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GRDN

Guardian Pharmacy Services

68 hedge funds and large institutions have $194M invested in Guardian Pharmacy Services in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

37% more capital invested

Capital invested by funds: $142M → $194M (+$52.4M)

33% more funds holding

Funds holding: 5168 (+17)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

1.08% less ownership

Funds ownership: 105.31%104.22% (-1.1%)

Holders
68
Holders Change
+17
Holders Change %
+33.33%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
15
Reduced
15
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$1.48M +$1.51M +72,994 New
JG
27
Jain Global
New York
$1.3M +$1.33M +64,179 New
SEI Investments
28
SEI Investments
Pennsylvania
$1.11M -$1.59M -77,098 -58%
GCM
29
Ghisallo Capital Management
Massachusetts
$1.01M -$1.03M -50,000 -50%
Bank of America
30
Bank of America
North Carolina
$996K -$46.9K -2,269 -4%
Charles Schwab
31
Charles Schwab
California
$544K +$554K +26,852 New
Calamos Advisors
32
Calamos Advisors
Illinois
$501K +$283K +13,720 +125%
OQS
33
Occudo Quantitative Strategies
Florida
$455K +$464K +22,464 New
Morgan Stanley
34
Morgan Stanley
New York
$454K +$455K +22,055 +5,866%
LPL Financial
35
LPL Financial
California
$358K +$16.7K +807 +5%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$276K +$281K +13,599 New
Barclays
37
Barclays
United Kingdom
$268K -$109K -5,291 -29%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$243K +$11.6K +564 +5%
SI
39
Stephens Inc
Arkansas
$212K -$16.5K -800 -7%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$149K +$152K +7,369 New
Citigroup
41
Citigroup
New York
$136K +$139K +6,737 New
Wells Fargo
42
Wells Fargo
California
$136K +$108K +5,235 +354%
Deutsche Bank
43
Deutsche Bank
Germany
$129K +$132K +6,376 New
UBS Group
44
UBS Group
Switzerland
$114K +$116K +5,617 New
MIM
45
MetLife Investment Management
New Jersey
$114K +$116K +5,612 New
Mirae Asset Global ETFs Holdings
46
Mirae Asset Global ETFs Holdings
Hong Kong
$97.9K +$99.8K +4,833 New
CF
47
Corebridge Financial
Texas
$86.7K +$88.4K +4,280 New
QT
48
Quantbot Technologies
New York
$80.9K +$82.5K +3,995 New
JP Morgan Chase
49
JP Morgan Chase
New York
$76.7K +$78.2K +3,785 New
CFS
50
Compass Financial Services
Iowa
$57.7K +$58.8K +2,848 New

GRDN Hedge Fund Activity: Q4 2024 in Review

68 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Guardian Pharmacy Services (GRDN) for Q4 2024, worth a combined $194M — up 37% from $142M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new GRDN positions and 18 closed out — a net gain of 17 holders — while 15 added to existing stakes and 15 trimmed.

The largest buyer was Brown Advisory, opening a new position worth an estimated $32.9M. The largest seller was Ophir Asset Management, exiting entirely with an estimated $9.4M sold.

  • 68 institutional investors held Guardian Pharmacy Services (GRDN) as of Q4 2024, up from 51 in Q3 2024.
  • Funds reported $194M of Guardian Pharmacy Services stock for Q4 2024, up 37% quarter-over-quarter.
  • 35 funds opened new Guardian Pharmacy Services positions in Q4 2024 and 18 closed out, a net change of +17 holders.
  • The largest Guardian Pharmacy Services buyer in Q4 2024 was Brown Advisory, an estimated $32.9M added.
  • The largest Guardian Pharmacy Services seller in Q4 2024 was Ophir Asset Management, an estimated $9.4M sold.

Based on aggregated 13F filings for Q4 2024.