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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
CAAS
476
Capital Asset Advisory Services
Michigan
$349K -$1.04K -9 -0.3%
AT
477
Arden Trust
Delaware
$348K +$78.5K +677 +33%
NC
478
NinePointTwo Capital
California
$348K
CA
479
Cetera Advisors
Colorado
$345K -$39.7K -342 -11%
FI
480
FJ Investments
Utah
$344K +$310K +2,675 New
IF
481
Insight Folios
North Carolina
$344K +$464 +4 +0.1%
HWAM
482
Hennion & Walsh Asset Management
New Jersey
$343K -$6.49K -56 -2%
KWA
483
Kingswood Wealth Advisors
California
$341K +$308K +2,655 New
PAS
484
Park Avenue Securities
New York
$340K +$306K +2,643 New
FHA
485
Flagship Harbor Advisors
Massachusetts
$330K -$34.9K -301 -10%
WP
486
WMS Partners
Maryland
$325K -$41.4K -357 -12%
VCG
487
Vantage Consulting Group
Virginia
$322K -$265K -2,286 -48%
LA
488
LexAurum Advisors
Kansas
$322K -$16.8K -145 -5%
UBV
489
United Bank (Virginia)
Virginia
$321K
PI
490
Putnam Investments
Massachusetts
$321K +$290K +2,499 New
GWM
491
Geneos Wealth Management
Colorado
$318K -$67.3K -580 -19%
JWM
492
Janiczek Wealth Management
Colorado
$316K +$38.4K +331 +16%
S
493
SimplyRich
California
$312K +$232 +2 +0.1%
PBK
494
Peoples Bank (Kansas)
Kansas
$308K
UCFA
495
United Capital Financial Advisors
Texas
$303K +$273K +2,358 New
IWM
496
IHT Wealth Management
Illinois
$302K -$10.7K -92 -4%
AGP
497
Autumn Glory Partners
Texas
$300K
BMCM
498
Bryn Mawr Capital Management
Pennsylvania
$299K +$270K +2,327 New
IGAM
499
iA Global Asset Management
Quebec, Canada
$297K -$24K -207 -8%
FL
500
Fort LP
Maryland
$295K +$26.2K +226 +11%

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.