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GEG Institutional Ownership & 13F Holders | SmartMoneyDB

GEGGREAT ELM GROUP INC

COM NEW · CUSIP 39037G109

Smart Money Ownership

Of the 6 tracked institutions holding GEG, 3 have a 3-year clone track record — 3 of them beat the S&P. Average holder's clone alpha: +7.0pt. It's a gauge of who owns the name, not just how many.

Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →

GEG (GREAT ELM GROUP INC) Institutional Ownership Summary

Among the 6 tracked institutional investors we monitor, GEG (GREAT ELM GROUP INC) is held with a combined value of $3.43M across 1,619,889 shares. The largest holder is VANGUARD GROUP INC with a position worth $1.51M. 2 funds increased their holdings. 3 funds reduced their position.

Total Institutional Value

$3.43M

Total Shares Held

1,619,889

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

BlackRock, Inc.+1% shares~$5.0K CITADEL ADVISORS LLC+1% shares~$572.218

Biggest Sellers

VANGUARD GROUP INC−12% shares~$202.2K MILLENNIUM MANAGEMENT LLC−44% shares~$46.6K

13F Institutional Holders

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VANGUARD GROUP INC

0.00% of book-11.8%

$1.51M

RENAISSANCE TECHNOLOGIES LLC

MILLENNIUM MANAGEMENT LLC

#	Fund	Value↓	Shares	Portfolio %	Change
1	VANGUARD GROUP INC	$1.51M	592,619	0.00%	-11.8%
2	RENAISSANCE TECHNOLOGIES LLC	$1.02M	546,976	0.00%	-2.5%
3	BlackRock, Inc.	$624.82K	334,126	0.00%	+0.8%
4	STATE STREET CORP	$155.06K	82,917	0.00%	-
5	MILLENNIUM MANAGEMENT LLC	$60.48K	32,345	0.00%	-43.5%
6	CITADEL ADVISORS LLC	$57.79K	30,906	0.00%	+1.0%

Frequently Asked Questions

Which institutional investors own the most GEG stock?

As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of GEG with a position worth $1.51M, representing 0.00% of their portfolio. In total, 6 institutional investors hold GEG with a combined value of $3.43M.

What percentage of GEG is owned by institutional investors?

Institutional investors hold $3.43M worth of GEG stock across 6 positions. The largest institutional holder is VANGUARD GROUP INC with $1.51M in holdings.

What is a 13F filing and why does it matter for GEG?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For GEG, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track GEG institutional moves

Get notified when hedge funds change their GEG positions.