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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
RFA
401
Reilly Financial Advisors
California
$127K
LS
402
Livforsakringsbolaget Skandia
Sweden
$122K
PA
403
Parallel Advisors
California
$120K -$2.32K -114 -2%
CFGS
404
Concourse Financial Group Securities
Alabama
$107K -$11.7K -573 -10%
Rockefeller Capital Management
405
Rockefeller Capital Management
New York
$103K +$58.5K +2,876 +125%
HIIFS
406
Harel Insurance Investments & Financial Services
Israel
$99K +$81.4K +4,000 +400%
IRC
407
Investors Research Corp
Georgia
$91K
PCG
408
Private Capital Group
Connecticut
$88K +$3.24K +159 +4%
CAN
409
Cetera Advisor Networks
California
$86K +$88.6K +4,351 New
Bank Julius Baer & Co
410
Bank Julius Baer & Co
Switzerland
$81K -$3.64K -179 -4%
SFS
411
Sowell Financial Services
Arkansas
$80K -$25.8K -1,269 -24%
RA
412
Rational Advisors
New York
$74K +$75.9K +3,728 New
DZ Bank
413
DZ Bank
Germany
$73.1K +$75.1K +3,688 New
RE
414
RBC Europe
United Kingdom
$65.4K
HNB
415
Huntington National Bank
Ohio
$64K
AIM
416
Anchor Investment Management
South Carolina
$61.5K
SQA
417
Simon Quick Advisors
New Jersey
$60K -$20.6K -1,012 -25%
Fifth Third Bancorp
418
Fifth Third Bancorp
Ohio
$60K -$8.98K -441 -13%
HWA
419
Heritage Wealth Advisors
Virginia
$59.6K
CTC
420
Central Trust Company
Missouri
$59K
GFPC
421
Global Financial Private Capital
Florida
$57K +$2.04K +100 +4%
AF
422
Allworth Financial
California
$54K +$24.3K +1,195 +78%
AF
423
Advisornet Financial
Minnesota
$53K -$28.5K -1,400 -34%
WT
424
Whittier Trust
California
$53K
GWM
425
Geneos Wealth Management
Colorado
$50K -$208K -10,233 -79%

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.