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Gen Digital

469 hedge funds and large institutions have $12.3B invested in Gen Digital in 2019 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 159 increasing their positions, 175 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.99% more ownership

Funds ownership: 89.67%91.66% (+2%)

9% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 175

5% less funds holding

Funds holding: 493469 (-24)

7% less capital invested

Capital invested by funds: $13.1B → $12.3B (-$857M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

24% less call options, than puts

Call options by funds: $51.8M | Put options by funds: $68.2M

26% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 73

Holders
469
Holders Change
-24
Holders Change %
-4.87%
% of All Funds
10.19%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.17%
New
54
Increased
159
Reduced
175
Closed
73
Calls
$51.8M
Puts
$68.2M
Net Calls
-$16.4M
Net Calls Change
-$81.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ZB
426
Zions Bancorporation
Utah
$7K +$709 +33 +12%
CAW
427
Cornerstone Advisors (Washington)
Washington
$6K -$16.7K -778 -72%
PCP
428
Proficio Capital Partners
Massachusetts
$6K +$4.43K +206 +294%
FIA
429
FNY Investment Advisers
New York
$6K +$6.02K +280 New
FPFS
430
First Personal Financial Services
North Carolina
$5K +$795 +37 +19%
TPWA
431
TRUE Private Wealth Advisors
Oregon
$5K +$5.91K +275 New
CAGAS
432
Capital Advisory Group Advisory Services
Minnesota
$4K
GSWM
433
Golden State Wealth Management
California
$4K
TFS
434
TrustCore Financial Services
Tennessee
$4K
VFA
435
Valeo Financial Advisors
Indiana
$4K
YWP
436
YorkBridge Wealth Partners
New York
$4K
VCM
437
Versant Capital Management
Arizona
$4K +$1.38K +64 +48%
SCA
438
Stonebridge Capital Advisors
Minnesota
$4K +$4.21K +196 New
DWM
439
Doyle Wealth Management
Florida
$4K +$4.3K +200 New
JFA
440
JNBA Financial Advisors
Minnesota
$4K +$4.3K +200 New
SWA
441
Sutton Wealth Advisors
Florida
$3.79K
OC
442
Oakworth Capital
Alabama
$3K
SIM
443
Sonora Investment Management
Arizona
$3K
NIM
444
NuWave Investment Management
New Jersey
$3K +$3.38K +157 New
RA
445
Rational Advisors
New York
$3K +$3.38K +157 New
GT
446
Glenmede Trust
Pennsylvania
$2.34K -$4.2M -195,559 -65%
APA
447
American Portfolios Advisors
New York
$2.18K
BFEC
448
Benjamin F. Edwards & Company
Missouri
$2K
CIAS
449
Capital Investment Advisory Services
North Carolina
$2K
TCM
450
TD Capital Management
Tennessee
$2K

GEN Hedge Fund Activity: Q2 2019 in Review

469 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q2 2019, worth a combined $12.3B — down 6.5% from $13.1B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of GEN and 54 opened new positions — a net loss of 19 holders — while 175 trimmed existing stakes and 159 added.

The largest buyer was UBS Group, adding an estimated $312M. The largest seller was CI Investments Inc, cutting an estimated $161M.

  • 469 institutional investors held Gen Digital (GEN) as of Q2 2019, down from 493 in Q1 2019.
  • Funds reported $12.3B of Gen Digital stock for Q2 2019, down 6.5% quarter-over-quarter.
  • 54 funds opened new Gen Digital positions in Q2 2019 and 73 closed out, a net change of -19 holders.
  • The largest Gen Digital buyer in Q2 2019 was UBS Group, an estimated $312M added.
  • The largest Gen Digital seller in Q2 2019 was CI Investments Inc, an estimated $161M sold.

Based on aggregated 13F filings for Q2 2019.