Gen Digital
GEN
499 hedge funds and large institutions have $10B invested in Gen Digital in 2020 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 164 increasing their positions, 170 reducing their positions, and 101 closing their positions.
19% more call options, than puts
Call options by funds: $110M | Put options by funds: $92.2M
0.72% less ownership
Funds ownership: 90.11% → 89.39% (-0.72%)
1% less funds holding
Funds holding: 504 → 499 (-5)
2% less first-time investments, than exits
New positions opened: 99 | Existing positions closed: 101
4% less repeat investments, than reductions
Existing positions increased: 164 | Existing positions reduced: 170
30% less capital invested
Capital invested by funds: $14.3B → $10B (-$4.25B)
41% less funds holding in top 10
Funds holding in top 10: 17 → 10 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$267M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$208M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$165M |
| 4 |
BlackRock
New York
|
+$72.9M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$72.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nomura Holdings
Tokyo,
Japan
|
-$442M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$333M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$269M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$182M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$91.9M |
GEN Hedge Fund Activity: Q1 2020 in Review
499 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q1 2020, worth a combined $10B — down 30% from $14.3B a quarter earlier.
Sellers outnumbered buyers: 101 funds closed out of GEN and 99 opened new positions — a net loss of 2 holders — while 170 trimmed existing stakes and 164 added.
The largest buyer was AQR Capital Management, adding an estimated $267M. The largest seller was Nomura Holdings, cutting an estimated $442M.
- 499 institutional investors held Gen Digital (GEN) as of Q1 2020, down from 504 in Q4 2019.
- Funds reported $10B of Gen Digital stock for Q1 2020, down 30% quarter-over-quarter.
- 99 funds opened new Gen Digital positions in Q1 2020 and 101 closed out, a net change of -2 holders.
- The largest Gen Digital buyer in Q1 2020 was AQR Capital Management, an estimated $267M added.
- The largest Gen Digital seller in Q1 2020 was Nomura Holdings, an estimated $442M sold.
Based on aggregated 13F filings for Q1 2020.