We are live on ! Find out more
GEN icon

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
I
301
InceptionR
California
$533K +$550K +24,887 New
AC
302
Allstate Corporation
Illinois
$531K +$4.31K +195 +0.8%
AIM
303
Allstate Investment Management
Illinois
$531K +$547K +24,786 New
TIA
304
Trust Investment Advisors
Indiana
$521K -$237K -10,729 -31%
CI Investments Inc
305
CI Investments Inc
Ontario, Canada
$518K -$60.9K -2,757 -10%
EOJOAM
306
E. Ohman J:or Asset Management
Sweden
$512K
TC
307
Titleist Capital
Texas
$510K +$39K +1,765 +8%
VI
308
Vestcor Inc
New Brunswick, Canada
$508K +$11.9K +537 +2%
KCM
309
Kendall Capital Management
Maryland
$503K -$18.8K -850 -3%
LSA
310
Leonteq Securities AG
Switzerland
$494K -$189K -8,569 -27%
IFWM
311
Institute for Wealth Management
Colorado
$490K -$5.9K -267 -1%
QI
312
Qtron Investments
Massachusetts
$485K +$500K +22,629 New
AG
313
AIA Group
Hong Kong
$482K +$322K +14,577 +184%
GCMG
314
Gyroscope Capital Management Group
Florida
$482K -$17.6K -796 -3%
Verition Fund Management
315
Verition Fund Management
Connecticut
$480K -$621K -28,134 -56%
NAM
316
NorthCrest Asset Manangement
Minnesota
$456K -$8.28K -375 -2%
USAA
317
United Services Automobile Association
Texas
$456K
KRSITF
318
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$455K
MGP
319
Metis Global Partners
California
$451K +$465K +21,055 New
FIM
320
Freedom Investment Management
Connecticut
$451K -$21.5K -975 -5%
Carson Wealth (CWM LLC)
321
Carson Wealth (CWM LLC)
Nebraska
$450K +$44K +1,991 +10%
PMEF
322
Point72 Middle East FZE
United Arab Emirates
$448K +$462K +20,923 New
HighTower Advisors
323
HighTower Advisors
Illinois
$448K -$112K -5,078 -19%
MMA
324
Miracle Mile Advisors
California
$443K +$17.9K +812 +4%
HT
325
Headlands Technologies
Illinois
$442K +$456K +20,628 New

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.