BCPC Institutional Ownership
Balchem Corp
1W: +0.1%
1M: +1.6%
3M: +2.9%
YTD: +10.8%
1Y: +9.5%
3Y: +40.9%
5Y: +14.7%
$168.70
-1.92 (-1.13%)
After Hours: $155.12 (-13.58, -8.05%)
Weekly Expected Move ±2.1%
$170
$173
$177
$181
$184
Credit Risk of going bust: lower than 96% of companies Debt: 2.6% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.21 (down 99.9%), Balchem Corp would be worth roughly what it owes.
Total debt $142.4M against a stock market value of $5.44B.
Distance to default 21.75 (Merton model): prices to 2026-10-26, balance sheet 2026-09-30, debt counted $66.0M (short-term plus half of long-term), stock volatility 20.7%; Altman Z 10.95. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.21 (down 99.9%), Balchem Corp would be worth roughly what it owes.
Total debt $142.4M against a stock market value of $5.44B.
Distance to default 21.75 (Merton model): prices to 2026-10-26, balance sheet 2026-09-30, debt counted $66.0M (short-term plus half of long-term), stock volatility 20.7%; Altman Z 10.95. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — BCPC
467
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
$5B
Total Invested
46
New Positions
142
Increased
212
Reduced
47
Closed
0.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (152 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CALIFORNIA STATE TEACHERS RETIREMENT S | 6,209,250 | $1.0B | +6,173,172 | +17110.6% | 2Q | SEC ↗ |
| 2 | STATE STREET CORP NEW | 1,281,552 | $216M | +1,281,552 | — | 1Q | SEC ↗ |
| 3 | Conestoga Capital Advisors, LLC | 1,087,871 | $184M | -163,318 | -13.1% | 2Q | SEC ↗ |
| 4 | WASATCH ADVISORS LP | 630,442 | $106M | -420,338 | -40.0% | 3Q | SEC ↗ |
| 5 | CONGRESS ASSET MANAGEMENT CO | 502,951 | $85M | +380 | +0.1% | 3Q | SEC ↗ |
| 6 | GOLDMAN SACHS GROUP INC NEW | 272,008 | $46M | +272,008 | — | 1Q | SEC ↗ |
| 7 | ALGERT GLOBAL LLC NEW | 208,146 | $35M | +208,146 | — | 1Q | SEC ↗ |
| 8 | RENAISSANCE TECHNOLOGIES LLC NEW | 193,300 | $33M | +193,300 | — | 1Q | SEC ↗ |
| 9 | Boston Trust Walden Corp NEW | 191,383 | $32M | +191,383 | — | 1Q | SEC ↗ |
| 10 | PRINCIPAL FINANCIAL GROUP INC NEW | 181,110 | $31M | +181,110 | — | 1Q | SEC ↗ |
| 11 | AMERIPRISE FINANCIAL INC NEW | 111,520 | $19M | +111,520 | — | 1Q | SEC ↗ |
| 12 | ENVESTNET ASSET MANAGEMENT INC NEW | 107,327 | $18M | +107,327 | — | 1Q | SEC ↗ |
| 13 | MARSHALL WACE, LLP NEW | 97,856 | $17M | +97,856 | — | 1Q | SEC ↗ |
| 14 | ARROWSTREET CAPITAL, LIMITED PARTNERSH NEW | 85,373 | $14M | +85,373 | — | 1Q | SEC ↗ |
| 15 | Assenagon Asset Management S.A. NEW | 83,109 | $14M | +83,109 | — | 1Q | SEC ↗ |
| 16 | SALEM INVESTMENT COUNSELORS INC | 73,845 | $12M | -2,500 | -3.3% | 2Q | SEC ↗ |
| 17 | WELLS FARGO & COMPANY/MN NEW | 62,458 | $11M | +62,458 | — | 1Q | SEC ↗ |
| 18 | CITADEL ADVISORS LLC NEW | 61,620 | $10M | +61,620 | — | 1Q | SEC ↗ |
| 19 | Vest Financial, LLC | 46,074 | $8M | +1,603 | +3.6% | 2Q | SEC ↗ |
