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Gen Digital

514 hedge funds and large institutions have $10.8B invested in Gen Digital in 2020 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 192 increasing their positions, 177 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $96.9M | Put options by funds: $75M

27% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 60

8% more capital invested

Capital invested by funds: $10B → $10.8B (+$771M)

3.29% more ownership

Funds ownership: 89.39%92.68% (+3.3%)

3% more funds holding

Funds holding: 499514 (+15)

8% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 177

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
514
Holders Change
+15
Holders Change %
+3.01%
% of All Funds
10.54%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
76
Increased
192
Reduced
177
Closed
60
Calls
$96.9M
Puts
$75M
Net Calls
+$22M
Net Calls Change
+$4.51M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
351
Blueshift Asset Management
New Jersey
$315K +$324K +15,894 New
IEFM
352
IQ EQ Fund Management
Ireland
$314K +$323K +15,856 New
BCV
353
Banque Cantonale Vaudoise
Switzerland
$309K
TFA
354
Toth Financial Advisory
Virginia
$308K +$316K +15,525 New
Janney Montgomery Scott
355
Janney Montgomery Scott
Pennsylvania
$303K +$106K +5,194 +52%
GI
356
GAMCO Investors
Connecticut
$300K
ETC
357
Exchange Traded Concepts
Oklahoma
$299K +$307K +15,065 New
Verition Fund Management
358
Verition Fund Management
Connecticut
$294K -$282K -13,865 -48%
FHA
359
First Horizon Advisors
Tennessee
$292K
ECM
360
ETrade Capital Management
Virginia
$290K -$18K -882 -6%
PRC
361
Pearl River Capital
Michigan
$284K +$267K +13,119 +1,086%
Creative Planning
362
Creative Planning
Kansas
$280K -$53.1K -2,608 -16%
HPC
363
HM Payson & Co
Maine
$276K
CIA
364
CSat Investment Advisory
Michigan
$275K +$203K +9,947 +251%
WIA
365
Wealthstreet Investment Advisors
Texas
$273K
GC
366
Globeflex Capital
California
$267K +$274K +13,480 New
KRSITF
367
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$264K -$82.5K -4,053 -23%
ECM
368
Everence Capital Management
Indiana
$264K
MA
369
MUFG Americas
New York
$264K +$75.7K +3,718 +39%
BF
370
BOK Financial
Oklahoma
$264K +$272K +13,353 New
William Blair & Company
371
William Blair & Company
Illinois
$261K +$12.3K +605 +5%
CB
372
Commerce Bank
Missouri
$260K -$206K -10,119 -44%
IRF
373
IBM Retirement Fund
New York
$258K -$10.3K -506 -4%
NL
374
NKCFO LLC
Illinois
$258K
AA
375
Ancora Advisors
Ohio
$252K

GEN Hedge Fund Activity: Q2 2020 in Review

514 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q2 2020, worth a combined $10.8B — up 7.7% from $10B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new GEN positions and 60 closed out — a net gain of 16 holders — while 192 added to existing stakes and 177 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $161M. The largest seller was Goldman Sachs, cutting an estimated $161M.

  • 514 institutional investors held Gen Digital (GEN) as of Q2 2020, up from 499 in Q1 2020.
  • Funds reported $10.8B of Gen Digital stock for Q2 2020, up 7.7% quarter-over-quarter.
  • 76 funds opened new Gen Digital positions in Q2 2020 and 60 closed out, a net change of +16 holders.
  • The largest Gen Digital buyer in Q2 2020 was Fidelity Investments, an estimated $161M added.
  • The largest Gen Digital seller in Q2 2020 was Goldman Sachs, an estimated $161M sold.

Based on aggregated 13F filings for Q2 2020.