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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
DGAM
451
Desjardins Global Asset Management
Quebec, Canada
$16.3K -$58.3K -2,985 -76%
WTG
452
West Tower Group
Virginia
$16K +$17.7K +907 New
KFS
453
Kelly Financial Services
Massachusetts
$15K +$98 +5 +0.6%
SVCP
454
Silicon Valley Capital Partners
California
$13.6K +$98 +5 +0.7%
MAM
455
Marquette Asset Management
Minnesota
$13.4K +$2.42K +124 +20%
PWMG
456
Prestige Wealth Management Group
New Jersey
$13.4K +$351 +18 +2%
WT
457
Washington Trust
Rhode Island
$12.6K -$1.99K -102 -12%
GIA
458
GHP Investment Advisors
Colorado
$12.2K +$59 +3 +0.4%
CP
459
Castleview Partners
Texas
$11.5K
HBW
460
Hazlett, Burt & Watson
West Virginia
$10K
WWP
461
WR Wealth Planners
Missouri
$9.65K
IFAM
462
Institutional & Family Asset Management
Colorado
$9.58K
MPWT
463
MassMutual Private Wealth & Trust
Connecticut
$9.58K +$312 +16 +3%
CTA
464
Colonial Trust Advisors
South Carolina
$8.84K
BBHC
465
Brown Brothers Harriman & Co
New York
$8.5K
ACA
466
Atlas Capital Advisors
Wyoming
$7.2K
SA
467
SRH Advisors
Kansas
$7.07K
TSWM
468
Tyler-Stone Wealth Management
Ohio
$7K
FMII
469
Farmers & Merchants Investments Inc
Nebraska
$6.97K
EARNEST Partners
470
EARNEST Partners
Georgia
$6.89K
PTC
471
Private Trust Company
Ohio
$6.75K +$1.03K +53 +16%
UB
472
UMB Bank
Missouri
$6.45K
EWA
473
EverSource Wealth Advisors
Alabama
$6.35K +$156 +8 +2%
CB
474
CNB Bank
Pennsylvania
$5.52K
MAWCM
475
Mine & Arao Wealth Creation & Management
California
$5.34K

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.