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Gen Digital
GEN

Overview Fund Activity

493 hedge funds and large institutions have $15.3B invested in Gen Digital in 2018 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 171 increasing their positions, 171 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
493
Holders Change
-25
Holders Change %
-4.83%
% of All Funds
11.32%
Holding in Top 10
4
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-60%
% of All Funds
0.09%
New
56
Increased
171
Reduced
171
Closed
75
Calls
$80.5M
Puts
$213M
Net Calls
-$132M
Net Calls Change
-$122M

Top Buyers

1
OAG
Orbis Allan Gray
Bermuda
+$375M
2
Invesco
Invesco
Georgia
+$203M
3
Goldman Sachs
Goldman Sachs
New York
+$88.6M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$79.6M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$77.9M

Top Sellers

1
KCM
Kensico Capital Management
Connecticut
-$201M
2
SIM
SRS Investment Management
New York
-$129M
3
JSP
Jackson Square Partners
California
-$85.5M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$85.4M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$81.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
426
Cranbrook Wealth Management
Michigan
$17K – – –
MUS
427
Mitsubishi UFJ Securities
Japan
$16K – – –
KTC
428
Kistler-Tiffany Companies
Pennsylvania
$16K – – –
KA
429
Kaizen Advisory
Illinois
$16K – – –
IWM
430
IHT Wealth Management
Illinois
$16K +$25 +1 +0.2%
APP
431
Avantax Planning Partners
Iowa
$16K +$16K +615 New
EFSCE
432
Enterprise Financial Services Corp (EFSC)
Missouri
$15K – – –
1IA
433
1834 Investment Advisors
Wisconsin
$14K – – –
PFGIA
434
Patriot Financial Group Insurance Agency
Massachusetts
$14K +$51 +2 +0.4%
JCM
435
Jacobi Capital Management
Pennsylvania
$13K – – –
VFA
436
Valeo Financial Advisors
Indiana
$13K +$51 +2 +0.4%
MGIA
437
Moneta Group Investment Advisors
Missouri
$13K +$13K +505 New
GAM
438
Gemmer Asset Management
California
$12K – – –
FC
439
Ferris Capital
Massachusetts
$11K +$11K +409 New
BFEC
440
Benjamin F. Edwards & Company
Missouri
$10K -$3.89K -150 -28%
LFA
441
Legacy Financial Advisors
Kentucky
$10K – – –
EARNEST Partners
442
EARNEST Partners
Georgia
$10K – – –
GRP
443
Global Retirement Partners
California
$10K +$3.21K +125 +47%
SF
444
Synovus Financial
Georgia
$10K +$10K +400 New
CSS
445
Cubist Systematic Strategies
Connecticut
$9K -$452K -17,546 -98%
PW
446
Price Wealth
Texas
$9K -$9K -329 -50%
TFO
447
Tarbox Family Office
California
$9K -$330 -13 -4%
QCG
448
Quadrant Capital Group
Ohio
$8K -$827 -34 -9%
SWMG
449
Signature Wealth Management Group
Georgia
$8K – – –
YWP
450
YorkBridge Wealth Partners
New York
$8K +$2.67K +100 +50%
16 17
18
19 20