Guru Ownership Trend
Guru Analysis for Balchem Corporation (BCPC)
Balchem Corporation (BCPC), a key player in the Materials sector, continues to attract institutional attention.
As of Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $101.99 M.
Top institutional holders include Jeremy Grantham and Renaissance Technologies (RenTech).
Institutional sentiment is currently Bullish. This is evidenced by a $9.33 M net inflow during the quarter.
Recent activity highlights Ray Dalio who increased their stake by 260.2%. Conversely, Paul Tudor Jones reduced exposure by 41.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Balchem Corporation (BCPC)
Major holders include Jeremy Grantham ($36.05 M), Renaissance Technologies (RenTech) ($30 M), Steven Cohen ($15.7 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 602,466 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $9.33 M, with 5 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited BCPC. The total reported sell value was $4.06 M.
Yes, 0 managers opened new positions in BCPC, and 5 increased their existing holdings. The total reported buy value was $13.4 M.
