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Gen Digital

544 hedge funds and large institutions have $11.3B invested in Gen Digital in 2022 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 189 increasing their positions, 209 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

4% more capital invested

Capital invested by funds: $10.8B → $11.3B (+$457M)

0.14% more ownership

Funds ownership: 81.06%81.2% (+0.14%)

10% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 209

10% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 72

4% less funds holding

Funds holding: 564544 (-20)

36% less call options, than puts

Call options by funds: $21.4M | Put options by funds: $33.5M

Holders
544
Holders Change
-20
Holders Change %
-3.55%
% of All Funds
8.74%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
65
Increased
189
Reduced
209
Closed
72
Calls
$21.4M
Puts
$33.5M
Net Calls
-$12M
Net Calls Change
+$5.13M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
351
Sequent Asset Management
Texas
$315K -$22.8K -1,032 -7%
WAM
352
Weatherly Asset Management
California
$312K -$97K -4,393 -23%
SWS
353
SYSTM Wealth Solutions
Illinois
$311K +$320K +14,497 New
API
354
Advisor Partners II
California
$305K +$59K +2,673 +23%
SG Americas Securities
355
SG Americas Securities
New York
$303K -$12.9M -583,969 -98%
HDIM
356
Hanson & Doremus Investment Management
Vermont
$299K +$308K +13,944 New
IFS
357
Ifrah Financial Services
Arkansas
$298K -$10.7K -485 -3%
ALAM
358
Asahi Life Asset Management
Japan
$296K +$138K +6,250 +83%
RJFSA
359
Raymond James Financial Services Advisors
Florida
$288K -$11.1K -501 -4%
ANBT
360
American National Bank & Trust
Texas
$282K -$305K -13,826 -51%
MYIA
361
Mount Yale Investment Advisors
Colorado
$282K -$149K -6,727 -34%
HPC
362
HM Payson & Co
Maine
$278K +$1.39K +63 +0.5%
AA
363
Ancora Advisors
Ohio
$272K
TRCT
364
Tower Research Capital (TRC)
New York
$269K -$1.32M -59,945 -83%
PTP
365
Platform Technology Partners
New York
$264K
NA
366
NewEdge Advisors
Louisiana
$261K +$309K +13,972 New
KAS
367
Kestra Advisory Services
Texas
$257K -$43.4K -1,963 -14%
TG
368
TCW Group
California
$250K +$258K +11,675 New
Canada Pension Plan Investment Board
369
Canada Pension Plan Investment Board
Ontario, Canada
$249K -$3.82M -173,100 -94%
MC
370
Moors & Cabot
Massachusetts
$239K +$247K +11,172 New
HI
371
Horizon Investments
North Carolina
$237K -$336K -15,206 -58%
Pacer Advisors
372
Pacer Advisors
Pennsylvania
$236K -$353K -15,981 -59%
CC
373
Centiva Capital
New York
$236K +$243K +11,013 New
RJT
374
Raymond James Trust
Florida
$233K -$19.1K -867 -7%
FTDI
375
First Trust Direct Indexing
Massachusetts
$232K -$1.7K -77 -0.7%

GEN Hedge Fund Activity: Q4 2022 in Review

544 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q4 2022, worth a combined $11.3B — up 4.2% from $10.8B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of GEN and 65 opened new positions — a net loss of 7 holders — while 209 trimmed existing stakes and 189 added.

The largest buyer was BlackRock, adding an estimated $141M. The largest seller was Boston Partners, cutting an estimated $111M.

  • 544 institutional investors held Gen Digital (GEN) as of Q4 2022, down from 564 in Q3 2022.
  • Funds reported $11.3B of Gen Digital stock for Q4 2022, up 4.2% quarter-over-quarter.
  • 65 funds opened new Gen Digital positions in Q4 2022 and 72 closed out, a net change of -7 holders.
  • The largest Gen Digital buyer in Q4 2022 was BlackRock, an estimated $141M added.
  • The largest Gen Digital seller in Q4 2022 was Boston Partners, an estimated $111M sold.

Based on aggregated 13F filings for Q4 2022.