Gen Digital
504 hedge funds and large institutions have $14.3B invested in Gen Digital in 2019 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 154 increasing their positions, 194 reducing their positions, and 67 closing their positions.
24% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 67
21% more funds holding in top 10
Funds holding in top 10: 14 → 17 (+3)
13% more capital invested
Capital invested by funds: $12.7B → $14.3B (+$1.62B)
3.12% more ownership
Funds ownership: 86.99% → 90.11% (+3.1%)
1% more funds holding
Funds holding: 498 → 504 (+6)
5% less call options, than puts
Call options by funds: $652M | Put options by funds: $683M
21% less repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 194
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nomura Holdings
Tokyo,
Japan
|
+$525M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$440M |
| 3 |
Goldman Sachs
New York
|
+$401M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$133M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$103M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$761M |
| 2 |
SV
Starboard Value
New York
|
-$407M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$177M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$152M |
| 5 |
Barclays
London,
United Kingdom
|
-$82.6M |
GEN Hedge Fund Activity: Q4 2019 in Review
504 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q4 2019, worth a combined $14.3B — up 13% from $12.7B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new GEN positions and 67 closed out — a net gain of 16 holders — while 154 added to existing stakes and 194 trimmed.
The largest buyer was Nomura Holdings, opening a new position worth an estimated $525M. The largest seller was T. Rowe Price Associates, cutting an estimated $761M.
- 504 institutional investors held Gen Digital (GEN) as of Q4 2019, up from 498 in Q3 2019.
- Funds reported $14.3B of Gen Digital stock for Q4 2019, up 13% quarter-over-quarter.
- 83 funds opened new Gen Digital positions in Q4 2019 and 67 closed out, a net change of +16 holders.
- The largest Gen Digital buyer in Q4 2019 was Nomura Holdings, an estimated $525M added.
- The largest Gen Digital seller in Q4 2019 was T. Rowe Price Associates, an estimated $761M sold.
Based on aggregated 13F filings for Q4 2019.