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Gentherm

185 hedge funds and large institutions have $1.15B invested in Gentherm in 2017 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 65 increasing their positions, 63 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 20

4% more funds holding

Funds holding: 178185 (+7)

3% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 63

0.16% less ownership

Funds ownership: 99.03%98.87% (-0.16%)

15% less capital invested

Capital invested by funds: $1.35B → $1.15B (-$202M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
185
Holders Change
+7
Holders Change %
+3.93%
% of All Funds
4.2%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
28
Increased
65
Reduced
63
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$147M -$693K -20,047 -0.4%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$135M -$21.1M -611,060 -13%
Vanguard Group
3
Vanguard Group
Pennsylvania
$108M +$2.8M +81,042 +2%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$70.5M -$5.88M -170,020 -7%
VBA
5
Van Berkom & Associates
Quebec, Canada
$63.2M -$428K -12,385 -0.6%
DGI
6
Disciplined Growth Investors
Minnesota
$59.5M +$1.12M +32,428 +2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$48M +$560K +16,180 +1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$34.7M -$1.44M -41,550 -4%
State Street
9
State Street
Massachusetts
$29.5M +$2.82M +81,430 +10%
TI
10
Trigran Investments
Illinois
$25.5M +$2.11M +61,043 +8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$24.5M +$822K +23,771 +3%
MPI
12
Mairs & Power Inc
Minnesota
$23M +$818K +23,655 +3%
PM
13
Pembroke Management
Quebec, Canada
$18.8M -$515K -14,900 -2%
Wells Fargo
14
Wells Fargo
California
$17.1M +$10.4M +299,351 +125%
RFS
15
Rockefeller Financial Services
New York
$16.8M +$2.05M +59,366 +13%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$15.7M +$7.79M +225,100 +83%
Northern Trust
17
Northern Trust
Illinois
$15.7M -$299K -8,657 -2%
Millennium Management
18
Millennium Management
New York
$13.2M +$1.1M +31,932 +8%
KCM
19
Kennedy Capital Management
Missouri
$12.3M -$341K -9,850 -2%
Ameriprise
20
Ameriprise
Minnesota
$12.3M -$169K -4,876 -1%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$11.2M -$1.71M -49,542 -12%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$10.6M +$473K +13,659 +4%
BTW
23
Boston Trust Walden
Massachusetts
$10.5M -$34.4K -993 -0.3%
Principal Financial Group
24
Principal Financial Group
Iowa
$8.71M -$115K -3,312 -1%
William Blair Investment Management
25
William Blair Investment Management
Illinois
$8.64M -$3.94M -113,888 -30%

THRM Hedge Fund Activity: Q4 2017 in Review

185 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Gentherm (THRM) for Q4 2017, worth a combined $1.15B — down 15% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new THRM positions and 20 closed out — a net gain of 8 holders — while 65 added to existing stakes and 63 trimmed.

The largest buyer was Wells Fargo, adding an estimated $10.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $21.1M.

  • 185 institutional investors held Gentherm (THRM) as of Q4 2017, up from 178 in Q3 2017.
  • Funds reported $1.15B of Gentherm stock for Q4 2017, down 15% quarter-over-quarter.
  • 28 funds opened new Gentherm positions in Q4 2017 and 20 closed out, a net change of +8 holders.
  • The largest Gentherm buyer in Q4 2017 was Wells Fargo, an estimated $10.4M added.
  • The largest Gentherm seller in Q4 2017 was T. Rowe Price Associates, an estimated $21.1M sold.

Based on aggregated 13F filings for Q4 2017.