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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.29B -$7.6M -65,515 -0.4%
BlackRock
2
BlackRock
New York
$1.97B -$23M -198,447 -1%
Artisan Partners
3
Artisan Partners
Wisconsin
$940M +$7.34M +63,278 +0.9%
State Street
4
State Street
Massachusetts
$846M +$44.6M +384,702 +6%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$517M +$7.61M +65,591 +2%
Morgan Stanley
6
Morgan Stanley
New York
$512M +$264M +2,278,327 +133%
JP Morgan Chase
7
JP Morgan Chase
New York
$300M -$2.69M -23,181 -1%
First Trust Advisors
8
First Trust Advisors
Illinois
$289M -$31.2M -269,075 -11%
Select Equity Group
9
Select Equity Group
New York
$284M +$3.18M +27,385 +1%
Invesco
10
Invesco
Georgia
$245M +$57.3M +494,153 +35%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$230M -$19.5M -167,979 -9%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$221M +$5.25M +45,242 +3%
Northern Trust
13
Northern Trust
Illinois
$200M -$8.49M -73,188 -4%
Boston Partners
14
Boston Partners
Massachusetts
$175M -$1.64M -14,131 -1%
DGI
15
Disciplined Growth Investors
Minnesota
$174M -$657K -5,667 -0.4%
Wells Fargo
16
Wells Fargo
California
$166M +$6.26M +54,001 +4%
Legal & General Group
17
Legal & General Group
United Kingdom
$159M -$2.18M -18,833 -2%
Pictet Asset Management
18
Pictet Asset Management
Switzerland
$138M -$5.11M -44,033 -4%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$120M +$795K +6,858 +0.7%
Goldman Sachs
20
Goldman Sachs
New York
$111M +$22.1M +190,739 +28%
Charles Schwab
21
Charles Schwab
California
$109M +$4.18M +36,080 +4%
UBS AM
22
UBS AM
Illinois
$95.7M +$8.66M +74,652 +11%
UBS Group
23
UBS Group
Switzerland
$91.6M +$28.9M +249,469 +54%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$89.8M -$4.17M -35,933 -5%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$88M +$43.9M +378,642 +124%

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.