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Gen Digital

544 hedge funds and large institutions have $11.3B invested in Gen Digital in 2022 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 189 increasing their positions, 209 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

4% more capital invested

Capital invested by funds: $10.8B → $11.3B (+$457M)

0.14% more ownership

Funds ownership: 81.06%81.2% (+0.14%)

10% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 209

10% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 72

4% less funds holding

Funds holding: 564544 (-20)

36% less call options, than puts

Call options by funds: $21.4M | Put options by funds: $33.5M

Holders
544
Holders Change
-20
Holders Change %
-3.55%
% of All Funds
8.74%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
65
Increased
189
Reduced
209
Closed
72
Calls
$21.4M
Puts
$33.5M
Net Calls
-$12M
Net Calls Change
+$5.13M
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
226
Cunning Capital Partners
North Carolina
$1.43M +$1.48M +66,900 New
NAM
227
Nissay Asset Management
Japan
$1.41M +$19.3K +876 +1%
Bank of Nova Scotia
228
Bank of Nova Scotia
Ontario, Canada
$1.41M -$9.51M -430,827 -87%
HIMCH
229
Hartford Investment Management Co (HIMCO)
Connecticut
$1.39M -$1.01M -45,701 -41%
Osaic Holdings
230
Osaic Holdings
Arizona
$1.37M +$15.2K +687 +1%
GI
231
GAMCO Investors
Connecticut
$1.36M -$65.8K -2,978 -4%
SCM
232
Shaolin Capital Management
Florida
$1.35M +$2.98M +135,000 New
ECM
233
ExodusPoint Capital Management
New York
$1.34M -$2.95M -133,607 -68%
SMDAM
234
Sumitomo Mitsui DS Asset Management
Japan
$1.33M +$278K +12,566 +25%
AA
235
ALPS Advisors
Colorado
$1.33M -$137K -6,188 -9%
PI
236
PEAK6 Investments
Illinois
$1.29M -$3.32M -150,392 -71%
FDCDDQ
237
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.29M +$154K +6,955 +13%
CM
238
Capula Management
Cayman Islands
$1.27M +$1.3M +59,050 New
CIBC Private Wealth Group
239
CIBC Private Wealth Group
Georgia
$1.23M +$145K +6,552 +13%
Creative Planning
240
Creative Planning
Kansas
$1.22M +$200K +9,069 +19%
Daiwa Securities Group
241
Daiwa Securities Group
Japan
$1.21M +$397K +17,996 +47%
Natixis Advisors
242
Natixis Advisors
Massachusetts
$1.2M +$29K +1,311 +2%
Rockefeller Capital Management
243
Rockefeller Capital Management
New York
$1.17M +$211K +9,564 +21%
AAM
244
Advisors Asset Management
Colorado
$1.17M +$132K +5,968 +12%
BCM
245
Bayesian Capital Management
New York
$1.15M +$698K +31,600 +142%
Truist Financial
246
Truist Financial
North Carolina
$1.15M -$160K -7,253 -12%
TRSOTSOK
247
Teachers Retirement System of the State of Kentucky
Kentucky
$1.15M
BPC
248
Banque Pictet & Cie
Switzerland
$1.13M +$357K +16,185 +44%
MIFH
249
Migdal Insurance & Financial Holdings
Israel
$1.13M +$28.8K +1,302 +3%
BCIM
250
British Columbia Investment Management
British Columbia, Canada
$1.13M -$145K -6,549 -11%

GEN Hedge Fund Activity: Q4 2022 in Review

544 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q4 2022, worth a combined $11.3B — up 4.2% from $10.8B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of GEN and 65 opened new positions — a net loss of 7 holders — while 209 trimmed existing stakes and 189 added.

The largest buyer was BlackRock, adding an estimated $141M. The largest seller was Boston Partners, cutting an estimated $111M.

  • 544 institutional investors held Gen Digital (GEN) as of Q4 2022, down from 564 in Q3 2022.
  • Funds reported $11.3B of Gen Digital stock for Q4 2022, up 4.2% quarter-over-quarter.
  • 65 funds opened new Gen Digital positions in Q4 2022 and 72 closed out, a net change of -7 holders.
  • The largest Gen Digital buyer in Q4 2022 was BlackRock, an estimated $141M added.
  • The largest Gen Digital seller in Q4 2022 was Boston Partners, an estimated $111M sold.

Based on aggregated 13F filings for Q4 2022.