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Genelux
GNLX

61 hedge funds and large institutions have $80.9M invested in Genelux in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 10

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

9% more funds holding

Funds holding: 56 → 61 (+5)

5.68% more ownership

Funds ownership: 16.21% → 21.89% (+5.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

22% less capital invested

Capital invested by funds: $104M → $80.9M (-$23M)

Holders
61
Holders Change
+5
Holders Change %
+8.93%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
26
Reduced
10
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WDC
Woodward Diversified Capital
California
+$16.4M
2
State Street
State Street
Massachusetts
+$2.31M
3
AWM
AE Wealth Management
Kansas
+$1.65M
4
BlackRock
BlackRock
New York
+$1.59M
5
Morgan Stanley
Morgan Stanley
New York
+$1.48M

Top Sellers

Rank Fund Capital Flow
1
PWM
Provident Wealth Management
Tennessee
-$2.81M
2
Goldman Sachs
Goldman Sachs
New York
-$622K
3
Wells Fargo
Wells Fargo
California
-$435K
4
AIM
Aspen Investment Management
Michigan
-$290K
5
DADC
D.A. Davidson & Co
Montana
-$237K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$285K +$163K +10,305 +103%
AWM
27
Axxcess Wealth Management
California
$234K – – –
ARC
28
Advisor Resource Council
Texas
$233K +$263K +16,666 New
EC
29
EntryPoint Capital
New York
$229K +$259K +16,380 New
BTI
30
Blue Trust Inc
Georgia
$226K +$146K +9,237 New
AWM
31
Apollon Wealth Management
South Carolina
$196K +$221K +14,006 New
BBHC
32
Brown Brothers Harriman & Co
New York
$191K -$47 -3 -0%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$191K +$215K +13,627 New
JP Morgan Chase
34
JP Morgan Chase
New York
$172K -$5.04K -319 -3%
FWP
35
Falcon Wealth Planning
California
$168K +$31.6K +2,000 +20%
OCM
36
One Capital Management
California
$158K – – –
SW
37
SteelPeak Wealth
California
$153K – – –
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$150K +$76.6K +4,853 +82%
MIM
39
MetLife Investment Management
New Jersey
$142K – – –
SG Americas Securities
40
SG Americas Securities
New York
$135K +$47.4K +3,000 +45%
AIG
41
American International Group
New York
$129K -$600 -38 -0.4%
Wells Fargo
42
Wells Fargo
California
$119K -$435K -27,528 -76%
WTC
43
WhitTier Trust Company
Nevada
$100K +$113K +7,141 New
Deutsche Bank
44
Deutsche Bank
Germany
$95.7K -$3.03K -192 -3%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$90.5K +$15.2K +966 +18%
ETC
46
Exchange Traded Concepts
Oklahoma
$86.9K +$24.8K +1,573 +34%
Osaic Holdings
47
Osaic Holdings
Arizona
$58.8K +$47.3K +2,999 +250%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$42.8K -$16.4K -1,040 -25%
CAS
49
Coppell Advisory Solutions
Texas
$42K +$47.4K +3,001 New
TRCT
50
Tower Research Capital (TRC)
New York
$41.4K +$31.9K +2,021 +216%
1
2
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GNLX Hedge Fund Activity: Q4 2023 in Review

61 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Genelux (GNLX) for Q4 2023, worth a combined $80.9M — down 22% from $104M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new GNLX positions and 8 closed out — a net gain of 5 holders — while 26 added to existing stakes and 10 trimmed.

The largest buyer was Woodward Diversified Capital, adding an estimated $16.4M. The largest seller was Provident Wealth Management, cutting an estimated $2.81M.

  • 61 institutional investors held Genelux (GNLX) as of Q4 2023, up from 56 in Q3 2023.
  • Funds reported $80.9M of Genelux stock for Q4 2023, down 22% quarter-over-quarter.
  • 13 funds opened new Genelux positions in Q4 2023 and 8 closed out, a net change of +5 holders.
  • The largest Genelux buyer in Q4 2023 was Woodward Diversified Capital, an estimated $16.4M added.
  • The largest Genelux seller in Q4 2023 was Provident Wealth Management, an estimated $2.81M sold.

Based on aggregated 13F filings for Q4 2023.