Gen Digital
498 hedge funds and large institutions have $12.7B invested in Gen Digital in 2019 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 149 increasing their positions, 184 reducing their positions, and 55 closing their positions.
75% more funds holding in top 10
Funds holding in top 10: 8 → 14 (+6)
56% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 55
6% more funds holding
Funds holding: 469 → 498 (+29)
9% more call options, than puts
Call options by funds: $213M | Put options by funds: $195M
3% more capital invested
Capital invested by funds: $12.3B → $12.7B (+$377M)
4.68% less ownership
Funds ownership: 91.66% → 86.99% (-4.7%)
19% less repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 184
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$293M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$185M |
| 3 |
SV
Starboard Value
New York
|
+$124M |
| 4 |
DKCM
Davidson Kempner Capital Management
New York
|
+$85.9M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$73.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.01B |
| 2 |
Nomura Holdings
Tokyo,
Japan
|
-$164M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$157M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$128M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$125M |
GEN Hedge Fund Activity: Q3 2019 in Review
498 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q3 2019, worth a combined $12.7B — up 3.1% from $12.3B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new GEN positions and 55 closed out — a net gain of 31 holders — while 149 added to existing stakes and 184 trimmed.
The largest buyer was Capital World Investors, adding an estimated $293M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.01B.
- 498 institutional investors held Gen Digital (GEN) as of Q3 2019, up from 469 in Q2 2019.
- Funds reported $12.7B of Gen Digital stock for Q3 2019, up 3.1% quarter-over-quarter.
- 86 funds opened new Gen Digital positions in Q3 2019 and 55 closed out, a net change of +31 holders.
- The largest Gen Digital buyer in Q3 2019 was Capital World Investors, an estimated $293M added.
- The largest Gen Digital seller in Q3 2019 was T. Rowe Price Associates, an estimated $1.01B sold.
Based on aggregated 13F filings for Q3 2019.