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Generac Holdings

353 hedge funds and large institutions have $6B invested in Generac Holdings in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 79 increasing their positions, 158 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 33

67% more call options, than puts

Call options by funds: $62.4M | Put options by funds: $37.3M

25% more capital invested

Capital invested by funds: $4.81B → $6B (+$1.2B)

12% more funds holding

Funds holding: 315353 (+38)

2.85% less ownership

Funds ownership: 98.02%95.17% (-2.9%)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

50% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 158

Holders
353
Holders Change
+38
Holders Change %
+12.06%
% of All Funds
6.96%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.14%
New
78
Increased
79
Reduced
158
Closed
33
Calls
$62.4M
Puts
$37.3M
Net Calls
+$25.1M
Net Calls Change
+$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
101
Artemis Investment Management
United Kingdom
$6.2M +$5.88M +63,185 New
Cerity Partners
102
Cerity Partners
New York
$6.09M -$6.33K -68 -0.1%
OAM
103
Origin Asset Management
United Kingdom
$5.93M -$843K -9,050 -13%
DLCIG
104
D.L. Carlson Investment Group
New Hampshire
$5.93M -$923K -9,915 -14%
WCP
105
Waterfront Capital Partners
New York
$5.64M +$5.22M +56,066 New
RCMC
106
RK Capital Management (Colorado)
Colorado
$5.55M -$3.75M -40,330 -42%
State Board of Administration of Florida Retirement System
107
State Board of Administration of Florida Retirement System
Florida
$5.46M -$389K -4,177 -7%
GIPM
108
G2 Investment Partners Management
New York
$5.32M -$884K -9,498 -15%
CCM
109
Cinctive Capital Management
New York
$5.19M +$4.8M +51,600 New
State of New Jersey Common Pension Fund D
110
State of New Jersey Common Pension Fund D
New Jersey
$5.02M -$731K -7,852 -14%
Envestnet Asset Management
111
Envestnet Asset Management
Illinois
$4.91M -$986K -10,588 -18%
SCM
112
Sandler Capital Management
New York
$4.84M +$4.48M +48,084 New
KCM
113
Kennedy Capital Management
Missouri
$4.79M -$113K -1,219 -2%
Natixis Advisors
114
Natixis Advisors
Massachusetts
$4.72M -$31.7K -341 -0.7%
Mackenzie Financial
115
Mackenzie Financial
Ontario, Canada
$4.67M -$2.58M -27,740 -37%
MSL
116
Mackay Shields LLC
New York
$4.51M +$4.17M +44,800 New
AACP
117
Advantage Alpha Capital Partners
California
$4.4M +$4.07M +43,751 New
GKIM
118
GW&K Investment Management
Massachusetts
$4.35M -$1.81M -19,417 -31%
US Bancorp
119
US Bancorp
Minnesota
$4.29M -$748K -8,031 -16%
NAM
120
Nissay Asset Management
Japan
$4.29M +$3.97M +42,620 New
CAM
121
Cresset Asset Management
Illinois
$4.2M -$1M -10,771 -19%
MAP
122
Moody Aldrich Partners
Massachusetts
$3.98M +$32.5K +349 +0.9%
DCM
123
Driehaus Capital Management
Illinois
$3.94M -$852K -9,154 -19%
AIG
124
American International Group
New York
$3.85M -$30K -322 -0.8%
Twin Tree Management
125
Twin Tree Management
Texas
$3.68M +$1.15M +12,378 +51%

GNRC Hedge Fund Activity: Q4 2019 in Review

353 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Generac Holdings (GNRC) for Q4 2019, worth a combined $6B — up 25% from $4.81B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new GNRC positions and 33 closed out — a net gain of 45 holders — while 79 added to existing stakes and 158 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $83.3M. The largest seller was BlackRock, cutting an estimated $74.6M.

  • 353 institutional investors held Generac Holdings (GNRC) as of Q4 2019, up from 315 in Q3 2019.
  • Funds reported $6B of Generac Holdings stock for Q4 2019, up 25% quarter-over-quarter.
  • 78 funds opened new Generac Holdings positions in Q4 2019 and 33 closed out, a net change of +45 holders.
  • The largest Generac Holdings buyer in Q4 2019 was William Blair Investment Management, an estimated $83.3M added.
  • The largest Generac Holdings seller in Q4 2019 was BlackRock, an estimated $74.6M sold.

Based on aggregated 13F filings for Q4 2019.