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Genelux

56 hedge funds and large institutions have $104M invested in Genelux in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 26 increasing their positions, 1 reducing their positions, and 4 closing their positions.

Holders
56
Holders Change
+21
Holders Change %
+60%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
25
Increased
26
Reduced
1
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$29.3M +$25.8M +1,053,324 +738%
Vanguard Group
2
Vanguard Group
Pennsylvania
$24M +$22.7M +925,258 +1,660%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$9.47M +$7.88M +321,596 +494%
PWM
4
Provident Wealth Management
Tennessee
$8.21M +$8.21M +335,263 New
State Street
5
State Street
Massachusetts
$5.66M +$4.54M +185,400 +406%
AWM
6
AE Wealth Management
Kansas
$4.77M +$4.45M +181,618 +1,370%
Northern Trust
7
Northern Trust
Illinois
$3.94M +$3.14M +128,079 +391%
Charles Schwab
8
Charles Schwab
California
$3.61M +$3.16M +128,909 +689%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.32M +$1.09M +44,584 +477%
ANTB
10
AMG National Trust Bank
Colorado
$1.23M +$1.23M +50,346 New
Nuveen Asset Management
11
Nuveen Asset Management
Illinois
$1.22M +$1.22M +49,628 New
WDC
12
Woodward Diversified Capital
California
$1.09M +$1.09M +44,607 New
Wells Fargo
13
Wells Fargo
California
$882K +$792K +32,335 +879%
LF
14
LifeSteps Financial
California
$804K +$476K +19,438 +145%
Morgan Stanley
15
Morgan Stanley
New York
$732K +$640K +26,144 +696%
Goldman Sachs
16
Goldman Sachs
New York
$622K +$622K +25,383 New
LPL Financial
17
LPL Financial
California
$600K +$600K +24,500 New
Bank of America
18
Bank of America
North Carolina
$571K +$493K +20,111 +628%
RhumbLine Advisers
19
RhumbLine Advisers
Massachusetts
$570K +$502K +20,485 +734%
AWM
20
Axxcess Wealth Management
California
$408K
PI
21
Putnam Investments
Massachusetts
$367K +$367K +15,003 New
BBHC
22
Brown Brothers Harriman & Co
New York
$334K +$334K +13,655 New
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$308K +$254K +10,388 +471%
AIM
24
Aspen Investment Management
Michigan
$290K +$290K +11,880 New
OCM
25
One Capital Management
California
$276K +$276K +11,283 New