Gen Digital
538 hedge funds and large institutions have $11.7B invested in Gen Digital in 2024 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 200 increasing their positions, 205 reducing their positions, and 58 closing their positions.
2% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 58
0.77% more ownership
Funds ownership: 81.65% → 82.42% (+0.77%)
1% less call options, than puts
Call options by funds: $27.3M | Put options by funds: $27.6M
2% less capital invested
Capital invested by funds: $11.9B → $11.7B (-$200M)
2% less repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 205
1% less funds holding
Funds holding: 545 → 538 (-7)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$183M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
+$69.2M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$60.5M |
| 4 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
+$58.5M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Holocene Advisors
New York
|
-$180M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$79.7M |
| 3 |
Morgan Stanley
New York
|
-$76.4M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$56.7M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$37.1M |
GEN Hedge Fund Activity: Q1 2024 in Review
538 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q1 2024, worth a combined $11.7B — down 1.7% from $11.9B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new GEN positions and 58 closed out — a net gain of 1 holder — while 200 added to existing stakes and 205 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $183M. The largest seller was Holocene Advisors, exiting entirely with an estimated $180M sold.
- 538 institutional investors held Gen Digital (GEN) as of Q1 2024, down from 545 in Q4 2023.
- Funds reported $11.7B of Gen Digital stock for Q1 2024, down 1.7% quarter-over-quarter.
- 59 funds opened new Gen Digital positions in Q1 2024 and 58 closed out, a net change of +1 holder.
- The largest Gen Digital buyer in Q1 2024 was Fidelity Investments, an estimated $183M added.
- The largest Gen Digital seller in Q1 2024 was Holocene Advisors, an estimated $180M sold.
Based on aggregated 13F filings for Q1 2024.