Gen Digital
540 hedge funds and large institutions have $14.1B invested in Gen Digital in 2016 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 159 increasing their positions, 225 reducing their positions, and 57 closing their positions.
95.02% more ownership
Funds ownership: 0% → 95.02% (+95%)
37% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 57
2% more funds holding
Funds holding: 529 → 540 (+11)
0% more call options, than puts
Call options by funds: $114M | Put options by funds: $114M
3% less capital invested
Capital invested by funds: $14.6B → $14.1B (-$482M)
29% less repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 225
30% less funds holding in top 10
Funds holding in top 10: 20 → 14 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$1.22B |
| 2 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$326M |
| 3 |
HCM
Highfields Capital Management
Boston,
Massachusetts
|
+$135M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$116M |
| 5 |
Coatue Management
New York
|
+$111M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
-$770M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$256M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$182M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$122M |
| 5 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$114M |
GEN Hedge Fund Activity: Q4 2016 in Review
540 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q4 2016, worth a combined $14.1B — down 3.3% from $14.6B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new GEN positions and 57 closed out — a net gain of 21 holders — while 159 added to existing stakes and 225 trimmed.
The largest buyer was Capital World Investors, adding an estimated $1.22B. The largest seller was Dodge & Cox, cutting an estimated $770M.
- 540 institutional investors held Gen Digital (GEN) as of Q4 2016, up from 529 in Q3 2016.
- Funds reported $14.1B of Gen Digital stock for Q4 2016, down 3.3% quarter-over-quarter.
- 78 funds opened new Gen Digital positions in Q4 2016 and 57 closed out, a net change of +21 holders.
- The largest Gen Digital buyer in Q4 2016 was Capital World Investors, an estimated $1.22B added.
- The largest Gen Digital seller in Q4 2016 was Dodge & Cox, an estimated $770M sold.
Based on aggregated 13F filings for Q4 2016.