We are live on ! Find out more
GEN icon

Gen Digital

519 hedge funds and large institutions have $19.4B invested in Gen Digital in 2017 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 155 increasing their positions, 202 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $311M | Put options by funds: $204M

21% more capital invested

Capital invested by funds: $16B → $19.4B (+$3.37B)

11% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 56

2.95% more ownership

Funds ownership: 93.33%96.29% (+3%)

0% more funds holding

Funds holding: 519519 (0)

23% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 202

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

Holders
519
Holders Change
Holders Change %
0%
% of All Funds
12.94%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.32%
New
62
Increased
155
Reduced
202
Closed
56
Calls
$311M
Puts
$204M
Net Calls
+$107M
Net Calls Change
-$271M
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
26
Norges Bank
Norway
$136M -$23.2M -761,766 -15%
Goldman Sachs
27
Goldman Sachs
New York
$128M -$40.9M -1,340,657 -26%
Morgan Stanley
28
Morgan Stanley
New York
$125M -$15.9M -520,031 -12%
PAMU
29
Pictet Asset Management (UK)
United Kingdom
$123M +$32M +1,049,100 +39%
Allianz Asset Management
30
Allianz Asset Management
Germany
$115M +$25.6M +838,240 +31%
Legal & General Group
31
Legal & General Group
United Kingdom
$115M -$1.62M -53,270 -2%
Los Angeles Capital Management
32
Los Angeles Capital Management
California
$106M -$99.7M -3,272,011 -50%
Select Equity Group
33
Select Equity Group
New York
$103M +$24.4M +801,521 +34%
First Trust Advisors
34
First Trust Advisors
Illinois
$90.3M -$34.8M -1,140,821 -29%
CAM
35
Contour Asset Management
New York
$89M -$19.4M -636,412 -19%
Renaissance Technologies
36
Renaissance Technologies
New York
$79.8M -$73.9M -2,424,594 -50%
PPA
37
Parametric Portfolio Associates
Washington
$79.1M +$294K +9,642 +0.4%
JP Morgan Chase
38
JP Morgan Chase
New York
$79M +$8.75M +287,144 +14%
Charles Schwab
39
Charles Schwab
California
$73.9M +$3.35M +109,897 +5%
Swiss National Bank
40
Swiss National Bank
Switzerland
$73.8M -$354K -11,600 -0.5%
CS
41
Credit Suisse
Switzerland
$72.9M +$7.13M +233,981 +12%
TGHSA
42
TPG Group Holdings (SBS) Advisors
Texas
$68.5M +$63.7M +2,088,969 New
Boston Partners
43
Boston Partners
Massachusetts
$68M +$1.17M +38,339 +2%
Bank of America
44
Bank of America
North Carolina
$65.9M -$41.6M -1,365,497 -40%
Canada Life
45
Canada Life
Manitoba, Canada
$65.3M -$2.15M -70,432 -3%
UBS AM
46
UBS AM
Illinois
$64.7M -$6.92M -226,997 -10%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$63.6M +$1.41M +46,323 +2%
Wells Fargo
48
Wells Fargo
California
$63.2M -$119M -3,894,481 -67%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$62.1M -$9.58M -314,202 -14%
Dimensional Fund Advisors
50
Dimensional Fund Advisors
Texas
$55.9M -$28.8M -946,053 -36%

GEN Hedge Fund Activity: Q3 2017 in Review

519 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q3 2017, worth a combined $19.4B — up 21% from $16B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new GEN positions and 56 closed out — a net gain of 6 holders — while 155 added to existing stakes and 202 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $2.03B. The largest seller was Lone Pine Capital, exiting entirely with an estimated $596M sold.

  • 519 institutional investors held Gen Digital (GEN) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $19.4B of Gen Digital stock for Q3 2017, up 21% quarter-over-quarter.
  • 62 funds opened new Gen Digital positions in Q3 2017 and 56 closed out, a net change of +6 holders.
  • The largest Gen Digital buyer in Q3 2017 was T. Rowe Price Associates, an estimated $2.03B added.
  • The largest Gen Digital seller in Q3 2017 was Lone Pine Capital, an estimated $596M sold.

Based on aggregated 13F filings for Q3 2017.