497 hedge funds and large institutions have $6.4B invested in Gentex in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 187 increasing their positions, 178 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
+10
Holders Change %
+2.05%
% of All Funds
7.92%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.16%
New
62
Increased
187
Reduced
178
Closed
47
Calls
$4.17M
Puts
$5.33M
Net Calls
-$1.16M
Net Calls Change
+$1.28M
Name Holding Trade Value Shares
Change
Shares
Change %
AAM
351
Advisors Asset Management
Colorado
$395K -$28.7K -883 -7%
GGI
352
Godsey & Gibb Inc
Virginia
$394K
LFP
353
Lakeshore Financial Planning
Michigan
$390K +$390K +12,000 New
SSWM
354
Sheets Smith Wealth Management
North Carolina
$385K +$385K +11,820 New
QCM
355
Quantinno Capital Management
New York
$384K +$46K +1,414 +14%
Mercer Global Advisors
356
Mercer Global Advisors
Colorado
$380K +$21.8K +670 +6%
Holocene Advisors
357
Holocene Advisors
New York
$365K -$2.79M -85,860 -88%
RP
358
Riverbridge Partners
Minnesota
$364K
BTI
359
Blue Trust Inc
Georgia
$362K -$351 -12 -0.1%
CCG
360
Capital CS Group
California
$355K +$355K +10,900 New
SCM
361
Shelton Capital Management
Colorado
$351K -$25.3K -776 -7%
Carson Wealth (CWM LLC)
362
Carson Wealth (CWM LLC)
Nebraska
$348K +$45.8K +1,409 +15%
BC
363
Bridgefront Capital
Texas
$348K +$348K +10,692 New
KPWS
364
Kestra Private Wealth Services
Texas
$347K +$4.3K +132 +1%
AC
365
AXQ Capital
New Jersey
$345K +$345K +10,600 New
O
366
Ossiam
France
$336K +$215K +6,613 +178%
EI
367
Ellevest Inc
New York
$336K +$336K +10,317 New
PWA
368
Phoenix Wealth Advisors
North Carolina
$329K +$4K +123 +1%
RJT
369
Raymond James Trust
Florida
$322K -$2.47K -76 -0.8%
BCM
370
Brookstone Capital Management
Illinois
$322K +$50K +1,649 +18%
CA
371
Clearstead Advisors
Ohio
$316K +$158K +4,850 +100%
HPCM
372
Hunter Perkins Capital Management
Illinois
$312K +$55.3K +1,700 +22%
Cambridge Investment Research Advisors
373
Cambridge Investment Research Advisors
Iowa
$309K -$2.24M -68,731 -88%
SB
374
Simmons Bank
Arkansas
$293K
SIMG
375
Sonora Investment Management Group
Arizona
$293K