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319 hedge funds and large institutions have $3.3B invested in Gentex in 2014 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 130 increasing their positions, 108 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 108

3% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 37

1% less funds holding

Funds holding: 323319 (-4)

6% less capital invested

Capital invested by funds: $3.5B → $3.3B (-$204M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

56% less call options, than puts

Call options by funds: $925K | Put options by funds: $2.08M

Holders
319
Holders Change
-4
Holders Change %
-1.24%
% of All Funds
9.26%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
36
Increased
130
Reduced
108
Closed
37
Calls
$925K
Puts
$2.08M
Net Calls
-$1.16M
Net Calls Change
-$776K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$228M -$1.54M -105,712 -0.6%
Capital World Investors
2
Capital World Investors
California
$152M +$15.1M +1,040,000 +10%
ACM
3
Atlanta Capital Management
Georgia
$130M -$905K -62,236 -0.6%
BAM
4
Burgundy Asset Management
Ontario, Canada
$129M +$9.91M +681,518 +8%
RP
5
Riverbridge Partners
Minnesota
$113M -$8.57M -589,052 -7%
BFA
6
BlackRock Fund Advisors
California
$111M +$4.52M +311,094 +4%
BIT
7
BlackRock Institutional Trust
California
$110M -$2.54M -174,658 -2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$105M -$4.24M -291,778 -4%
State Street
9
State Street
Massachusetts
$104M -$1.94M -133,364 -2%
WRF
10
Waddell & Reed Financial
Kansas
$102M -$3.43M -235,814 -3%
RA
11
Royce & Associates
New York
$99.8M +$19M +1,304,646 +21%
Creative Planning
12
Creative Planning
Kansas
$73.2M +$5.32M +366,000 +7%
Franklin Resources
13
Franklin Resources
California
$71.7M
KCM
14
Kornitzer Capital Management
Kansas
$62.7M -$1.19M -81,830 -2%
DGI
15
Disciplined Growth Investors
Minnesota
$61.2M +$205K +14,100 +0.3%
SI
16
Scharf Investments
California
$60.6M +$65.8M +4,524,498 New
Adage Capital Partners
17
Adage Capital Partners
Massachusetts
$52.3M +$13.9M +959,000 +33%
Invesco
18
Invesco
Georgia
$51.9M +$55.2M +3,794,396 +4,379%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$45.4M -$19.3M -1,325,490 -28%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$45M +$91.1K +6,266 +0.2%
Northern Trust
21
Northern Trust
Illinois
$40.4M +$6.52M +448,058 +17%
GC
22
Guggenheim Capital
Illinois
$35.8M +$65.2K +4,482 +0.2%
TCIM
23
TIAA CREF Investment Management
New York
$35.3M +$2.22M +152,830 +6%
Norges Bank
24
Norges Bank
Norway
$32.7M -$23.4M -1,609,530 -40%
BHIA
25
Birch Hill Investment Advisors
Massachusetts
$32.5M +$312K +21,476 +0.9%

GNTX Hedge Fund Activity: Q3 2014 in Review

319 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Gentex (GNTX) for Q3 2014, worth a combined $3.3B — down 5.8% from $3.5B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of GNTX and 36 opened new positions — a net loss of 1 holder — while 108 trimmed existing stakes and 130 added.

The largest buyer was Scharf Investments, opening a new position worth an estimated $65.8M. The largest seller was Norges Bank, cutting an estimated $23.4M.

  • 319 institutional investors held Gentex (GNTX) as of Q3 2014, down from 323 in Q2 2014.
  • Funds reported $3.3B of Gentex stock for Q3 2014, down 5.8% quarter-over-quarter.
  • 36 funds opened new Gentex positions in Q3 2014 and 37 closed out, a net change of -1 holder.
  • The largest Gentex buyer in Q3 2014 was Scharf Investments, an estimated $65.8M added.
  • The largest Gentex seller in Q3 2014 was Norges Bank, an estimated $23.4M sold.

Based on aggregated 13F filings for Q3 2014.