We are live on ! Find out more
GEN icon

Gen Digital

564 hedge funds and large institutions have $10.8B invested in Gen Digital in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 262 increasing their positions, 169 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 169

2% less funds holding

Funds holding: 578564 (-14)

9% less capital invested

Capital invested by funds: $11.9B → $10.8B (-$1.05B)

12.45% less ownership

Funds ownership: 93.51%81.06% (-12%)

16% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 64

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

31% less call options, than puts

Call options by funds: $38.2M | Put options by funds: $55.3M

Holders
564
Holders Change
-14
Holders Change %
-2.42%
% of All Funds
9.72%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.17%
New
54
Increased
262
Reduced
169
Closed
64
Calls
$38.2M
Puts
$55.3M
Net Calls
-$17.1M
Net Calls Change
+$4.31M
Name Holding Trade Value Shares
Change
Change in
Stake
WI
426
Wahed Invest
New York
$133K +$12.8K +555 +9%
MA
427
MUFG Americas
New York
$132K
NIM
428
NuWave Investment Management
New Jersey
$130K -$31.6K -1,368 -18%
BWM
429
Baystate Wealth Management
Massachusetts
$129K +$786 +34 +0.5%
IA
430
IFP Advisors
Florida
$126K -$55.2K -2,386 -40%
CT
431
Cambridge Trust
Massachusetts
$115K
IRC
432
Investors Research Corp
Georgia
$93K
HNB
433
Huntington National Bank
Ohio
$89K -$15.3K -662 -13%
SPIA
434
Steward Partners Investment Advisory
New York
$87K -$3.28K -142 -3%
Northwestern Mutual Wealth Management
435
Northwestern Mutual Wealth Management
Wisconsin
$84K +$8.97K +388 +10%
HI
436
Harbour Investments
Wisconsin
$81K
SIM
437
Sentry Investment Management
Wisconsin
$79K
HFM
438
Harvest Fund Management
China
$76K -$98.4K -4,255 -53%
FA
439
Fortis Advisors
Pennsylvania
$75K
AF
440
Allworth Financial
California
$75K +$25.5K +1,101 +42%
EI
441
Ellevest Inc
New York
$63K +$8.3K +359 +13%
HWA
442
Heritage Wealth Advisors
Virginia
$60.5K
PCM
443
Penserra Capital Management
California
$56K +$1.67K +72 +3%
CG
444
Cutler Group
California
$52K -$150K -6,478 -71%
TFA
445
Toth Financial Advisory
Virginia
$51K +$1.16K +50 +2%
Credit Agricole
446
Credit Agricole
France
$50K
S
447
SignatureFD
Georgia
$50K +$4.09K +177 +8%
CTC
448
Central Trust Company
Missouri
$49K
MHR
449
Matthew Hamilton Rosenberg
$48K
MA
450
Montag & Associates
Georgia
$48K

GEN Hedge Fund Activity: Q3 2022 in Review

564 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q3 2022, worth a combined $10.8B — down 8.9% from $11.9B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of GEN and 54 opened new positions — a net loss of 10 holders — while 169 trimmed existing stakes and 262 added.

The largest buyer was VOYA Investment Management, adding an estimated $211M. The largest seller was Allianz Asset Management, cutting an estimated $220M.

  • 564 institutional investors held Gen Digital (GEN) as of Q3 2022, down from 578 in Q2 2022.
  • Funds reported $10.8B of Gen Digital stock for Q3 2022, down 8.9% quarter-over-quarter.
  • 54 funds opened new Gen Digital positions in Q3 2022 and 64 closed out, a net change of -10 holders.
  • The largest Gen Digital buyer in Q3 2022 was VOYA Investment Management, an estimated $211M added.
  • The largest Gen Digital seller in Q3 2022 was Allianz Asset Management, an estimated $220M sold.

Based on aggregated 13F filings for Q3 2022.