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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
HR
476
Howe & Rusling
New York
$13K -$1.22K -40 -9%
BTIS
477
BB&T Investment Services
North Carolina
$12K
TFO
478
Tarbox Family Office
California
$12K +$945 +31 +9%
AIM
479
Arcadia Investment Management
Michigan
$10K
QCG
480
Quadrant Capital Group
Ohio
$10K
SPIA
481
Steward Partners Investment Advisory
New York
$10K
ZB
482
Zions Bancorporation
Utah
$10K +$7.71K +253 +444%
GRP
483
Global Retirement Partners
California
$9K
WIM
484
Westside Investment Management
California
$8.48K
VIA
485
Vantage Investment Advisors
Pennsylvania
$7K
YWP
486
YorkBridge Wealth Partners
New York
$7K
FMII
487
Farmers & Merchants Investments Inc
Nebraska
$7K +$3.02K +99 +86%
CAW
488
Cornerstone Advisors (Washington)
Washington
$6K
OC
489
Oakworth Capital
Alabama
$6K
OFW
490
Omnia Family Wealth
Florida
$6K
AFNAS
491
American Financial Network Advisory Services
California
$6K +$5.52K +181 New
SWA
492
Sutton Wealth Advisors
Florida
$5.71K
FAM
493
Fred Alger Management
New York
$5K
WPA
494
West Paces Advisors
Georgia
$4.04K -$1.28K -42 -25%
DSN
495
D. Scott Neal
Kentucky
$4K -$95.9K -3,147 -97%
TDC
496
Thompson Davis & Co
Virginia
$4K -$3.81K -125 -50%
MFW
497
Mosaic Family Wealth
Missouri
$4K
SIC
498
Salem Investment Counselors
North Carolina
$4K
CIM
499
Contravisory Investment Management
Massachusetts
$4K +$3.44K +113 New
BCI
500
Brinker Capital Investments
Pennsylvania
$4K +$3.54K +116 New

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.