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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
IA
526
IFP Advisors
Florida
$260K +$10.2K +88 +5%
C
527
Covestor
United Kingdom
$258K -$21.6K -186 -8%
KA
528
Kercheville Advisors
Texas
$257K
WIM
529
Westside Investment Management
California
$257K
CCA
530
Checchi Capital Advisers
California
$253K +$228K +1,968 New
WFI
531
West Family Investments
California
$252K
TPCW
532
TD Private Client Wealth
New York
$251K +$170K +1,462 +298%
OWA
533
Outlook Wealth Advisors
Texas
$242K +$218K +1,879 New
SC
534
Savant Capital
Illinois
$241K +$217K +1,875 New
CIA
535
Concurrent Investment Advisors
Florida
$240K +$217K +1,868 New
BHPW
536
Beverly Hills Private Wealth
California
$239K +$216K +1,859 New
MFG
537
MidWestOne Financial Group
Iowa
$238K +$215K +1,850 New
TWC
538
TD Waterhouse Canada
Ontario, Canada
$238K +$15.2K +131 +7%
MSFS
539
Main Street Financial Solutions
Pennsylvania
$237K +$214K +1,847 New
FWA
540
FSM Wealth Advisors
Ohio
$237K -$28.8K -248 -12%
IWS
541
Integrity Wealth Solutions
Colorado
$235K +$212K +1,831 New
RG
542
Rathbones Group
United Kingdom
$235K +$212K +1,830 New
FFM
543
Forum Financial Management
Illinois
$235K +$212K +1,825 New
CA
544
Cullinan Associates
Kentucky
$234K -$81.2K -700 -28%
AIP
545
Ameritas Investment Partners
Nebraska
$232K -$17.4K -150 -8%
ACIM
546
Azimuth Capital Investment Management
Michigan
$231K -$6.25M -53,928 -97%
PWA
547
PCG Wealth Advisors
Kansas
$230K +$208K +1,792 New
TAM
548
Trust Asset Management
Texas
$230K +$207K +1,789 New
TPWA
549
TRUE Private Wealth Advisors
Oregon
$229K +$207K +1,783 New
FAFN
550
First Affirmative Financial Network
Colorado
$228K +$206K +1,777 New

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.