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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
Kayne Anderson Rudnick Investment Management
451
Kayne Anderson Rudnick Investment Management
California
$23K
KPW
452
Kore Private Wealth
New York
$22K -$1.79K -88 -7%
Carson Wealth (CWM LLC)
453
Carson Wealth (CWM LLC)
Nebraska
$22K
AIM
454
AIA Investment Management
Singapore
$22K +$22.8K +1,121 New
HI
455
Human Investing
Oregon
$20K -$4.28K -210 -17%
DOA
456
D'Orazio & Associates
Virginia
$20K
TCOV
457
Trust Company of Vermont
Vermont
$20K
SIAP
458
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$20K +$143 +7 +0.7%
TC
459
Truvestments Capital
Florida
$17K +$102 +5 +0.6%
PCM
460
Penserra Capital Management
California
$16K -$20 -1 -0.1%
QCG
461
Quadrant Capital Group
Ohio
$14K -$1.89K -93 -11%
JWA
462
JFS Wealth Advisors
Pennsylvania
$13K
1IA
463
1834 Investment Advisors
Wisconsin
$11K
JCM
464
Jacobi Capital Management
Pennsylvania
$10K
GAM
465
Gemmer Asset Management
California
$9K
SPIA
466
Steward Partners Investment Advisory
New York
$9K +$4.74K +233 +117%
ST
467
Smithfield Trust
Pennsylvania
$9K +$9.37K +460 New
EARNEST Partners
468
EARNEST Partners
Georgia
$8K
TFO
469
Tarbox Family Office
California
$8K +$102 +5 +1%
FPB
470
First PREMIER Bank
South Dakota
$7K
SLF
471
Sun Life Financial
Ontario, Canada
$7K +$81 +4 +1%
CI
472
CX Institutional
Indiana
$7K +$6.55K +322 +947%
FMII
473
Farmers & Merchants Investments Inc
Nebraska
$7K +$6.7K +329 New
AS
474
Altshuler Shaham
Israel
$7K +$6.78K +333 New
SIAS
475
Shine Investment Advisory Services
Colorado
$6K

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.