M
5 Tributary Capital Management, LLC 1.94% 117,708 $19.9M
6 Cutter & CO Brokerage, Inc. 1.61% 40,968 $6.8M
7 Wasatch Advisors LP 1.60% 1,423,424 $241.2M
8 Harvey Partners, LLC 1.55% 114,800 $19.5M
9 Laurus Global Equity Management Inc. 1.05% 6,310 $1.1M
10 Junk Investment Group, LLC 0.74% 8,295 $1.4M
11 ICW Investment Advisors LLC 0.73% 11,843 $2.0M
12 Moody Aldrich Partners LLC 0.67% 21,822 $3.7M
13 Stephens Investment Management Group LLC 0.62% 266,086 $45.1M
14 Cardinal Capital Management 0.58% 26,772 $4.5M
15 Martin & Co Inc /Tn/ 0.56% 19,401 $3.3M
16 Congress Asset Management Co 0.54% 445,813 $75.6M
17 Chesapeake Capital Corp /Il/ 0.47% 3,877 $657K
18 Bath Savings Trust Co 0.46% 25,349 $4.3M
19 First National Advisers, LLC 0.45% 18,206 $3.1M
20 Ausbil Investment Management Ltd 0.44% 5,105 $877K
21 Sagewood Asset Management LP 0.43% 8,100 $1.4M
22 Numerai GP LLC 0.38% 22,113 $3.7M
23 Marshall & Sterling Wealth Advisors Inc. 0.37% 3,375 $572K
24 Yorktown Management & Research Co Inc 0.35% 2,500 $424K
25 Nitor Capital Management LLC 0.31% 2,400 $407K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Balchem Corp (BCPC)

What does the Smart Money Trend signal show for BCPC?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added BCPC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BCPC?

Slight buying edge — 54% buying: Last quarter: 216 funds bought or added vs 184 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BCPC holders?

Strong quality — 32% AUM from major funds: 54 of 423 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BCPC?

60% of holders stayed for 2+ years: 254 out of 423 hedge funds have held BCPC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Balchem Corp (BCPC) following the 2026 Q1 hedge fund 13F filings?

As of today, BCPC has moved +3.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +3.4%. Since the quarter end (March 31, 2026), BCPC has gained -2.8% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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