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Gen Digital
GEN

Overview Fund Activity

497 hedge funds and large institutions have $12.7B invested in Gen Digital in 2019 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 149 increasing their positions, 183 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
+29
Holders Change %
+6.2%
% of All Funds
10.92%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.31%
New
86
Increased
149
Reduced
183
Closed
55
Calls
$213M
Puts
$195M
Net Calls
+$18.4M
Net Calls Change
+$34.8M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.12B
2
Boston Partners
Boston Partners
Massachusetts
$258M
3
SV
Starboard Value
New York
$1.02B
4
DKCM
Davidson Kempner Capital Management
New York
$87M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$306M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.21B
2
Nomura Holdings
Nomura Holdings
Japan
$0
3
AQR Capital Management
AQR Capital Management
Connecticut
$9.25M
4
UBS Group
UBS Group
Switzerland
$230M
5
Wells Fargo
Wells Fargo
California
$23.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
426
Advisory Services Network
Georgia
$24K – – –
DOA
427
D'Orazio & Associates
Virginia
$24K – – –
TCOV
428
Trust Company of Vermont
Vermont
$24K – – –
AAM
429
Advisors Asset Management
Colorado
$23K -$105K -4,521 -82%
AIM
430
Advantage Investment Management
Iowa
$23K +$23K +990 New
Carson Wealth (CWM LLC)
431
Carson Wealth (CWM LLC)
Nebraska
$22K – – –
CAW
432
Cornerstone Advisors (Washington)
Washington
$20K +$12.9K +539 +182%
ST
433
Smithfield Trust
Pennsylvania
$18K – – –
JWA
434
JFS Wealth Advisors
Pennsylvania
$15K – – –
MUS
435
Mitsubishi UFJ Securities
Japan
$14K – – –
KTC
436
Kistler-Tiffany Companies
Pennsylvania
$14K – – –
1IA
437
1834 Investment Advisors
Wisconsin
$13K – – –
PFGIA
438
Patriot Financial Group Insurance Agency
Massachusetts
$12K -$1.42K -60 -11%
EFSCE
439
Enterprise Financial Services Corp (EFSC)
Missouri
$12K – – –
JCM
440
Jacobi Capital Management
Pennsylvania
$12K – – –
PFBT
441
Parkside Financial Bank & Trust
Missouri
$12K +$1.12K +49 +10%
BCA
442
Berman Capital Advisors
Georgia
$12K +$3.5K +148 +41%
TC
443
Truvestments Capital
Florida
$12K +$12K +501 New
PRC
444
Pearl River Capital
Michigan
$12K +$12K +510 New
SLF
445
Sun Life Financial
Ontario, Canada
$11K -$1.21K -51 -10%
GAM
446
Gemmer Asset Management
California
$11K – – –
TFO
447
Tarbox Family Office
California
$11K – – –
BIMC
448
Benson Investment Management Company
Virginia
$10K – – –
SFS
449
Sowell Financial Services
Arkansas
$10K +$10K +421 New
PCM
450
Penserra Capital Management
California
$10K +$10K +435 New
16 17
18
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