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Gentherm

232 hedge funds and large institutions have $1.95B invested in Gentherm in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 83 increasing their positions, 86 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,546% more call options, than puts

Call options by funds: $1.59M | Put options by funds: $24K

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

3% more funds holding

Funds holding: 225232 (+7)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.73% less ownership

Funds ownership: 97.68%96.95% (-0.73%)

3% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 86

5% less capital invested

Capital invested by funds: $2.05B → $1.95B (-$103M)

Holders
232
Holders Change
+7
Holders Change %
+3.11%
% of All Funds
3.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
83
Reduced
86
Closed
18
Calls
$1.59M
Puts
$24K
Net Calls
+$1.57M
Net Calls Change
-$910K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$14K -$1.41K -21 -8%
LC
202
Lindbrook Capital
California
$14K
S
203
SignatureFD
Georgia
$13.8K -$3.28K -49 -18%
FFA
204
Farther Finance Advisors
California
$11.1K -$4.09K -61 -25%
LF
205
Lee Financial
Texas
$9.97K
AF
206
Advisornet Financial
Minnesota
$9K +$268 +4 +3%
BF
207
BOK Financial
Oklahoma
$7.43K +$8.24K +123 New
PFBT
208
Parkside Financial Bank & Trust
Missouri
$6.95K
FHA
209
First Horizon Advisors
Tennessee
$4.77K
FRA
210
Front Row Advisors
California
$4K -$134 -2 -3%
TWA
211
TCI Wealth Advisors
Arizona
$3.75K
CSPIA
212
Cary Street Partners Investment Advisory
Virginia
$3.63K
BIA
213
Bell Investment Advisors
California
$2.18K -$603 -9 -20%
AF
214
Allworth Financial
California
$2.06K +$1.74K +26 +325%
Fisher Asset Management
215
Fisher Asset Management
Washington
$2.05K +$2.28K +34 New
SFG
216
Steward Financial Group
Texas
$2K +$804 +12 +55%
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$1.87K -$670 -10 -24%
GFPC
218
Global Financial Private Client
Florida
$1.6K
FMII
219
Farmers & Merchants Investments Inc
Nebraska
$1.51K
MIA
220
Milestone Investment Advisors
Wisconsin
$1.45K +$1.61K +24 New
HI
221
Harbour Investments
Wisconsin
$1.39K
JWA
222
JFS Wealth Advisors
Pennsylvania
$1.09K -$469 -7 -28%
PWMG
223
Prestige Wealth Management Group
New Jersey
$846 -$1.94K -29 -67%
SC
224
Schubert & Co
Texas
$726 -$134 -2 -14%
VCM
225
Versant Capital Management
Arizona
$588

THRM Hedge Fund Activity: Q1 2023 in Review

232 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Gentherm (THRM) for Q1 2023, worth a combined $1.95B — down 5% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new THRM positions and 18 closed out — a net gain of 10 holders — while 83 added to existing stakes and 86 trimmed.

The largest buyer was Rockefeller Capital Management, adding an estimated $25.6M. The largest seller was Fidelity Investments, cutting an estimated $26.9M.

  • 232 institutional investors held Gentherm (THRM) as of Q1 2023, up from 225 in Q4 2022.
  • Funds reported $1.95B of Gentherm stock for Q1 2023, down 5% quarter-over-quarter.
  • 28 funds opened new Gentherm positions in Q1 2023 and 18 closed out, a net change of +10 holders.
  • The largest Gentherm buyer in Q1 2023 was Rockefeller Capital Management, an estimated $25.6M added.
  • The largest Gentherm seller in Q1 2023 was Fidelity Investments, an estimated $26.9M sold.

Based on aggregated 13F filings for Q1 2023.