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Gen Digital

544 hedge funds and large institutions have $11.3B invested in Gen Digital in 2022 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 189 increasing their positions, 209 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

4% more capital invested

Capital invested by funds: $10.8B → $11.3B (+$457M)

0.14% more ownership

Funds ownership: 81.06%81.2% (+0.14%)

10% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 209

10% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 72

4% less funds holding

Funds holding: 564544 (-20)

36% less call options, than puts

Call options by funds: $21.4M | Put options by funds: $33.5M

Holders
544
Holders Change
-20
Holders Change %
-3.55%
% of All Funds
8.74%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
65
Increased
189
Reduced
209
Closed
72
Calls
$21.4M
Puts
$33.5M
Net Calls
-$12M
Net Calls Change
+$5.13M
Name Holding Trade Value Shares
Change
Change in
Stake
MHR
426
Matthew Hamilton Rosenberg
$50.9K
DCM
427
Dupont Capital Management
Delaware
$49.8K +$16K +725 +45%
HIIFS
428
Harel Insurance Investments & Financial Services
Israel
$46K -$552 -25 -1%
GRP
429
Global Retirement Partners
California
$45.3K +$2.65K +120 +6%
DGAM
430
Desjardins Global Asset Management
Quebec, Canada
$40K +$8.63K +391 +26%
CSPIA
431
Cary Street Partners Investment Advisory
Virginia
$39.3K +$40.5K +1,834 New
WT
432
Whittier Trust
California
$37.6K
MCC
433
Money Concepts Capital
Florida
$34.4K +$35.4K +1,603 New
SSB
434
Sandy Spring Bank
Maryland
$32.3K -$3.42K -155 -9%
CA
435
CoreCap Advisors
Michigan
$30K +$31K +1,402 New
CAS
436
Coppell Advisory Solutions
Texas
$28.3K +$29.1K +1,319 New
CASC
437
Coppell Advisory Solutions Corp
Texas
$28.3K +$29.1K +1,319 New
ONST
438
Old North State Trust
North Carolina
$28K +$18.7K +849 +184%
CCA
439
Column Capital Advisors
Indiana
$26.9K
LS
440
Livforsakringsbolaget Skandia
Sweden
$26.7K
JWA
441
JFS Wealth Advisors
Pennsylvania
$26.6K
LFG
442
Larson Financial Group
Missouri
$26.3K +$398 +18 +1%
CT
443
Colonial Trust
South Carolina
$25.8K +$26.8K +1,214 New
WTC
444
WhitTier Trust Company
Nevada
$24.9K +$2.52K +114 +11%
Kayne Anderson Rudnick Investment Management
445
Kayne Anderson Rudnick Investment Management
California
$23.1K
QCG
446
Quadrant Capital Group
Ohio
$22.7K +$3.93K +178 +20%
SOW
447
State of Wyoming
Wyoming
$21.7K -$189K -8,557 -89%
TCOV
448
Trust Company of Vermont
Vermont
$21.4K
WTA
449
Washington Trust Advisors
Massachusetts
$20.1K -$1.02K -46 -5%
KFI
450
Key Financial Inc
Pennsylvania
$20K

GEN Hedge Fund Activity: Q4 2022 in Review

544 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q4 2022, worth a combined $11.3B — up 4.2% from $10.8B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of GEN and 65 opened new positions — a net loss of 7 holders — while 209 trimmed existing stakes and 189 added.

The largest buyer was BlackRock, adding an estimated $141M. The largest seller was Boston Partners, cutting an estimated $111M.

  • 544 institutional investors held Gen Digital (GEN) as of Q4 2022, down from 564 in Q3 2022.
  • Funds reported $11.3B of Gen Digital stock for Q4 2022, up 4.2% quarter-over-quarter.
  • 65 funds opened new Gen Digital positions in Q4 2022 and 72 closed out, a net change of -7 holders.
  • The largest Gen Digital buyer in Q4 2022 was BlackRock, an estimated $141M added.
  • The largest Gen Digital seller in Q4 2022 was Boston Partners, an estimated $111M sold.

Based on aggregated 13F filings for Q4 2022.