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GRMN

Garmin

330 hedge funds and large institutions have $5.05B invested in Garmin in 2014 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 113 increasing their positions, 129 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 30

54% more call options, than puts

Call options by funds: $78.3M | Put options by funds: $50.7M

16% more capital invested

Capital invested by funds: $4.34B → $5.05B (+$707M)

4% more funds holding

Funds holding: 316330 (+14)

12% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 129

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
330
Holders Change
+14
Holders Change %
+4.43%
% of All Funds
9.53%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
47
Increased
113
Reduced
129
Closed
30
Calls
$78.3M
Puts
$50.7M
Net Calls
+$27.6M
Net Calls Change
+$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$452M +$15.9M +322,193 +4%
Capital Research Global Investors
2
Capital Research Global Investors
California
$414M -$1.54M -31,168 -0.4%
IIS
3
Ignis Investment Services
United Kingdom
$329M -$7.89M -159,502 -21%
State Street
4
State Street
Massachusetts
$270M -$24.3M -491,686 -9%
BFA
5
BlackRock Fund Advisors
California
$244M +$695K +14,046 +0.3%
ECU
6
Egerton Capital (UK)
United Kingdom
$244M +$22.6M +457,401 +12%
Invesco
7
Invesco
Georgia
$181M +$25.9M +524,304 +19%
BIT
8
BlackRock Institutional Trust
California
$176M +$959K +19,375 +0.6%
Artisan Partners
9
Artisan Partners
Wisconsin
$141M -$54.1M -1,092,602 -30%
WRF
10
Waddell & Reed Financial
Kansas
$130M +$25.4M +512,800 +28%
JHIU
11
Janus Henderson Investors US
Colorado
$124M +$31.1M +629,310 +39%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$101M +$68.3M +1,380,782 +307%
Select Equity Group
13
Select Equity Group
New York
$94.9M -$60.6M -1,224,863 -42%
WHG
14
Westwood Holdings Group
Texas
$94.2M -$55.1M -1,114,503 -40%
Goldman Sachs
15
Goldman Sachs
New York
$91M -$2.63M -53,254 -3%
Northern Trust
16
Northern Trust
Illinois
$89.8M -$4.31M -87,188 -5%
DGI
17
Disciplined Growth Investors
Minnesota
$73.4M +$818K +16,525 +1%
Norges Bank
18
Norges Bank
Norway
$72M
Deutsche Bank
19
Deutsche Bank
Germany
$69.6M +$17.3M +349,187 +38%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$68M -$1.47M -29,656 -2%
Brown Advisory
21
Brown Advisory
Maryland
$62M +$2.39M +48,365 +5%
WCM
22
Winton Capital Management
United Kingdom
$53.3M +$20.6M +415,384 +76%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$52.7M +$677K +13,689 +1%
BG
24
BlackRock Group
United Kingdom
$48.7M -$1.68M -33,961 -4%
SP
25
Sarasin & Partners
United Kingdom
$45.9M +$9.56M +193,157 +30%

GRMN Hedge Fund Activity: Q1 2014 in Review

330 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Garmin (GRMN) for Q1 2014, worth a combined $5.05B — up 16% from $4.34B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new GRMN positions and 30 closed out — a net gain of 17 holders — while 113 added to existing stakes and 129 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $68.3M. The largest seller was Select Equity Group, cutting an estimated $60.6M.

  • 330 institutional investors held Garmin (GRMN) as of Q1 2014, up from 316 in Q4 2013.
  • Funds reported $5.05B of Garmin stock for Q1 2014, up 16% quarter-over-quarter.
  • 47 funds opened new Garmin positions in Q1 2014 and 30 closed out, a net change of +17 holders.
  • The largest Garmin buyer in Q1 2014 was Fidelity Investments, an estimated $68.3M added.
  • The largest Garmin seller in Q1 2014 was Select Equity Group, an estimated $60.6M sold.

Based on aggregated 13F filings for Q1 2014.