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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
BWM
401
Baystate Wealth Management
Massachusetts
$142K +$5.21K +236 +4%
CT
402
Cambridge Trust
Massachusetts
$122K
UB
403
UMB Bank
Missouri
$110K -$36.9K -1,672 -25%
IRC
404
Investors Research Corp
Georgia
$98.6K
HNB
405
Huntington National Bank
Ohio
$95.4K +$353 +16 +0.4%
LTI
406
Laffer Tengler Investments
Tennessee
$93.1K +$95.9K +4,343 New
SPIA
407
Steward Partners Investment Advisory
New York
$92.4K +$243 +11 +0.3%
SIM
408
Sentry Investment Management
Wisconsin
$84K
PPWM
409
PFG Private Wealth Management
Florida
$84K +$86.2K +3,901 New
EI
410
Ellevest Inc
New York
$81.2K +$14.7K +667 +21%
S
411
SignatureFD
Georgia
$80.8K +$28.5K +1,291 +52%
Northwestern Mutual Wealth Management
412
Northwestern Mutual Wealth Management
Wisconsin
$80.8K -$10K -454 -11%
FA
413
Fortis Advisors
Pennsylvania
$80K
HI
414
Harbour Investments
Wisconsin
$75.2K -$3.91K -177 -5%
IA
415
IFP Advisors
Florida
$73K -$40K -1,813 -50%
HWA
416
Heritage Wealth Advisors
Virginia
$64.4K
AF
417
Allworth Financial
California
$62.4K -$18K -817 -22%
ASN
418
Advisory Services Network
Georgia
$62.2K -$525K -23,789 -89%
PCM
419
Penserra Capital Management
California
$60K +$1.32K +60 +2%
Dimensional Fund Advisors
420
Dimensional Fund Advisors
Texas
$54.9K -$883K -39,999 -2%
TFA
421
Toth Financial Advisory
Virginia
$53.6K -$1.1K -50 -2%
Credit Agricole
422
Credit Agricole
France
$53.6K
CTC
423
Central Trust Company
Missouri
$52.5K
MA
424
Montag & Associates
Georgia
$51.4K
Federated Hermes
425
Federated Hermes
Pennsylvania
$51.2K -$132K -5,975 -71%

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.