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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
GRP
451
Global Retirement Partners
California
$45K -$7.63K -330 -14%
HIIFS
452
Harel Insurance Investments & Financial Services
Israel
$44K -$1.28M -55,472 -96%
HGERS
453
Householder Group Estate & Retirement Specialist
Arizona
$41K +$47.7K +2,064 New
WT
454
Whittier Trust
California
$35K
SSB
455
Sandy Spring Bank
Maryland
$33K +$3.58K +155 +10%
DCM
456
Dupont Capital Management
Delaware
$32K -$9.18K -397 -20%
A
457
AustralianSuper
Australia
$30.3K -$1.4M -60,525 -4%
DGAM
458
Desjardins Global Asset Management
Quebec, Canada
$30K -$5.53K -239 -14%
LS
459
Livforsakringsbolaget Skandia
Sweden
$25K -$109K -4,700 -79%
JWA
460
JFS Wealth Advisors
Pennsylvania
$25K -$2.87K -124 -9%
CCA
461
Column Capital Advisors
Indiana
$25K
NICM
462
Neo Ivy Capital Management
New York
$24K -$10.1K -435 -26%
LFG
463
Larson Financial Group
Missouri
$24K +$92 +4 +0.3%
Kayne Anderson Rudnick Investment Management
464
Kayne Anderson Rudnick Investment Management
California
$22K -$671 -29 -3%
WTC
465
WhitTier Trust Company
Nevada
$21K -$52.6K -2,274 -68%
KFI
466
Key Financial Inc
Pennsylvania
$20K
SAM
467
Strategic Asset Management
Minnesota
$20K
TCOV
468
Trust Company of Vermont
Vermont
$20K
WTA
469
Washington Trust Advisors
Massachusetts
$20K +$1.9K +82 +9%
Bank of Montreal
470
Bank of Montreal
Ontario, Canada
$19.2K -$1.35M -58,510 -6%
TC
471
Truvestments Capital
Florida
$18K +$116 +5 +0.6%
QCG
472
Quadrant Capital Group
Ohio
$18K +$324 +14 +2%
KFS
473
Kelly Financial Services
Massachusetts
$16.6K +$92 +4 +0.5%
GIA
474
GHP Investment Advisors
Colorado
$14K +$46 +2 +0.3%
CP
475
Castleview Partners
Texas
$13K -$8.65K -374 -36%

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.