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Gen Digital
GEN

500 hedge funds and large institutions have $10.7B invested in Gen Digital in 2018 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 168 increasing their positions, 171 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 3 → 9 (+6)

22% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 67

2% more funds holding

Funds holding: 491 → 500 (+9)

2% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 171

1.28% less ownership

Funds ownership: 91.31% → 90.04% (-1.3%)

11% less capital invested

Capital invested by funds: $12.1B → $10.7B (-$1.34B)

34% less call options, than puts

Call options by funds: $100M | Put options by funds: $153M

Holders
500
Holders Change
+9
Holders Change %
+1.83%
% of All Funds
11.14%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.2%
New
82
Increased
168
Reduced
171
Closed
67
Calls
$100M
Puts
$153M
Net Calls
-$52.4M
Net Calls Change
+$83.7M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$247M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$218M
3
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$211M
4
Citadel Advisors
Citadel Advisors
Florida
+$79.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$55.5M

Top Sellers

1
GCM
Glenview Capital Management
New York
-$134M
2
Capital International Investors
Capital International Investors
California
-$131M
3
OAG
Orbis Allan Gray
Bermuda
-$97.2M
4
EC
Eminence Capital
New York
-$84.9M
5
Franklin Resources
Franklin Resources
California
-$67.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Acadian Asset Management
401
Acadian Asset Management
Massachusetts
$39K -$26K -1,257 -38%
EWM
402
Edge Wealth Management
New York
$38K -$207K -9,994 -83%
IA
403
IFP Advisors
Florida
$38K -$1.63K -79 -4%
SWM
404
SeaCrest Wealth Management
New York
$34K +$33.1K +1,601 +793%
GLI
405
Guardian Life Insurance
New York
$33K -$207 -10 -0.6%
SLF
406
Sun Life Financial
Ontario, Canada
$32K -$145 -7 -0.4%
KA
407
Kaizen Advisory
Illinois
$32K +$1.07K +52 +3%
CAPTRUST Financial Advisors
408
CAPTRUST Financial Advisors
North Carolina
$31K -$10.3K -500 -23%
MCM
409
Manchester Capital Management
Vermont
$31K – – –
PWM
410
PRW Wealth Management
Massachusetts
$30K +$32.4K +1,567 New
CCM
411
Covington Capital Management
California
$28K +$31K +1,500 New
Federated Hermes
412
Federated Hermes
Pennsylvania
$27K +$22.9K +1,106 +322%
RCAG
413
Rehmann Capital Advisory Group
Michigan
$26.9K -$41 -2 -0.1%
JFGIW
414
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25K -$163K -7,882 -86%
CAL
415
Capital Advisors Ltd
Ohio
$25K – – –
JA
416
JOYN Advisors
Georgia
$25K +$7.19K +348 +35%
NFG
417
Next Financial Group
Texas
$24K -$7.79K -377 -23%
CI
418
CX Institutional
Indiana
$23K +$2.13K +103 +9%
TCOV
419
Trust Company of Vermont
Vermont
$22K -$5.91K -286 -20%
CAW
420
Cornerstone Advisors (Washington)
Washington
$21K -$3.97K -192 -15%
LFA
421
Legacy Financial Advisors
Kentucky
$21K +$14.7K +711 +182%
DOA
422
D'Orazio & Associates
Virginia
$19K – – –
CH
423
Canton Hathaway
Rhode Island
$19K +$20.7K +1,000 New
AAMU
424
Amundi Asset Management US
Massachusetts
$17.4K +$6.74M +326,150 +55%
ASN
425
Advisory Services Network
Georgia
$17K – – –
15 16
17
18 19

GEN Hedge Fund Activity: Q4 2018 in Review

500 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q4 2018, worth a combined $10.7B — down 11% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new GEN positions and 67 closed out — a net gain of 15 holders — while 168 added to existing stakes and 171 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $247M. The largest seller was Glenview Capital Management, exiting entirely with an estimated $134M sold.

  • 500 institutional investors held Gen Digital (GEN) as of Q4 2018, up from 491 in Q3 2018.
  • Funds reported $10.7B of Gen Digital stock for Q4 2018, down 11% quarter-over-quarter.
  • 82 funds opened new Gen Digital positions in Q4 2018 and 67 closed out, a net change of +15 holders.
  • The largest Gen Digital buyer in Q4 2018 was T. Rowe Price Associates, an estimated $247M added.
  • The largest Gen Digital seller in Q4 2018 was Glenview Capital Management, an estimated $134M sold.

Based on aggregated 13F filings for Q4 2018.