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Generac Holdings
GNRC

Overview Fund Activity

693 hedge funds and large institutions have $6.64B invested in Generac Holdings in 2023 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 185 increasing their positions, 293 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
+7
Holders Change %
+1.02%
% of All Funds
10.16%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
137
Increased
185
Reduced
293
Closed
122
Calls
$448M
Puts
$493M
Net Calls
-$44.5M
Net Calls Change
+$119M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$156M
2
Morgan Stanley
Morgan Stanley
New York
$230M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$50.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$377M
5
ACH
ArrowMark Colorado Holdings
Colorado
$102M

Top Sellers

1
Invesco
Invesco
Georgia
$150M
2
BlackRock
BlackRock
New York
$472M
3
Baird Financial Group
Baird Financial Group
Wisconsin
$3.1M
4
Coatue Management
Coatue Management
New York
$30.5M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$26.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCWA
626
Turtle Creek Wealth Advisors
Texas
$7.37K +$7.37K +57 New
JPWM
627
Jamison Private Wealth Management
Georgia
$7.24K +$2.33K +18 +47%
PIM
628
Plato Investment Management
Australia
$7.24K +$7.24K +56 New
CT
629
Clearstead Trust
Maine
$6.98K +$6.98K +54 New
CA
630
Crewe Advisors
Utah
$6.98K +$6.98K +54 New
CIR
631
Clear Investment Research
Georgia
$6.46K – – –
GWSG
632
GPS Wealth Strategies Group
Colorado
$6.46K – – –
DJSG
633
D.J. St. Germain
Massachusetts
$6.46K +$6.46K +50 New
RFG
634
RFP Financial Group
Georgia
$6.33K – – –
HIA
635
Harbor Investment Advisory
Maryland
$5.95K – – –
NMG
636
New Millennium Group
Utah
$5.95K – – –
FMII
637
Farmers & Merchants Investments Inc
Nebraska
$5.04K -$517 -4 -9%
RG
638
Retirement Group
California
$5.04K -$517 -4 -9%
BTI
639
Blue Trust Inc
Georgia
$5K -$532 -5 -10%
CQS
640
Credential Qtrade Securities
$4.91K – – –
CBT
641
Central Bank & Trust
Kentucky
$4.65K – – –
WAS
642
Winch Advisory Services
Wisconsin
$4.14K – – –
WT
643
Whittier Trust
California
$4.01K -$34K -263 -89%
CAL
644
Capital Advisors Ltd
Ohio
$4K -$125 -1 -3%
SAM
645
Smartleaf Asset Management
Massachusetts
$3.79K +$3.79K +29 New
GWS
646
Glassman Wealth Services
Virginia
$3.75K -$15.8K -122 -81%
BWL
647
Bogart Wealth LLC
Virginia
$3.49K – – –
CCMI
648
Creative Capital Management Investments
California
$3.49K – – –
MCM
649
MV Capital Management
Maryland
$3.36K -$10.6K -82 -76%
BIA
650
Bell Investment Advisors
California
$3.23K -$1.16K -9 -26%
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