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Gen Digital

653 hedge funds and large institutions have $14B invested in Gen Digital in 2024 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 251 increasing their positions, 206 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 37

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 206

21% more call options, than puts

Call options by funds: $22.6M | Put options by funds: $18.7M

12% more funds holding

Funds holding: 584653 (+69)

0.75% less ownership

Funds ownership: 83.83%83.08% (-0.75%)

1% less capital invested

Capital invested by funds: $14.2B → $14B (-$145M)

Holders
653
Holders Change
+69
Holders Change %
+11.82%
% of All Funds
8.6%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
114
Increased
251
Reduced
206
Closed
37
Calls
$22.6M
Puts
$18.7M
Net Calls
+$3.95M
Net Calls Change
+$201K
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
251
Two Sigma Investments
New York
$1.68M -$2.22M -77,330 -56%
CastleKeep Investment Advisors
252
CastleKeep Investment Advisors
Connecticut
$1.66M +$1.74M +60,668 New
Commonwealth Equity Services
253
Commonwealth Equity Services
Massachusetts
$1.66M -$55.2K -1,921 -3%
GC
254
Guggenheim Capital
Illinois
$1.65M -$1.66M -57,672 -49%
EMPI
255
Elo Mutual Pension Insurance
Finland
$1.64M -$3.25K -113 -0.2%
MIFH
256
Migdal Insurance & Financial Holdings
Israel
$1.63M -$16.7K -581 -1%
Creative Planning
257
Creative Planning
Kansas
$1.63M +$102K +3,555 +6%
FRM
258
Fox Run Management
Connecticut
$1.6M +$1.68M +58,343 New
CIBC World Market
259
CIBC World Market
Ontario, Canada
$1.55M -$36.7K -1,276 -2%
TW
260
TrinityPoint Wealth
Connecticut
$1.53M +$3.65K +127 +0.2%
JSSH
261
J. Safra Sarasin Holding
$1.49M -$197K -6,835 -11%
OAM
262
Oppenheimer Asset Management
New York
$1.45M +$51.5K +1,791 +4%
MC
263
Machina Capital
France
$1.44M +$707K +24,594 +88%
HSA
264
Hussman Strategic Advisors
Maryland
$1.44M +$302K +10,500 +25%
OTPPB
265
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.42M -$473K -16,468 -24%
AAM
266
Advisors Asset Management
Colorado
$1.41M +$478K +16,617 +48%
BE
267
Bonness Enterprises
District of Columbia
$1.41M
SSA
268
Schonfeld Strategic Advisors
New York
$1.41M -$847K -29,460 -36%
AF
269
Advisornet Financial
Minnesota
$1.41M -$60.1K -2,092 -4%
MSU
270
Mizuho Securities USA
New York
$1.41M +$468K +16,270 +46%
Truist Financial
271
Truist Financial
North Carolina
$1.4M +$137K +4,756 +10%
SGA
272
Strategic Global Advisors
California
$1.39M +$78.9K +2,745 +6%
YDMI
273
Y.D. More Investments
Israel
$1.39M -$35.2K -1,223 -2%
KCM
274
Kendall Capital Management
Maryland
$1.38M +$717K +24,950 +98%
CMF
275
Counterpoint Mutual Funds
California
$1.38M +$1.45M +50,284 New

GEN Hedge Fund Activity: Q4 2024 in Review

653 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q4 2024, worth a combined $14B — down 1% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new GEN positions and 37 closed out — a net gain of 77 holders — while 251 added to existing stakes and 206 trimmed.

The largest buyer was Nuveen, adding an estimated $52.2M. The largest seller was Fidelity Investments, cutting an estimated $168M.

  • 653 institutional investors held Gen Digital (GEN) as of Q4 2024, up from 584 in Q3 2024.
  • Funds reported $14B of Gen Digital stock for Q4 2024, down 1% quarter-over-quarter.
  • 114 funds opened new Gen Digital positions in Q4 2024 and 37 closed out, a net change of +77 holders.
  • The largest Gen Digital buyer in Q4 2024 was Nuveen, an estimated $52.2M added.
  • The largest Gen Digital seller in Q4 2024 was Fidelity Investments, an estimated $168M sold.

Based on aggregated 13F filings for Q4 2024.