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GRMN

Garmin

602 hedge funds and large institutions have $11.7B invested in Garmin in 2020 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 233 increasing their positions, 185 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 51

28% more capital invested

Capital invested by funds: $9.13B → $11.7B (+$2.59B)

26% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 185

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more funds holding

Funds holding: 553602 (+49)

1.02% more ownership

Funds ownership: 50.36%51.39% (+1%)

7% less call options, than puts

Call options by funds: $79.4M | Put options by funds: $85.3M

Holders
602
Holders Change
+49
Holders Change %
+8.86%
% of All Funds
10.65%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
105
Increased
233
Reduced
185
Closed
51
Calls
$79.4M
Puts
$85.3M
Net Calls
-$5.91M
Net Calls Change
-$40M
Name Holding Trade Value Shares
Change
Change in
Stake
DA
476
Duality Advisers
Florida
$200K -$1.27M -11,511 -87%
SBL
477
Sargent Bickham Lagudis
Colorado
$195K +$25.8K +233 +17%
FC
478
FORA Capital
Florida
$193K +$41.1K +371 +30%
AP
479
Atwood & Palmer
Missouri
$179K
GWM
480
Geneos Wealth Management
Colorado
$164K +$19K +172 +16%
VCG
481
Vantage Consulting Group
Virginia
$161K +$149K +1,344 New
PWM
482
Perigon Wealth Management
California
$158K +$146K +1,320 New
Loomis, Sayles & Company
483
Loomis, Sayles & Company
Massachusetts
$142K +$59K +533 +82%
NR
484
Newfound Research
Massachusetts
$132K +$83.8K +757 +218%
CCA
485
Childress Capital Advisors
Texas
$123K +$114K +1,030 New
CFA
486
Carroll Financial Associates
North Carolina
$121K -$21.6K -195 -16%
CI Investments Inc
487
CI Investments Inc
Ontario, Canada
$118K -$34.4K -311 -24%
ECM
488
Estabrook Capital Management
New York
$114K +$5.21K +47 +5%
SN
489
Sittner & Nelson
Oregon
$112K +$104K +940 New
TFM
490
TFC Financial Management
Massachusetts
$101K +$2.44K +22 +3%
BCA
491
Bray Capital Advisors
Florida
$96K
Fifth Third Bancorp
492
Fifth Third Bancorp
Ohio
$95K +$16.2K +146 +22%
CA
493
Clearstead Advisors
Ohio
$93K +$86.3K +779 New
PS
494
Planned Solutions
California
$90K +$83.1K +750 New
1IA
495
1834 Investment Advisors
Wisconsin
$84K
SSB
496
Sandy Spring Bank
Maryland
$82K -$22.1K -200 -22%
OAM
497
Ophir Asset Management
Australia
$81K +$75.1K +678 New
APA
498
American Portfolios Advisors
New York
$78.9K -$672K -6,066 -90%
LWM
499
Liberty Wealth Management
California
$78K +$775 +7 +1%
IA
500
Inspire Advisors
Idaho
$78K +$72.5K +655 New

GRMN Hedge Fund Activity: Q4 2020 in Review

602 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Garmin (GRMN) for Q4 2020, worth a combined $11.7B — up 28% from $9.13B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new GRMN positions and 51 closed out — a net gain of 54 holders — while 233 added to existing stakes and 185 trimmed.

The largest buyer was Bank of America, adding an estimated $217M. The largest seller was Eagle Asset Management, cutting an estimated $58.4M.

  • 602 institutional investors held Garmin (GRMN) as of Q4 2020, up from 553 in Q3 2020.
  • Funds reported $11.7B of Garmin stock for Q4 2020, up 28% quarter-over-quarter.
  • 105 funds opened new Garmin positions in Q4 2020 and 51 closed out, a net change of +54 holders.
  • The largest Garmin buyer in Q4 2020 was Bank of America, an estimated $217M added.
  • The largest Garmin seller in Q4 2020 was Eagle Asset Management, an estimated $58.4M sold.

Based on aggregated 13F filings for Q4 2020.