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Generac Holdings

687 hedge funds and large institutions have $18.7B invested in Generac Holdings in 2021 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 208 increasing their positions, 257 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 53

41% more capital invested

Capital invested by funds: $13.3B → $18.7B (+$5.45B)

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

17% more funds holding

Funds holding: 585687 (+102)

1.84% less ownership

Funds ownership: 93%91.16% (-1.8%)

17% less call options, than puts

Call options by funds: $299M | Put options by funds: $358M

19% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 257

Holders
687
Holders Change
+102
Holders Change %
+17.44%
% of All Funds
12.06%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.21%
New
159
Increased
208
Reduced
257
Closed
53
Calls
$299M
Puts
$358M
Net Calls
-$59.2M
Net Calls Change
-$62.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.27B +$253M +858,375 +14%
BlackRock
2
BlackRock
New York
$1.51B -$514M -1,743,862 -27%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.08B -$83.2M -282,160 -8%
State Street
4
State Street
Massachusetts
$822M +$160M +543,947 +28%
JP Morgan Chase
5
JP Morgan Chase
New York
$651M -$23.9M -81,241 -4%
Invesco
6
Invesco
Georgia
$503M +$65.4M +221,791 +17%
Wells Fargo
7
Wells Fargo
California
$485M +$55M +186,535 +14%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$482M +$336M +1,141,471 +345%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$370M +$98.5M +334,177 +42%
UBS AM
10
UBS AM
Illinois
$355M +$2.02M +6,859 +0.6%
Artisan Partners
11
Artisan Partners
Wisconsin
$321M -$12.1M -40,947 -4%
Bank of America
12
Bank of America
North Carolina
$295M +$56.8M +192,736 +27%
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$286M -$10.1M -34,194 -4%
PAMU
14
Pictet Asset Management (UK)
United Kingdom
$284M +$20.1M +68,049 +9%
William Blair Investment Management
15
William Blair Investment Management
Illinois
$270M -$3.99M -13,529 -2%
Impax Asset Management Group
16
Impax Asset Management Group
United Kingdom
$234M -$29.3M -99,413 -12%
CIP
17
Champlain Investment Partners
Vermont
$223M -$32.5M -110,438 -14%
Capital International Investors
18
Capital International Investors
California
$222M -$20M -67,722 -9%
Federated Hermes
19
Federated Hermes
Pennsylvania
$217M +$14.2M +48,284 +8%
ACH
20
ArrowMark Colorado Holdings
Colorado
$212M -$19.5M -66,108 -9%
Ninety One (UK)
21
Ninety One (UK)
United Kingdom
$211M -$103M -350,705 -35%
Northern Trust
22
Northern Trust
Illinois
$206M +$15.6M +52,961 +9%
Aberdeen Group
23
Aberdeen Group
United Kingdom
$197M -$2.21M -7,490 -1%
CAM
24
Congress Asset Management
Massachusetts
$197M -$37.8M -128,118 -18%
Norges Bank
25
Norges Bank
Norway
$193M -$2.39M -8,121 -1%

GNRC Hedge Fund Activity: Q1 2021 in Review

687 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Generac Holdings (GNRC) for Q1 2021, worth a combined $18.7B — up 41% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new GNRC positions and 53 closed out — a net gain of 106 holders — while 208 added to existing stakes and 257 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $336M. The largest seller was BlackRock, cutting an estimated $514M.

  • 687 institutional investors held Generac Holdings (GNRC) as of Q1 2021, up from 585 in Q4 2020.
  • Funds reported $18.7B of Generac Holdings stock for Q1 2021, up 41% quarter-over-quarter.
  • 159 funds opened new Generac Holdings positions in Q1 2021 and 53 closed out, a net change of +106 holders.
  • The largest Generac Holdings buyer in Q1 2021 was T. Rowe Price Associates, an estimated $336M added.
  • The largest Generac Holdings seller in Q1 2021 was BlackRock, an estimated $514M sold.

Based on aggregated 13F filings for Q1 2021.