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Gen Digital
GEN

Overview Fund Activity

529 hedge funds and large institutions have $9.09B invested in Gen Digital in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 185 increasing their positions, 210 reducing their positions, and 64 closing their positions.

Holders
529
Holders Change
-12
Holders Change %
-2.22%
% of All Funds
8.47%
Holding in Top 10
5
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-54.55%
% of All Funds
0.08%
New
59
Increased
185
Reduced
210
Closed
64
Calls
$26.9M
Puts
$17.1M
Net Calls
+$9.88M
Net Calls Change
+$21.9M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$162M
2
Franklin Resources
2
Franklin Resources
California
$204M
3
State Street
3
State Street
Massachusetts
$506M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$452M
5
Invesco
5
Invesco
Georgia
$140M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$49.4M
2
PAMS
2
Pictet Asset Management (Switzerland)
Switzerland
$123M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$56.4M
4
AIM
4
Achmea Investment Management
Netherlands
$2.91M
5
A
5
AustralianSuper
Australia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DGAM
401
Desjardins Global Asset Management
Quebec, Canada
$72K 4,195 +2,284 +120%
PPWM
402
PFG Private Wealth Management
Florida
$68.1K 3,969 +68 +2%
Fifth Third Bancorp
403
Fifth Third Bancorp
Ohio
$66.7K 3,885 -5,259 -58%
Northwestern Mutual Wealth Management
404
Northwestern Mutual Wealth Management
Wisconsin
$66.6K 3,882 +111 +3%
SIM
405
Sentry Investment Management
Wisconsin
$65K 3,789 -113 -3%
Loomis, Sayles & Company
406
Loomis, Sayles & Company
Massachusetts
$61K 3,546 -12,857 -78%
HI
407
Harbour Investments
Wisconsin
$59.4K 3,459 -51 -1%
EI
408
Ellevest Inc
New York
$59K 3,441 -349 -9%
WP
409
WealthPLAN Partners
Nebraska
$57.7K 3,362 +3,362 New
HWA
410
Heritage Wealth Advisors
Virginia
$51.6K 3,005 – –
ASN
411
Advisory Services Network
Georgia
$50.8K 2,958 +54 +2%
TFA
412
Toth Financial Advisory
Virginia
$48.1K 2,804 +304 +12%
PCM
413
Penserra Capital Management
California
$48K 2,812 -36 -1%
HNB
414
Huntington National Bank
Ohio
$46.2K 2,694 -1,756 -39%
Credit Agricole
415
Credit Agricole
France
$42.9K 2,500 – –
CTC
416
Central Trust Company
Missouri
$41.2K 2,400 -51 -2%
MA
417
Montag & Associates
Georgia
$41.2K 2,400 – –
MHR
418
Matthew Hamilton Rosenberg
$40.7K 2,373 – –
ONST
419
Old North State Trust
North Carolina
$38K 2,186 +875 +67%
HGERS
420
Householder Group Estate & Retirement Specialist
Arizona
$35K 2,066 +2,066 New
Federated Hermes
421
Federated Hermes
Pennsylvania
$33K 1,921 -466 -20%
GWSA
422
Global Wealth Strategies & Associates
Colorado
$32.9K 1,917 +1,917 New
GRP
423
Global Retirement Partners
California
$32.1K 1,916 -198 -9%
NA
424
NewEdge Advisors
Louisiana
$30.8K 1,797 -12,175 -87%
WT
425
Whittier Trust
California
$30.1K 1,756 – –
15 16
17
18 19