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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
HI
451
Harbour Investments
Wisconsin
$81K +$90.6K +3,687 New
WTC
452
WhitTier Trust Company
Nevada
$73K +$8.73K +355 +12%
Capstone Investment Advisors
453
Capstone Investment Advisors
New York
$69K +$77.2K +3,140 New
HWA
454
Heritage Wealth Advisors
Virginia
$66K
EI
455
Ellevest Inc
New York
$61K +$58.4K +2,374 +609%
VVP
456
Venture Visionary Partners
Ohio
$60.4K +$67.6K +2,750 New
PCM
457
Penserra Capital Management
California
$59K +$57.6K +2,344 +630%
AF
458
Allworth Financial
California
$58K +$16.8K +683 +35%
Credit Agricole
459
Credit Agricole
France
$55K
TFA
460
Toth Financial Advisory
Virginia
$55K
CTC
461
Central Trust Company
Missouri
$54K
MA
462
Montag & Associates
Georgia
$53K -$59K -2,400 -50%
MHR
463
Matthew Hamilton Rosenberg
$53K +$26.4K +1,073 +83%
GRP
464
Global Retirement Partners
California
$51K +$49 +2 +0.1%
S
465
SignatureFD
Georgia
$51K +$9.32K +379 +20%
CA
466
CoreCap Advisors
Michigan
$49K +$55K +2,238 New
DCM
467
Dupont Capital Management
Delaware
$44K -$7.87K -320 -14%
PFS
468
Prospera Financial Services
Texas
$40K -$10.7K -434 -19%
WT
469
Whittier Trust
California
$39K -$12.6K -514 -23%
DGAM
470
Desjardins Global Asset Management
Quebec, Canada
$38K
NICM
471
Neo Ivy Capital Management
New York
$36K -$248K -10,091 -86%
A
472
AustralianSuper
Australia
$34.4K +$10.8M +438,282 +39%
AS
473
Altshuler Shaham
Israel
$34K -$3.27K -133 -8%
SSB
474
Sandy Spring Bank
Maryland
$33K -$3.22K -131 -8%
EC
475
Elequin Capital
New York
$31K -$615 -25 -2%

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.