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Generac Holdings

842 hedge funds and large institutions have $19.8B invested in Generac Holdings in 2021 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 323 increasing their positions, 284 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 97

14% more repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 284

4% more funds holding

Funds holding: 808842 (+34)

1.61% more ownership

Funds ownership: 87.64%89.24% (+1.6%)

13% less capital invested

Capital invested by funds: $22.6B → $19.8B (-$2.83B)

19% less call options, than puts

Call options by funds: $663M | Put options by funds: $822M

50% less funds holding in top 10

Funds holding in top 10: 168 (-8)

Holders
842
Holders Change
+34
Holders Change %
+4.21%
% of All Funds
12.96%
Holding in Top 10
8
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-50%
% of All Funds
0.12%
New
144
Increased
323
Reduced
284
Closed
97
Calls
$663M
Puts
$822M
Net Calls
-$158M
Net Calls Change
-$191M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$162M -$14.9M -35,986 -7%
CAM
27
Congress Asset Management
Massachusetts
$162M -$7.7M -18,552 -4%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$159M -$5.53M -13,339 -3%
Victory Capital Management
29
Victory Capital Management
Texas
$158M +$1.04M +2,499 +0.6%
ACH
30
ArrowMark Colorado Holdings
Colorado
$156M +$10.8M +25,938 +6%
Legal & General Group
31
Legal & General Group
United Kingdom
$154M -$7.73M -18,628 -4%
Lord, Abbett & Co
32
Lord, Abbett & Co
New Jersey
$152M -$13.7M -32,972 -7%
UBS AM
33
UBS AM
Illinois
$139M -$281M -677,553 -63%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$134M -$9.7M -23,386 -6%
Ameriprise
35
Ameriprise
Minnesota
$131M +$17.8M +43,008 +13%
EAM
36
Eventide Asset Management
Massachusetts
$130M +$21.7M +52,300 +17%
Luther King Capital Management (LKCM)
37
Luther King Capital Management (LKCM)
Texas
$121M +$38.6K +93 +0%
Charles Schwab
38
Charles Schwab
California
$120M +$1.78M +4,286 +1%
Deutsche Bank
39
Deutsche Bank
Germany
$112M +$9.76M +23,521 +8%
MCM
40
Melvin Capital Management
New York
$106M +$124M +300,000 New
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$104M +$11.2M +27,020 +10%
Zurich Cantonal Bank
42
Zurich Cantonal Bank
Switzerland
$92.5M -$9.32M -22,466 -8%
Neuberger Berman Group
43
Neuberger Berman Group
New York
$92.1M +$31.2M +75,297 +40%
Amundi
44
Amundi
France
$88.7M -$12.3M -29,650 -9%
AI
45
Axiom Investors
Connecticut
$84.6M -$4.98M -12,007 -5%
Swiss National Bank
46
Swiss National Bank
Switzerland
$84.5M -$3.9M -9,400 -4%
UBS Group
47
UBS Group
Switzerland
$81.9M -$7.87M -18,974 -8%
BAM
48
Burgundy Asset Management
Ontario, Canada
$81M +$1.31M +3,161 +1%
William Blair & Company
49
William Blair & Company
Illinois
$76M +$14.8M +35,764 +20%
ZIG
50
Zurich Insurance Group
Switzerland
$72.5M +$4.6M +11,099 +6%

GNRC Hedge Fund Activity: Q4 2021 in Review

842 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Generac Holdings (GNRC) for Q4 2021, worth a combined $19.8B — down 13% from $22.6B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new GNRC positions and 97 closed out — a net gain of 47 holders — while 323 added to existing stakes and 284 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $257M. The largest seller was Wells Fargo, cutting an estimated $350M.

  • 842 institutional investors held Generac Holdings (GNRC) as of Q4 2021, up from 808 in Q3 2021.
  • Funds reported $19.8B of Generac Holdings stock for Q4 2021, down 13% quarter-over-quarter.
  • 144 funds opened new Generac Holdings positions in Q4 2021 and 97 closed out, a net change of +47 holders.
  • The largest Generac Holdings buyer in Q4 2021 was Fidelity Investments, an estimated $257M added.
  • The largest Generac Holdings seller in Q4 2021 was Wells Fargo, an estimated $350M sold.

Based on aggregated 13F filings for Q4 2021.