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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
BlackRock
1
BlackRock
New York
$313M -$7.16M -106,894 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$221M +$2.41M +35,908 +1%
TI
3
Trigran Investments
Illinois
$87.9M -$11.9M -177,032 -11%
State Street
4
State Street
Massachusetts
$70.8M +$1.31M +19,603 +2%
DGI
5
Disciplined Growth Investors
Minnesota
$67.4M -$5.7M -85,137 -7%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$64M -$116K -1,726 -0.2%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$58.1M -$177K -2,641 -0.3%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$56.5M +$1.25M +18,656 +2%
Invesco
9
Invesco
Georgia
$56.1M +$2.45M +36,623 +4%
VBA
10
Van Berkom & Associates
Quebec, Canada
$53.1M +$12.4M +184,794 +27%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$39.1M +$2.08M +31,121 +5%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$37.6M +$346K +5,160 +0.8%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$35.7M +$1.06M +15,817 +3%
GKIM
14
GW&K Investment Management
Massachusetts
$34.2M +$435K +6,494 +1%
GAM
15
Guinness Asset Management
United Kingdom
$32.8M +$967K +14,431 +3%
Lord, Abbett & Co
16
Lord, Abbett & Co
New Jersey
$31.9M +$2.56M +38,142 +8%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$30.1M +$811K +12,102 +2%
DCM
18
Driehaus Capital Management
Illinois
$28.9M +$7.3M +109,002 +30%
PM
19
Pembroke Management
Quebec, Canada
$27.8M +$1.07M +16,014 +4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$26.3M -$2.19M -32,657 -7%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$26.2M -$3.77M -56,301 -11%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$24.4M +$25.6M +381,483 +1,763%
Capital International Investors
23
Capital International Investors
California
$24.2M
RS
24
Robeco Schweiz
Switzerland
$23.6M -$1.54M -23,060 -6%
Northern Trust
25
Northern Trust
Illinois
$23.5M +$435K +6,492 +2%

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.