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Gen Digital

532 hedge funds and large institutions have $9.19B invested in Gen Digital in 2023 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 165 increasing their positions, 217 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $48.2M | Put options by funds: $16.1M

40% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 43

3% more funds holding

Funds holding: 518532 (+14)

0.78% less ownership

Funds ownership: 81.88%81.1% (-0.78%)

5% less capital invested

Capital invested by funds: $9.69B → $9.19B (-$495M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

24% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 217

Holders
532
Holders Change
+14
Holders Change %
+2.7%
% of All Funds
8.44%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
60
Increased
165
Reduced
217
Closed
43
Calls
$48.2M
Puts
$16.1M
Net Calls
+$32.1M
Net Calls Change
+$3.96M
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
301
Gallacher Capital Management
Colorado
$528K -$27.1K -1,387 -4%
NMERB
302
New Mexico Educational Retirement Board
New Mexico
$523K +$39K +2,000 +7%
EOJOAM
303
E. Ohman J:or Asset Management
Sweden
$488K
Voloridge Investment Management
304
Voloridge Investment Management
Florida
$486K -$3.63M -185,833 -87%
IMC Chicago
305
IMC Chicago
Illinois
$474K +$523K +26,806 New
AAM
306
Advisors Asset Management
Colorado
$471K -$190K -9,736 -27%
LNWWM
307
Laird Norton Wetherby Wealth Management
California
$464K +$4.94K +253 +1%
Macquarie Group
308
Macquarie Group
Australia
$458K -$497K -25,448 -50%
XT
309
XTX Topco
Cayman Islands
$457K -$1.16M -59,564 -70%
QP
310
Quilter Plc
United Kingdom
$451K
Thrivent Financial for Lutherans
311
Thrivent Financial for Lutherans
Minnesota
$451K -$5.83M -298,895 -92%
Point72 Asset Management
312
Point72 Asset Management
Connecticut
$447K -$13M -664,443 -96%
PP
313
Prudential plc
United Kingdom
$443K
Natixis Advisors
314
Natixis Advisors
Massachusetts
$441K +$196K +10,069 +68%
SOAMC
315
Spirit of America Management Corp
New York
$437K
VPIM
316
Vanguard Personalized Indexing Management
California
$425K -$127K -6,488 -21%
M&T Bank
317
M&T Bank
New York
$418K -$47.7K -2,445 -9%
VI
318
Vestcor Inc
New Brunswick, Canada
$416K
BJL
319
Brighton Jones LLC
Washington
$414K +$3.4K +174 +0.7%
MLICM
320
Metropolitan Life Insurance Company (MetLife)
New York
$412K -$29.4K -1,507 -6%
AIA
321
Affinity Investment Advisors
California
$410K -$138K -7,078 -23%
GA
322
GraniteShares Advisors
New York
$407K +$450K +23,039 New
SAM
323
Shell Asset Management
Netherlands
$402K +$8.86K +454 +2%
LCGC
324
Legacy Capital Group California
California
$401K +$1.13K +58 +0.3%
HT
325
HAP Trading
New York
$400K +$18.1K +926 +4%

GEN Hedge Fund Activity: Q3 2023 in Review

532 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q3 2023, worth a combined $9.19B — down 5.1% from $9.69B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new GEN positions and 43 closed out — a net gain of 17 holders — while 165 added to existing stakes and 217 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $83.9M. The largest seller was AllianceBernstein, cutting an estimated $81.7M.

  • 532 institutional investors held Gen Digital (GEN) as of Q3 2023, up from 518 in Q2 2023.
  • Funds reported $9.19B of Gen Digital stock for Q3 2023, down 5.1% quarter-over-quarter.
  • 60 funds opened new Gen Digital positions in Q3 2023 and 43 closed out, a net change of +17 holders.
  • The largest Gen Digital buyer in Q3 2023 was LSV Asset Management, an estimated $83.9M added.
  • The largest Gen Digital seller in Q3 2023 was AllianceBernstein, an estimated $81.7M sold.

Based on aggregated 13F filings for Q3 2023.