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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
WC
276
Weil Company
California
$767K +$110K +5,000 +16%
SRC
277
Shufro Rose & Co
New York
$757K -$69.6K -3,150 -8%
Bessemer Group
278
Bessemer Group
New Jersey
$730K -$32.8K -1,483 -4%
MLICM
279
Metropolitan Life Insurance Company (MetLife)
New York
$703K -$53.9K -2,441 -7%
VPIM
280
Vanguard Personalized Indexing Management
California
$693K -$196K -8,891 -22%
PP
281
Prudential plc
United Kingdom
$688K -$1.22M -55,281 -63%
M&T Bank
282
M&T Bank
New York
$678K +$1.06K +48 +0.2%
TI
283
Tidal Investments
Wisconsin
$655K +$195K +8,819 +41%
NSEDCP
284
NJ State Employees Deferred Compensation Plan
New Jersey
$643K
Mariner
285
Mariner
Kansas
$641K +$59.7K +2,703 +10%
GC
286
Guggenheim Capital
Illinois
$633K -$596K -26,982 -48%
M
287
Mirova
France
$627K -$190K -8,617 -23%
NMERB
288
New Mexico Educational Retirement Board
New Mexico
$594K -$68.5K -3,100 -10%
SOAMC
289
Spirit of America Management Corp
New York
$594K
BJL
290
Brighton Jones LLC
Washington
$588K -$928 -42 -0.2%
IWC
291
Integrated Wealth Concepts
Massachusetts
$585K -$26.9K -1,219 -4%
FM
292
Foster & Motley
Ohio
$575K +$22.4K +1,015 +4%
GT
293
Glenmede Trust
Pennsylvania
$568K +$6.76K +306 +1%
GF
294
Gabelli Funds
New York
$558K -$43.1K -1,950 -7%
Thrivent Financial for Lutherans
295
Thrivent Financial for Lutherans
Minnesota
$556K -$8.86K -401 -2%
CIBC World Market
296
CIBC World Market
Ontario, Canada
$547K +$144K +6,517 +34%
FHB
297
First Hawaiian Bank
Hawaii
$542K
BBVA
298
Banco Bilbao Vizcaya Argentaria
Spain
$541K -$2.09M -94,685 -79%
GLR
299
Great Lakes Retirement
Ohio
$539K +$555K +25,130 New
SW
300
SVB Wealth
Massachusetts
$537K +$212K +9,579 +62%

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.