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Gen Digital

564 hedge funds and large institutions have $10.8B invested in Gen Digital in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 262 increasing their positions, 169 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 169

2% less funds holding

Funds holding: 578564 (-14)

9% less capital invested

Capital invested by funds: $11.9B → $10.8B (-$1.05B)

12.45% less ownership

Funds ownership: 93.51%81.06% (-12%)

16% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 64

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

31% less call options, than puts

Call options by funds: $38.2M | Put options by funds: $55.3M

Holders
564
Holders Change
-14
Holders Change %
-2.42%
% of All Funds
9.72%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.17%
New
54
Increased
262
Reduced
169
Closed
64
Calls
$38.2M
Puts
$55.3M
Net Calls
-$17.1M
Net Calls Change
+$4.31M
Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
351
Mount Yale Investment Advisors
Colorado
$400K -$51.2K -2,213 -10%
MMA
352
Miracle Mile Advisors
California
$400K -$29.7K -1,283 -6%
CIBC World Market
353
CIBC World Market
Ontario, Canada
$383K +$38.8K +1,676 +10%
Carson Wealth (CWM LLC)
354
Carson Wealth (CWM LLC)
Nebraska
$383K +$65.3K +2,823 +17%
WAM
355
Weatherly Asset Management
California
$382K -$87.8K -3,798 -17%
BPA
356
Beacon Pointe Advisors
California
$376K +$62.3K +2,693 +17%
MC
357
Machina Capital
France
$375K +$76.2K +3,297 +22%
SC
358
SRB Corp
Massachusetts
$364K -$992K -42,897 -70%
SAI
359
Systematic Alpha Investments
New Jersey
$358K
ETC
360
Exchange Traded Concepts
Oklahoma
$355K -$523K -22,602 -56%
KA
361
Kintegral Advisory
New York
$349K
SP
362
Symmetry Partners
Connecticut
$341K
OTPPB
363
Ontario Teachers' Pension Plan Board
Ontario, Canada
$333K +$382K +16,533 New
FHA
364
First Horizon Advisors
Tennessee
$323K -$25.5K -1,101 -6%
DMBA
365
Deseret Mutual Benefit Administrators
Utah
$322K -$56.4K -2,438 -13%
SA
366
Syntax Advisors
New York
$322K +$26.8K +1,161 +8%
VCG
367
Vantage Consulting Group
Virginia
$322K +$26.8K +1,161 +8%
BBNA
368
Bremer Bank National Association
Minnesota
$320K +$367K +15,884 New
WFA
369
Wade Financial Advisory
California
$319K
SAM
370
Sequent Asset Management
Texas
$317K
ACM
371
Alethea Capital Management
Washington
$316K +$363K +15,714 New
AT
372
Arden Trust
Delaware
$314K +$58.4K +2,526 +19%
SW
373
SVB Wealth
Massachusetts
$312K +$77.2K +3,340 +28%
QT
374
Quantbot Technologies
New York
$306K +$152K +6,568 +76%
AII
375
AGF Investments Inc
Ontario, Canada
$304K +$110K +4,768 +46%

GEN Hedge Fund Activity: Q3 2022 in Review

564 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q3 2022, worth a combined $10.8B — down 8.9% from $11.9B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of GEN and 54 opened new positions — a net loss of 10 holders — while 169 trimmed existing stakes and 262 added.

The largest buyer was VOYA Investment Management, adding an estimated $211M. The largest seller was Allianz Asset Management, cutting an estimated $220M.

  • 564 institutional investors held Gen Digital (GEN) as of Q3 2022, down from 578 in Q2 2022.
  • Funds reported $10.8B of Gen Digital stock for Q3 2022, down 8.9% quarter-over-quarter.
  • 54 funds opened new Gen Digital positions in Q3 2022 and 64 closed out, a net change of -10 holders.
  • The largest Gen Digital buyer in Q3 2022 was VOYA Investment Management, an estimated $211M added.
  • The largest Gen Digital seller in Q3 2022 was Allianz Asset Management, an estimated $220M sold.

Based on aggregated 13F filings for Q3 2022.