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Gen Digital
GEN

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: 518 → 532 (+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: 6 → 5 (-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

Top Buyers

Rank Fund Capital Flow
1
LSV Asset Management
LSV Asset Management
Illinois
+$83.9M
2
Boston Partners
Boston Partners
Massachusetts
+$65.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$55M
4
TC
TwinBeech Capital
New York
+$19.5M
5
JCM
Junto Capital Management
New York
+$15M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$81.7M
2
Amundi
Amundi
France
-$41.1M
3
Citadel Advisors
Citadel Advisors
Florida
-$40.5M
4
N
Nuveen
North Carolina
-$27.4M
5
Man Group
Man Group
United Kingdom
-$26.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Parallax Volatility Advisers
326
Parallax Volatility Advisers
California
$396K -$7.14K -366 -2%
KRSITF
327
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$391K +$33.2K +1,703 +8%
SCM
328
Stevens Capital Management
Pennsylvania
$389K +$429K +21,991 New
MCM
329
MAI Capital Management
Ohio
$389K +$429K +21,979 New
GT
330
Greenleaf Trust
Michigan
$387K +$7.38K +378 +2%
BBNA
331
Bremer Bank National Association
Minnesota
$382K -$985K -50,495 -70%
KI
332
Kapitalo Investimentos
Brazil
$379K +$419K +21,460 New
QCM
333
Qsemble Capital Management
New York
$379K +$419K +21,449 New
NB
334
Norinchukin Bank
Japan
$379K -$437K -22,391 -51%
SW
335
SVB Wealth
Massachusetts
$376K +$26.6K +1,362 +7%
Mercer Global Advisors
336
Mercer Global Advisors
Colorado
$368K -$103K -5,265 -20%
Squarepoint
337
Squarepoint
New York
$368K -$127K -6,523 -24%
Mariner
338
Mariner
Kansas
$362K +$56.8K +2,909 +17%
Verition Fund Management
339
Verition Fund Management
Connecticut
$355K +$164K +8,423 +72%
EF
340
Empirical Finance
Pennsylvania
$353K +$35.2K +1,802 +10%
MMA
341
Miracle Mile Advisors
California
$353K +$12.7K +650 +3%
QCM
342
Quantinno Capital Management
New York
$349K +$51.7K +2,651 +16%
GCA
343
Greenwood Capital Associates
South Carolina
$332K -$25.2K -1,292 -6%
SAI
344
Systematic Alpha Investments
New Jersey
$314K – – –
NMIMC
345
Northwestern Mutual Investment Management Company
Wisconsin
$314K -$3.55K -182 -1%
IFWM
346
Institute for Wealth Management
Colorado
$311K -$66.8K -3,421 -16%
NS
347
NBC Securities
Alabama
$301K +$332K +17,030 New
SP
348
Symmetry Partners
Connecticut
$300K – – –
TMAM
349
Tokio Marine Asset Management
Japan
$298K +$47.6K +2,438 +17%
CAM
350
Cresset Asset Management
Illinois
$294K +$17.1K +874 +6%
12 13
14
15 16

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.