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Gen Digital

653 hedge funds and large institutions have $14B invested in Gen Digital in 2024 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 251 increasing their positions, 206 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 37

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 206

21% more call options, than puts

Call options by funds: $22.6M | Put options by funds: $18.7M

12% more funds holding

Funds holding: 584653 (+69)

0.75% less ownership

Funds ownership: 83.83%83.08% (-0.75%)

1% less capital invested

Capital invested by funds: $14.2B → $14B (-$145M)

Holders
653
Holders Change
+69
Holders Change %
+11.82%
% of All Funds
8.6%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
114
Increased
251
Reduced
206
Closed
37
Calls
$22.6M
Puts
$18.7M
Net Calls
+$3.95M
Net Calls Change
+$201K
Name Holding Trade Value Shares
Change
Change in
Stake
MGP
326
M&G plc
United Kingdom
$789K
CAPTRUST Financial Advisors
327
CAPTRUST Financial Advisors
North Carolina
$784K +$21.3K +740 +3%
NGA
328
Naples Global Advisors
Florida
$774K
CIG
329
CCM Investment Group
Minnesota
$772K +$810K +28,189 New
CI Investments Inc
330
CI Investments Inc
Ontario, Canada
$766K +$165K +5,733 +26%
O
331
Ossiam
France
$763K -$178K -6,194 -18%
CA
332
CoreCap Advisors
Michigan
$758K +$737K +25,640 +1,264%
M&T Bank
333
M&T Bank
New York
$755K +$27.5K +958 +4%
IGAM
334
iA Global Asset Management
Quebec, Canada
$741K -$245K -8,504 -24%
PP
335
Prudential plc
United Kingdom
$712K -$254K -8,842 -25%
EOJOAM
336
E. Ohman J:or Asset Management
Sweden
$709K +$80.5K +2,800 +12%
NMERB
337
New Mexico Educational Retirement Board
New Mexico
$706K -$31.6K -1,100 -4%
QP
338
Quartz Partners
New York
$703K +$738K +25,662 New
NB
339
Norinchukin Bank
Japan
$697K +$74.4K +2,589 +11%
CP
340
CenterBook Partners
Connecticut
$693K +$219K +7,611 +43%
CC
341
Centiva Capital
New York
$691K +$725K +25,232 New
BJL
342
Brighton Jones LLC
Washington
$690K +$37.3K +1,299 +5%
AO
343
Advisor OS
Illinois
$687K +$722K +25,096 New
Thrivent Financial for Lutherans
344
Thrivent Financial for Lutherans
Minnesota
$682K -$949 -33 -0.1%
Wealthfront Advisers
345
Wealthfront Advisers
California
$681K +$126K +4,373 +21%
SOAMC
346
Spirit of America Management Corp
New York
$676K
LAM
347
Lingohr Asset Management
Germany
$675K +$709K +24,664 New
OAC
348
OMERS Administration Corp
Ontario, Canada
$658K +$115K +3,991 +20%
SC
349
Savant Capital
Illinois
$647K +$14.8K +516 +2%
Carson Wealth (CWM LLC)
350
Carson Wealth (CWM LLC)
Nebraska
$646K +$49.1K +1,709 +8%

GEN Hedge Fund Activity: Q4 2024 in Review

653 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q4 2024, worth a combined $14B — down 1% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new GEN positions and 37 closed out — a net gain of 77 holders — while 251 added to existing stakes and 206 trimmed.

The largest buyer was Nuveen, adding an estimated $52.2M. The largest seller was Fidelity Investments, cutting an estimated $168M.

  • 653 institutional investors held Gen Digital (GEN) as of Q4 2024, up from 584 in Q3 2024.
  • Funds reported $14B of Gen Digital stock for Q4 2024, down 1% quarter-over-quarter.
  • 114 funds opened new Gen Digital positions in Q4 2024 and 37 closed out, a net change of +77 holders.
  • The largest Gen Digital buyer in Q4 2024 was Nuveen, an estimated $52.2M added.
  • The largest Gen Digital seller in Q4 2024 was Fidelity Investments, an estimated $168M sold.

Based on aggregated 13F filings for Q4 2024.