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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 %
RL
651
Rogco LP
Oklahoma
$3.23K – – –
IBOK
652
Independence Bank of Kentucky
Kentucky
$3.23K +$3.23K +25 New
AFS
653
Annapolis Financial Services
Maryland
$2.59K – – –
MSWM
654
Mowery & Schoenfeld Wealth Management
Illinois
$2.59K +$2.59K +20 New
HCM
655
Hollencrest Capital Management
California
$2.46K -$25.9K -200 -91%
VF
656
VitalStone Financial
Texas
$2K – – –
LIWM
657
Long Island Wealth Management
New York
$2K +$2K +15 New
SIC
658
Salem Investment Counselors
North Carolina
$1.94K – – –
VCM
659
Versant Capital Management
Arizona
$1.81K -$3.36K -26 -65%
KFS
660
Kelly Financial Services
Massachusetts
$1.68K – – –
PA
661
PSI Advisors
Florida
$1.55K +$905 +7 +140%
MFG
662
Mendota Financial Group
Wisconsin
$1.42K – – –
LFG
663
Larson Financial Group
Missouri
$1.42K +$129 +1 +10%
Kayne Anderson Rudnick Investment Management
664
Kayne Anderson Rudnick Investment Management
California
$1.41K +$1.41K +10 New
CTC
665
Central Trust Company
Missouri
$1.29K – – –
CPG
666
Cornerstone Planning Group
New Jersey
$1.29K +$1.29K +10 New
CSWM
667
Cassady Schiller Wealth Management
Ohio
$1.29K +$1.29K +10 New
TSWM
668
Tyler-Stone Wealth Management
Ohio
$1.03K – – –
WCM
669
Winthrop Capital Management
Indiana
$1.03K +$1.03K +8 New
AW
670
Avion Wealth
Texas
$1K -$20K -100 -95%
RBC
671
Roble Belko & Company
Pennsylvania
$1K – – –
Lazard Asset Management
672
Lazard Asset Management
New York
$1K +$286 +4 +40%
VNA
673
Valley National Advisers
Pennsylvania
$1K +$1K +11 New
VWA
674
Valued Wealth Advisors
Utah
$981 +$981 +9 New
SWM
675
Sugarloaf Wealth Management
Georgia
$905 – – –
25 26
27
28 29