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GRMN

Garmin

630 hedge funds and large institutions have $9.13B invested in Garmin in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 216 increasing their positions, 224 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 61

9% more capital invested

Capital invested by funds: $8.38B → $9.13B (+$753M)

4% more funds holding

Funds holding: 605630 (+25)

4% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 224

1.98% less ownership

Funds ownership: 54.45%52.47% (-2%)

19% less call options, than puts

Call options by funds: $52.2M | Put options by funds: $64.6M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
630
Holders Change
+25
Holders Change %
+4.13%
% of All Funds
10.13%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
98
Increased
216
Reduced
224
Closed
61
Calls
$52.2M
Puts
$64.6M
Net Calls
-$12.4M
Net Calls Change
-$4.95M
Name Holding Trade Value Shares
Change
Change in
Stake
DI
601
Disciplined Investments
Oklahoma
$1.66K +$619 +7 +64%
SIC
602
SJS Investment Consulting
Ohio
$1.57K +$619 +7 +70%
BBHC
603
Brown Brothers Harriman & Co
New York
$1.48K -$41.6K -471 -97%
GWSA
604
Global Wealth Strategies & Associates
Colorado
$1.11K +$1.06K +12 New
MYAM
605
Meiji Yasuda Asset Management
Japan
$1.07K +$105K +1,190 +11%
RA
606
Rise Advisors
New York
$1.05K -$37.5K -424 -97%
UIA
607
Ulland Investment Advisors
Minnesota
$1K
Lazard Asset Management
608
Lazard Asset Management
New York
$1K +$265 +3 +38%
GBT
609
Grove Bank & Trust
Florida
$1K +$884 +10 New
SFG
610
Steward Financial Group
Texas
$1K +$1.24K +14 New
CA
611
Clearstead Advisors
Ohio
$974 +$88 +1 +10%
HPC
612
HM Payson & Co
Maine
$923
APC
613
Aspire Private Capital
North Carolina
$868
BWM
614
BerganKDV Wealth Management
Minnesota
$831
MA
615
Montag & Associates
Georgia
$831 +$795 +9 New
CTA
616
Colonial Trust Advisors
South Carolina
$554 +$530 +6 New
FGAM
617
Financial Gravity Asset Management
Texas
$479 +$8.13K +92 New
MA
618
MCF Advisors
Kentucky
$461
CWP
619
Concord Wealth Partners
Virginia
$461 +$442 +5 New
SWM
620
Sanctuary Wealth Management
Idaho
$461 +$442 +5 New
NSIM
621
North Star Investment Management
Illinois
$369 +$353 +4 New
TWD
622
True Wealth Design
Ohio
$369 +$353 +4 New
CWA
623
Clearview Wealth Advisors
Oregon
$309
AWM
624
Abound Wealth Management
Tennessee
$279
MHR
625
Matthew Hamilton Rosenberg
$277 +$265 +3 New

GRMN Hedge Fund Activity: Q4 2022 in Review

630 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Garmin (GRMN) for Q4 2022, worth a combined $9.13B — up 9% from $8.38B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new GRMN positions and 61 closed out — a net gain of 37 holders — while 216 added to existing stakes and 224 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $62.3M. The largest seller was First Trust Advisors, cutting an estimated $134M.

  • 630 institutional investors held Garmin (GRMN) as of Q4 2022, up from 605 in Q3 2022.
  • Funds reported $9.13B of Garmin stock for Q4 2022, up 9% quarter-over-quarter.
  • 98 funds opened new Garmin positions in Q4 2022 and 61 closed out, a net change of +37 holders.
  • The largest Garmin buyer in Q4 2022 was Bank of New York Mellon, an estimated $62.3M added.
  • The largest Garmin seller in Q4 2022 was First Trust Advisors, an estimated $134M sold.

Based on aggregated 13F filings for Q4 2022.