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Gen Digital

532 hedge funds and large institutions have $9.19B invested in Gen Digital in 2023 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 165 increasing their positions, 217 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $48.2M | Put options by funds: $16.1M

40% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 43

3% more funds holding

Funds holding: 518532 (+14)

0.78% less ownership

Funds ownership: 81.88%81.1% (-0.78%)

5% less capital invested

Capital invested by funds: $9.69B → $9.19B (-$495M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

24% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 217

Holders
532
Holders Change
+14
Holders Change %
+2.7%
% of All Funds
8.44%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
60
Increased
165
Reduced
217
Closed
43
Calls
$48.2M
Puts
$16.1M
Net Calls
+$32.1M
Net Calls Change
+$3.96M
Name Holding Trade Value Shares
Change
Change in
Stake
PB
426
Pinnacle Bancorp
Nebraska
$36.6K +$29.3K +1,500 +263%
HGERS
427
Householder Group Estate & Retirement Specialist
Arizona
$36.5K +$40.3K +2,066 New
CT
428
Caldwell Trust
Florida
$34K +$34K +1,744 +969%
GWSA
429
Global Wealth Strategies & Associates
Colorado
$33.9K
GRP
430
Global Retirement Partners
California
$33.1K +$293 +15 +0.8%
NA
431
NewEdge Advisors
Louisiana
$31.9K +$156 +8 +0.4%
HNB
432
Huntington National Bank
Ohio
$31.3K -$23.5K -1,204 -40%
WT
433
Whittier Trust
California
$30.3K
CAS
434
Coppell Advisory Solutions
Texas
$28.3K +$16.2K +830 +170%
SSB
435
Sandy Spring Bank
Maryland
$28.1K
WBC
436
Westpac Banking Corp
Australia
$26.4K -$144K -7,389 -83%
PPWM
437
PFG Private Wealth Management
Florida
$25.1K -$54.2K -2,779 -66%
CT
438
Colonial Trust
South Carolina
$25K
HIIFS
439
Harel Insurance Investments & Financial Services
Israel
$23K -$2.62K -134 -9%
LS
440
Livforsakringsbolaget Skandia
Sweden
$22K
WTC
441
WhitTier Trust Company
Nevada
$21.9K
LFG
442
Larson Financial Group
Missouri
$21.6K -$20 -1 -0.1%
JWA
443
JFS Wealth Advisors
Pennsylvania
$21.5K +$1.09K +56 +5%
QCG
444
Quadrant Capital Group
Ohio
$21.4K +$293 +15 +1%
RA
445
Rise Advisors
New York
$20.9K +$23K +1,181 New
OP
446
ORG Partners
Indiana
$20K -$20 -1 -0.1%
Kayne Anderson Rudnick Investment Management
447
Kayne Anderson Rudnick Investment Management
California
$19K
LC
448
Lindbrook Capital
California
$18.6K -$215 -11 -1%
TCOV
449
Trust Company of Vermont
Vermont
$17.7K
TC
450
Truvestments Capital
Florida
$16.4K

GEN Hedge Fund Activity: Q3 2023 in Review

532 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q3 2023, worth a combined $9.19B — down 5.1% from $9.69B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new GEN positions and 43 closed out — a net gain of 17 holders — while 165 added to existing stakes and 217 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $83.9M. The largest seller was AllianceBernstein, cutting an estimated $81.7M.

  • 532 institutional investors held Gen Digital (GEN) as of Q3 2023, up from 518 in Q2 2023.
  • Funds reported $9.19B of Gen Digital stock for Q3 2023, down 5.1% quarter-over-quarter.
  • 60 funds opened new Gen Digital positions in Q3 2023 and 43 closed out, a net change of +17 holders.
  • The largest Gen Digital buyer in Q3 2023 was LSV Asset Management, an estimated $83.9M added.
  • The largest Gen Digital seller in Q3 2023 was AllianceBernstein, an estimated $81.7M sold.

Based on aggregated 13F filings for Q3 2023.