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GRMN

Garmin

735 hedge funds and large institutions have $13.4B invested in Garmin in 2023 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 229 increasing their positions, 275 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 49

24% more capital invested

Capital invested by funds: $10.8B → $13.4B (+$2.63B)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

12% more funds holding

Funds holding: 659735 (+76)

1.08% more ownership

Funds ownership: 53.58%54.66% (+1.1%)

6% less call options, than puts

Call options by funds: $106M | Put options by funds: $113M

17% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 275

Holders
735
Holders Change
+76
Holders Change %
+11.53%
% of All Funds
10.72%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
134
Increased
229
Reduced
275
Closed
49
Calls
$106M
Puts
$113M
Net Calls
-$6.64M
Net Calls Change
-$27.1M
Name Holding Trade Value Shares
Change
Change in
Stake
UB
451
UMB Bank
Missouri
$421K -$1.39K -12 -0.4%
MG
452
Mather Group
Illinois
$421K +$2.44K +21 +0.6%
WP
453
Woodline Partners
California
$414K -$1.17M -10,049 -76%
SFA
454
Sequoia Financial Advisors
Ohio
$413K +$373K +3,213 New
HWM
455
HB Wealth Management
Georgia
$413K -$65.3K -563 -15%
EI
456
Ethic Inc
New York
$411K +$371K +3,197 New
ASN
457
Advisory Services Network
Georgia
$410K -$331K -2,858 -47%
LNWWM
458
Laird Norton Wetherby Wealth Management
California
$410K -$9.51K -82 -3%
SI
459
Stephens Inc
Arkansas
$406K
Fayez Sarofim & Co
460
Fayez Sarofim & Co
Texas
$399K
Nomura Holdings
461
Nomura Holdings
Japan
$398K +$359K +3,094 New
BCG
462
BayBridge Capital Group
California
$394K +$369K +3,179 New
APP
463
Avantax Planning Partners
Iowa
$392K -$13.3K -115 -4%
SAW
464
Signal Advisors Wealth
Michigan
$389K +$351K +3,028 New
Northwestern Mutual Wealth Management
465
Northwestern Mutual Wealth Management
Wisconsin
$389K -$8.12K -70 -2%
MCM
466
Mill Capital Management
North Carolina
$386K
VI
467
Vestcor Inc
New Brunswick, Canada
$385K -$4.17K -36 -1%
FMII
468
Farmers & Merchants Investments Inc
Nebraska
$377K +$3.02K +26 +0.9%
CWM
469
Congress Wealth Management
Massachusetts
$377K +$78.3K +675 +30%
CCA
470
Conestoga Capital Advisors
Pennsylvania
$375K
KeyBank National Association
471
KeyBank National Association
Ohio
$367K +$18K +155 +6%
Bessemer Group
472
Bessemer Group
New Jersey
$354K -$11.2K -97 -3%
APWM
473
Argonautica Private Wealth Management
Massachusetts
$354K +$464 +4 +0.1%
QCG
474
Quadrant Capital Group
Ohio
$353K +$6.38K +55 +2%
AWM
475
Axxcess Wealth Management
California
$349K -$1.04K -9 -0.3%

GRMN Hedge Fund Activity: Q4 2023 in Review

735 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Garmin (GRMN) for Q4 2023, worth a combined $13.4B — up 24% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new GRMN positions and 49 closed out — a net gain of 85 holders — while 229 added to existing stakes and 275 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $264M. The largest seller was Point72 Asset Management, cutting an estimated $103M.

  • 735 institutional investors held Garmin (GRMN) as of Q4 2023, up from 659 in Q3 2023.
  • Funds reported $13.4B of Garmin stock for Q4 2023, up 24% quarter-over-quarter.
  • 134 funds opened new Garmin positions in Q4 2023 and 49 closed out, a net change of +85 holders.
  • The largest Garmin buyer in Q4 2023 was Morgan Stanley, an estimated $264M added.
  • The largest Garmin seller in Q4 2023 was Point72 Asset Management, an estimated $103M sold.

Based on aggregated 13F filings for Q4 2023.