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Gen Digital
GEN

Overview Fund Activity

518 hedge funds and large institutions have $19.4B invested in Gen Digital in 2017 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 155 increasing their positions, 201 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
–
Holders Change %
0%
% of All Funds
12.93%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.32%
New
62
Increased
155
Reduced
201
Closed
56
Calls
$311M
Puts
$204M
Net Calls
+$107M
Net Calls Change
-$271M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.28B
2
OAG
Orbis Allan Gray
Bermuda
$235M
3
SIM
SRS Investment Management
New York
$228M
4
KCM
Kensico Capital Management
Connecticut
$225M
5
CGI
CI Global Investments
California
$350M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
$0
2
Coatue Management
Coatue Management
New York
$262M
3
Franklin Resources
Franklin Resources
California
$951M
4
Wells Fargo
Wells Fargo
California
$63.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
RE
426
RBC Europe
United Kingdom
$127K +$127K +3,875 New
AIM
427
Anchor Investment Management
South Carolina
$102K – – –
CTC
428
Central Trust Company
Missouri
$100K -$3.03K -92 -3%
TCOV
429
Trust Company of Vermont
Vermont
$98K -$10.3K -312 -9%
DSC
430
Duncker Streett & Co
Missouri
$98K – – –
VIM
431
Veritas Investment Management
United Kingdom
$95K – – –
BC
432
Bartlett & Co
Ohio
$95K – – –
PA
433
Parallel Advisors
California
$87K +$72.3K +2,572 +490%
RFA
434
Reilly Financial Advisors
California
$85K – – –
DCM
435
Dupont Capital Management
Delaware
$79K – – –
WTB
436
Washington Trust Bank
Washington
$79K +$46.1K +1,400 +140%
MSFP
437
Mark Sheptoff Financial Planning
Connecticut
$69K – – –
Acadian Asset Management
438
Acadian Asset Management
Massachusetts
$68K – – –
WB
439
Webster Bank
Connecticut
$66K – – –
BRC
440
Bell Rock Capital
Delaware
$66K +$66K +2,000 New
MIFH
441
Migdal Insurance & Financial Holdings
Israel
$62K -$342K -7,421 -85%
NFG
442
Next Financial Group
Texas
$60K +$29.2K +900 +95%
WOC
443
West Oak Capital
California
$59.1K +$49.2K +1,500 +500%
ASN
444
Advisory Services Network
Georgia
$55K -$74.2K -2,256 -57%
MCM
445
Manchester Capital Management
Vermont
$50K – – –
SQA
446
Simon Quick Advisors
New Jersey
$50K +$50K +1,539 New
GLI
447
Guardian Life Insurance
New York
$46K +$1.08K +33 +2%
CAL
448
Capital Advisors Ltd
Ohio
$43K – – –
JFA
449
JNBA Financial Advisors
Minnesota
$33K – – –
PWM
450
Perigon Wealth Management
California
$33K – – –
16 17
18
19 20