| 20 | ProShare Advisors LLC NEW | 44,988 | $8M | +44,988 | — | 1Q | SEC ↗ |
| 21 | Jump Financial, LLC NEW | 42,272 | $7M | +42,272 | — | 1Q | SEC ↗ |
| 22 | Prospera Financial Services Inc | 39,166 | $7M | +19 | +0.0% | 2Q | SEC ↗ |
| 23 | EULAV Asset Management | 36,100 | $6M | — | +0.0% | 2Q | SEC ↗ |
| 24 | TOCQUEVILLE ASSET MANAGEMENT L.P. NEW | 28,305 | $5M | +28,305 | — | 1Q | SEC ↗ |
| 25 | Cardinal Capital Management NEW | 27,395 | $5M | +27,395 | — | 1Q | SEC ↗ |
| 26 | FIRST NATIONAL BANK OF OMAHA NEW | 26,709 | $5M | +26,709 | — | 1Q | SEC ↗ |
| 27 | MOODY ALDRICH PARTNERS LLC | 24,274 | $4M | +7,133 | +41.6% | 2Q | SEC ↗ |
| 28 | Corient Private Wealth LP NEW | 23,246 | $4M | +23,246 | — | 1Q | SEC ↗ |
| 29 | OPPENHEIMER ASSET MANAGEMENT INC. NEW | 21,514 | $4M | +21,514 | — | 1Q | SEC ↗ |
| 30 | Bath Savings Trust Co NEW | 20,795 | $4M | +20,795 | — | 1Q | SEC ↗ |
| 31 | STATE BOARD OF ADMINISTRATION OF FLORI NEW | 17,974 | $3M | +17,974 | — | 1Q | SEC ↗ |
| 32 | MANUFACTURERS LIFE INSURANCE COMPANY, | 17,132 | $3M | +1,529 | +9.8% | 2Q | SEC ↗ |
| 33 | Freestone Grove Partners LP NEW | 17,091 | $3M | +17,091 | — | 1Q | SEC ↗ |
| 34 | B. Metzler seel. Sohn & Co. AG NEW | 16,215 | $3M | +16,215 | — | 1Q | SEC ↗ |
| 35 | AMERICAN CAPITAL MANAGEMENT INC | 16,067 | $3M | -4,035 | -20.1% | 2Q | SEC ↗ |
| 36 | Allianz Asset Management GmbH NEW | 14,468 | $2M | +14,468 | — | 1Q | SEC ↗ |
| 37 | Louisiana State Employees Retirement S | 14,400 | $2M | — | +0.0% | 2Q | SEC ↗ |
| 38 | Pathstone Holdings, LLC NEW | 13,042 | $2M | +13,042 | — | 1Q | SEC ↗ |
| 39 | Schonfeld Strategic Advisors LLC NEW | 12,641 | $2M | +12,641 | — | 1Q | SEC ↗ |
| 40 | State of Alaska, Department of Revenue | 12,079 | $2M | -19,871 | -62.2% | 2Q | SEC ↗ |
| 41 | OP Asset Management Ltd NEW | 12,065 | $2M | +12,065 | — | 1Q | SEC ↗ |
| 42 | ICW Investment Advisors LLC NEW | 11,585 | $2M | +11,585 | — | 1Q | SEC ↗ |
| 43 | NEW YORK STATE COMMON RETIREMENT FUND NEW | 11,581 | $2M | +11,581 | — | 1Q | SEC ↗ |
| 44 | Handelsbanken Fonder AB NEW | 11,451 | $2M | +11,451 | — | 1Q | SEC ↗ |
| 45 | YOUSIF CAPITAL MANAGEMENT, LLC NEW | 9,137 | $2M | +9,137 | — | 1Q | SEC ↗ |
| 46 | Junk Investment Group, LLC NEW | 8,295 | $1M | +8,295 | — | 1Q | SEC ↗ |
| 47 | TEACHERS RETIREMENT SYSTEM OF THE STAT NEW | 8,179 | $1M | +8,179 | — | 1Q | SEC ↗ |
| 48 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SC | 7,619 | $1M | -390 | -4.9% | 2Q | SEC ↗ |
| 49 | INTECH INVESTMENT MANAGEMENT LLC NEW | 7,446 | $1M | +7,446 | — | 1Q | SEC ↗ |
| 50 | AZZAD ASSET MANAGEMENT INC /ADV | 7,339 | $1M | +122 | +1.7% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| STATE STREET CORP | 1,281,552 | $216M |
| GOLDMAN SACHS GROUP INC | 272,008 | $46M |
| ALGERT GLOBAL LLC | 208,146 | $35M |
| RENAISSANCE TECHNOLOGIES LLC | 193,300 | $33M |
