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Gen Digital

514 hedge funds and large institutions have $10.8B invested in Gen Digital in 2020 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 192 increasing their positions, 177 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $96.9M | Put options by funds: $75M

27% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 60

8% more capital invested

Capital invested by funds: $10B → $10.8B (+$771M)

3.29% more ownership

Funds ownership: 89.39%92.68% (+3.3%)

3% more funds holding

Funds holding: 499514 (+15)

8% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 177

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
514
Holders Change
+15
Holders Change %
+3.01%
% of All Funds
10.54%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
76
Increased
192
Reduced
177
Closed
60
Calls
$96.9M
Puts
$75M
Net Calls
+$22M
Net Calls Change
+$4.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Credit Agricole
426
Credit Agricole
France
$50K
CFB
427
Cullen/Frost Bankers
Texas
$48K +$42K +2,064 +614%
WTC
428
WhitTier Trust Company
Nevada
$47K
TPCW
429
TD Private Client Wealth
New York
$46.8K +$1.55K +76 +3%
TWA
430
TCI Wealth Advisors
Arizona
$45K -$3.85K -189 -8%
ED
431
Exane Derivatives
France
$44.8K
Northwestern Mutual Wealth Management
432
Northwestern Mutual Wealth Management
Wisconsin
$44K -$3.79K -186 -8%
CAW
433
Cornerstone Advisors (Washington)
Washington
$42K +$19.1K +939 +78%
Acadian Asset Management
434
Acadian Asset Management
Massachusetts
$41K +$42.4K +2,083 New
EFSCE
435
Enterprise Financial Services Corp (EFSC)
Missouri
$40K +$21.7K +1,065 +114%
WAM
436
Wolverine Asset Management
Illinois
$40K +$32.6K +1,599 +361%
LWM
437
Liberty Wealth Management
California
$39K -$3.89K -191 -9%
CFG
438
Citizens Financial Group
Rhode Island
$34K +$13.3K +652 +61%
HFA
439
Hoover Financial Advisors
Pennsylvania
$33K +$34.1K +1,673 New
IA
440
IndexIQ Advisors
New York
$32K +$29.2K +1,432 +716%
PA
441
Procyon Advisors
Connecticut
$31K
MCM
442
Manchester Capital Management
Vermont
$30K
OIA
443
Optimum Investment Advisors
Illinois
$30K
SSB
444
Sandy Spring Bank
Maryland
$30K
IA
445
IFP Advisors
Florida
$28K -$6.86K -337 -19%
BBHC
446
Brown Brothers Harriman & Co
New York
$28K +$28.2K +1,383 +3,458%
NIMC
447
NWQ Investment Management Company
California
$27.3K +$2.5M +122,744 +10%
MHR
448
Matthew Hamilton Rosenberg
$26K +$26.5K +1,300 New
CYG
449
Clean Yield Group
Vermont
$23K -$9.91K -487 -30%
PFGIA
450
Patriot Financial Group Insurance Agency
Massachusetts
$23K -$651 -32 -3%

GEN Hedge Fund Activity: Q2 2020 in Review

514 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q2 2020, worth a combined $10.8B — up 7.7% from $10B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new GEN positions and 60 closed out — a net gain of 16 holders — while 192 added to existing stakes and 177 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $161M. The largest seller was Goldman Sachs, cutting an estimated $161M.

  • 514 institutional investors held Gen Digital (GEN) as of Q2 2020, up from 499 in Q1 2020.
  • Funds reported $10.8B of Gen Digital stock for Q2 2020, up 7.7% quarter-over-quarter.
  • 76 funds opened new Gen Digital positions in Q2 2020 and 60 closed out, a net change of +16 holders.
  • The largest Gen Digital buyer in Q2 2020 was Fidelity Investments, an estimated $161M added.
  • The largest Gen Digital seller in Q2 2020 was Goldman Sachs, an estimated $161M sold.

Based on aggregated 13F filings for Q2 2020.