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297 hedge funds and large institutions have $5.53B invested in Genpact in 2020 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 120 increasing their positions, 112 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,090% more call options, than puts

Call options by funds: $438K | Put options by funds: $20K

2.62% more ownership

Funds ownership: 96.83%99.45% (+2.6%)

7% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 112

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

9% less funds holding

Funds holding: 328297 (-31)

29% less capital invested

Capital invested by funds: $7.76B → $5.53B (-$2.23B)

40% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 60

Holders
297
Holders Change
-31
Holders Change %
-9.45%
% of All Funds
6.54%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
36
Increased
120
Reduced
112
Closed
60
Calls
$438K
Puts
$20K
Net Calls
+$418K
Net Calls Change
-$83K
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
251
Geneos Wealth Management
Colorado
$53K +$78 +2 +0.1%
Rockefeller Capital Management
252
Rockefeller Capital Management
New York
$43K +$41.9K +1,070 +268%
QCG
253
Quadrant Capital Group
Ohio
$39K +$2.66K +68 +5%
NICM
254
Neo Ivy Capital Management
New York
$36K +$48.2K +1,231 New
CWP
255
CFM Wealth Partners
Texas
$35K +$46.9K +1,199 New
HFM
256
Harvest Fund Management
China
$29K
Carson Wealth (CWM LLC)
257
Carson Wealth (CWM LLC)
Nebraska
$24K
NIT
258
NumerixS Investment Technologies
British Columbia, Canada
$21K -$686K -17,527 -96%
FMII
259
Farmers & Merchants Investments Inc
Nebraska
$19K
QI
260
QS Investors
New York
$18K +$23.5K +600 New
CIA
261
CSat Investment Advisory
Michigan
$17K +$4.07K +104 +22%
SC
262
Solstein Capital
California
$14K
PA
263
Parallel Advisors
California
$13K -$99.3K -2,538 -85%
PB
264
Pinnacle Bancorp
Nebraska
$13K
IA
265
IFP Advisors
Florida
$12K +$4.74K +121 +46%
Simplex Trading
266
Simplex Trading
Illinois
$12K +$16.9K +433 New
HWA
267
Heritage Wealth Advisors
Virginia
$11.2K
MAM
268
Meeder Asset Management
Ohio
$11K +$2.23K +57 +18%
OPS
269
Orion Portfolio Solutions
Nebraska
$11K +$2.23K +57 +18%
CTC
270
Central Trust Company
Missouri
$9K -$9.28K -237 -43%
VFA
271
Valeo Financial Advisors
Indiana
$8K
BCWM
272
Bartlett & Co Wealth Management
Ohio
$7.45K +$9.98K +255 New
LWANC
273
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K +$4.85K +124 +100%
ME
274
McIlrath & Eck
Washington
$7K +$9K +230 New
BC
275
Bartlett & Co
Ohio
$7K +$9.98K +255 New

G Hedge Fund Activity: Q1 2020 in Review

297 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Genpact (G) for Q1 2020, worth a combined $5.53B — down 29% from $7.76B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of G and 36 opened new positions — a net loss of 24 holders — while 112 trimmed existing stakes and 120 added.

The largest buyer was Fidelity Investments, adding an estimated $385M. The largest seller was BlackRock, cutting an estimated $117M.

  • 297 institutional investors held Genpact (G) as of Q1 2020, down from 328 in Q4 2019.
  • Funds reported $5.53B of Genpact stock for Q1 2020, down 29% quarter-over-quarter.
  • 36 funds opened new Genpact positions in Q1 2020 and 60 closed out, a net change of -24 holders.
  • The largest Genpact buyer in Q1 2020 was Fidelity Investments, an estimated $385M added.
  • The largest Genpact seller in Q1 2020 was BlackRock, an estimated $117M sold.

Based on aggregated 13F filings for Q1 2020.