| Boston Trust Walden Corp | 191,383 | $32M |
| PRINCIPAL FINANCIAL GROUP INC | 181,110 | $31M |
| AMERIPRISE FINANCIAL INC | 111,520 | $19M |
| ENVESTNET ASSET MANAGEMENT INC | 107,327 | $18M |
| MARSHALL WACE, LLP | 97,856 | $17M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 85,373 | $14M |
| Assenagon Asset Management S.A. | 83,109 | $14M |
| WELLS FARGO & COMPANY/MN | 62,458 | $11M |
| CITADEL ADVISORS LLC | 61,620 | $10M |
| ProShare Advisors LLC | 44,988 | $8M |
| Jump Financial, LLC | 42,272 | $7M |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 28,305 | $5M |
| Cardinal Capital Management | 27,395 | $5M |
| FIRST NATIONAL BANK OF OMAHA | 26,709 | $5M |
| Corient Private Wealth LP | 23,246 | $4M |
| OPPENHEIMER ASSET MANAGEMENT INC. | 21,514 | $4M |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (18)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CALIFORNIA STATE TEACHERS RETIREMEN | +6,173,172 | +17110.6% | 6,209,250 |
| MOODY ALDRICH PARTNERS LLC | +7,133 | +41.6% | 24,274 |
| Parkside Financial Bank & Trust | +4,009 | +44544.4% | 4,018 |
| Vest Financial, LLC | +1,603 | +3.6% | 46,074 |
| MANUFACTURERS LIFE INSURANCE COMPAN | +1,529 | +9.8% | 17,132 |
| HSBC HOLDINGS PLC | +1,121 | +1303.5% | 1,207 |
| QRG CAPITAL MANAGEMENT, INC. | +394 | +6.8% | 6,222 |
| CONGRESS ASSET MANAGEMENT CO | +380 | +0.1% | 502,951 |
| AZZAD ASSET MANAGEMENT INC /ADV | +122 | +1.7% | 7,339 |
| Hardy Reed LLC | +27 | +1.9% | 1,452 |
| GAMMA Investing LLC | +26 | +3.3% | 822 |
| Prospera Financial Services Inc | +19 | +0.0% | 39,166 |
| Versant Capital Management, Inc | +17 | +47.2% | 53 |
| Farther Finance Advisors, LLC | +16 | +1.8% | 884 |
| FARMERS & MERCHANTS INVESTMENTS INC | +10 | +50.0% | 30 |
| Retirement Wealth Solutions LLC | +2 | +2.9% | 71 |
| IFP Advisors, Inc | +2 | +3.1% | 67 |
| DecisionPoint Financial, LLC | +1 | +100.0% | 2 |
Biggest Decreases (16)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WASATCH ADVISORS LP | -420,338 | -40.0% | 630,442 |
| Conestoga Capital Advisors, LLC | -163,318 | -13.1% | 1,087,871 |
| State of Alaska, Department of Reve | -19,871 | -62.2% | 12,079 |
| CAISSE DE DEPOT ET PLACEMENT DU QUE | -7,000 | -69.3% | 3,100 |
| Ausbil Investment Management Ltd | -5,994 | -75.3% | 1,968 |
| AMERICAN CAPITAL MANAGEMENT INC | -4,035 | -20.1% | 16,067 |
| Mariner, LLC | -2,633 | -29.6% | 6,262 |
| SALEM INVESTMENT COUNSELORS INC | -2,500 | -3.3% | 73,845 |
| SUMMIT SECURITIES GROUP LLC | -1,500 | -50.0% | 1,500 |
| IMC-Chicago, LLC | -530 | -24.3% | 1,648 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC | -390 | -4.9% | 7,619 |
| Silicon Valley Capital Partners | -192 | -57.1% | 144 |
| Legacy Wealth Asset Management, LLC | -31 | -0.6% | 4,782 |
| HSBC HOLDINGS PLC | -30 | -69.8% | 13 |
| MassMutual Private Wealth & Trust, | -2 | -2.9% | 68 |
| MJT & Associates Financial Advisory | -2 | -8.0% | 23 |