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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
TC
451
Truvestments Capital
Florida
$19.6K +$110 +5 +0.6%
BAM
452
Belpointe Asset Management
Nevada
$18.5K +$19K +862 New
KFS
453
Kelly Financial Services
Massachusetts
$17.8K +$110 +5 +0.6%
TPCW
454
TD Private Client Wealth
New York
$16.4K +$4.26K +193 +34%
SVCP
455
Silicon Valley Capital Partners
California
$16.2K +$16.7K +754 New
MPWT
456
MassMutual Private Wealth & Trust
Connecticut
$16K -$251K -11,384 -94%
GIA
457
GHP Investment Advisors
Colorado
$15.1K +$44 +2 +0.3%
WT
458
Washington Trust
Rhode Island
$14.5K +$839 +38 +6%
CP
459
Castleview Partners
Texas
$14K
CG
460
Cutler Group
California
$12K -$44.9K -2,031 -78%
HBW
461
Hazlett, Burt & Watson
West Virginia
$12K
C
462
Covestor
United Kingdom
$12K +$133 +6 +1%
IFAM
463
Institutional & Family Asset Management
Colorado
$11.5K
CTA
464
Colonial Trust Advisors
South Carolina
$11K +$11.4K +514 New
BTI
465
Blue Trust Inc
Georgia
$11K +$3.53K +160 +38%
AWM
466
Accurate Wealth Management
Florida
$10.8K +$11K +500 New
LFA
467
Legend Financial Advisors
Pennsylvania
$10.7K
CSPAM
468
Cary Street Partners Asset Management
Virginia
$10.7K
DCP
469
Distillate Capital Partners
Illinois
$10.4K +$10.7K +483 New
FGAM
470
Financial Gravity Asset Management
Texas
$9.58K -$3.47K -157 -87%
PB
471
Pinnacle Bancorp
Nebraska
$9K
SA
472
SRH Advisors
Kansas
$9K
TSWM
473
Tyler-Stone Wealth Management
Ohio
$9K
FFA
474
Farther Finance Advisors
California
$8.87K +$9.14K +414 New
ACA
475
Atlas Capital Advisors
Wyoming
$8.72K

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.