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Gen Digital

578 hedge funds and large institutions have $11.9B invested in Gen Digital in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 219 increasing their positions, 217 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

1% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 217

4% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 72

2% less funds holding

Funds holding: 591578 (-13)

5.15% less ownership

Funds ownership: 98.66%93.51% (-5.2%)

22% less capital invested

Capital invested by funds: $15.2B → $11.9B (-$3.33B)

29% less call options, than puts

Call options by funds: $51.9M | Put options by funds: $73.4M

Holders
578
Holders Change
-13
Holders Change %
-2.2%
% of All Funds
9.74%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.2%
New
69
Increased
219
Reduced
217
Closed
72
Calls
$51.9M
Puts
$73.4M
Net Calls
-$21.5M
Net Calls Change
-$61.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
426
Lazard Asset Management
New York
$181K -$23.5K -956 -10%
QC
427
Quent Capital
New York
$180K -$8.7K -354 -4%
HFM
428
Harvest Fund Management
China
$177K
AIP
429
Ameritas Investment Partners
Nebraska
$173K
NIM
430
NuWave Investment Management
New Jersey
$172K +$67.9K +2,763 +55%
BLC
431
Brown, Lisle/Cummings
Rhode Island
$171K
PA
432
Parallel Advisors
California
$170K -$2.02K -82 -1%
IA
433
IFP Advisors
Florida
$164K
GCM
434
Gladius Capital Management
Illinois
$163K -$395K -16,056 -68%
FMLI
435
Fukoku Mutual Life Insurance
Japan
$147K
SOW
436
State of Wyoming
Wyoming
$147K +$111K +4,511 +205%
MA
437
MUFG Americas
New York
$144K -$21.6K -880 -12%
Fifth Third Bancorp
438
Fifth Third Bancorp
Ohio
$142K -$47K -1,911 -23%
BWM
439
Baystate Wealth Management
Massachusetts
$139K +$156K +6,347 New
WI
440
Wahed Invest
New York
$133K +$148K +6,035 New
LS
441
Livforsakringsbolaget Skandia
Sweden
$131K -$86.1K -3,500 -37%
CT
442
Cambridge Trust
Massachusetts
$125K +$140K +5,706 New
HNB
443
Huntington National Bank
Ohio
$112K +$41.6K +1,694 +50%
APP
444
Alpha Paradigm Partners
Illinois
$111K +$43.2K +1,757 +53%
IRC
445
Investors Research Corp
Georgia
$101K
SPIA
446
Steward Partners Investment Advisory
New York
$98K +$7.03K +286 +7%
CP
447
Castleview Partners
Texas
$86.8K +$9.2K +374 +57%
SIM
448
Sentry Investment Management
Wisconsin
$86K -$18.7K -760 -16%
Northwestern Mutual Wealth Management
449
Northwestern Mutual Wealth Management
Wisconsin
$84K +$22.4K +913 +31%
FA
450
Fortis Advisors
Pennsylvania
$82K

GEN Hedge Fund Activity: Q2 2022 in Review

578 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q2 2022, worth a combined $11.9B — down 22% from $15.2B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of GEN and 69 opened new positions — a net loss of 3 holders — while 217 trimmed existing stakes and 219 added.

The largest buyer was Marshall Wace, opening a new position worth an estimated $230M. The largest seller was Capital World Investors, cutting an estimated $981M.

  • 578 institutional investors held Gen Digital (GEN) as of Q2 2022, down from 591 in Q1 2022.
  • Funds reported $11.9B of Gen Digital stock for Q2 2022, down 22% quarter-over-quarter.
  • 69 funds opened new Gen Digital positions in Q2 2022 and 72 closed out, a net change of -3 holders.
  • The largest Gen Digital buyer in Q2 2022 was Marshall Wace, an estimated $230M added.
  • The largest Gen Digital seller in Q2 2022 was Capital World Investors, an estimated $981M sold.

Based on aggregated 13F filings for Q2 2022.