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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
SSG
376
Summit Securities Group
New York
$231K -$6.89K -312 -3%
MCM
377
MAI Capital Management
Ohio
$227K +$234K +10,601 New
TMAM
378
Tokio Marine Asset Management
Japan
$227K +$234K +10,589 New
AF
379
Advisornet Financial
Minnesota
$226K +$13.8K +624 +6%
William Blair & Company
380
William Blair & Company
Illinois
$223K -$68.8K -3,115 -23%
FANJ
381
Financial Architects (New Jersey)
New Jersey
$219K -$155 -7 -0.1%
PAS
382
Park Avenue Securities
New York
$217K -$40.6K -1,839 -15%
CAN
383
Cetera Advisor Networks
California
$214K +$220K +9,968 New
Cerity Partners
384
Cerity Partners
New York
$213K +$219K +9,929 New
FGP
385
Foyston, Gordon, & Payne
Ontario, Canada
$210K +$217K +9,805 New
NCM
386
NCM Capital Management
New Jersey
$210K -$17.7K -800 -8%
Parallax Volatility Advisers
387
Parallax Volatility Advisers
California
$206K -$2.74M -123,910 -93%
BAM
388
BOS Asset Management
Illinois
$204K +$210K +9,503 New
DADC
389
D.A. Davidson & Co
Montana
$204K +$210K +9,500 New
AWM
390
AE Wealth Management
Kansas
$202K -$14.5K -657 -7%
Fifth Third Bancorp
391
Fifth Third Bancorp
Ohio
$196K +$18.8K +851 +10%
LSV Asset Management
392
LSV Asset Management
Illinois
$195K
MAM
393
Meeder Asset Management
Ohio
$190K -$297K -13,436 -60%
DMBA
394
Deseret Mutual Benefit Administrators
Utah
$187K -$160K -7,254 -45%
QC
395
Quent Capital
New York
$186K +$10.8K +490 +6%
PA
396
Parallel Advisors
California
$169K -$1.48K -67 -0.8%
BLC
397
Brown, Lisle/Cummings
Rhode Island
$167K
Walleye Trading
398
Walleye Trading
New York
$165K -$57.9K -2,620 -25%
AIP
399
Ameritas Investment Partners
Nebraska
$160K -$20.4K -924 -12%
WI
400
Wahed Invest
New York
$154K +$13.6K +618 +9%

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.