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Gen Digital

514 hedge funds and large institutions have $10.8B invested in Gen Digital in 2020 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 192 increasing their positions, 177 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $96.9M | Put options by funds: $75M

27% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 60

8% more capital invested

Capital invested by funds: $10B → $10.8B (+$771M)

3.29% more ownership

Funds ownership: 89.39%92.68% (+3.3%)

3% more funds holding

Funds holding: 499514 (+15)

8% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 177

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
514
Holders Change
+15
Holders Change %
+3.01%
% of All Funds
10.54%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
76
Increased
192
Reduced
177
Closed
60
Calls
$96.9M
Puts
$75M
Net Calls
+$22M
Net Calls Change
+$4.51M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
476
Parkside Financial Bank & Trust
Missouri
$5K -$3.05K -150 -36%
SL
477
Savior LLC
Massachusetts
$5K
SFG
478
Sowa Financial Group
Rhode Island
$5K
OPS
479
Orion Portfolio Solutions
Nebraska
$5K +$3.79K +186 +372%
EWM
480
Edge Wealth Management
New York
$5K +$5.09K +250 New
SF
481
Synovus Financial
Georgia
$4K -$193K -9,498 -98%
KTC
482
Kistler-Tiffany Companies
Pennsylvania
$4K -$7.57K -372 -65%
BCA
483
Berman Capital Advisors
Georgia
$4K -$1.69K -83 -25%
CCA
484
Column Capital Advisors
Indiana
$4K
SCA
485
Stonebridge Capital Advisors
Minnesota
$4K
TFS
486
TrustCore Financial Services
Tennessee
$4K
GWS
487
Glassman Wealth Services
Virginia
$4K +$2.14K +105 +103%
EW
488
Evoke Wealth
California
$4K +$2.89K +142 +209%
LC
489
Lindbrook Capital
California
$4K +$3.09K +152 +238%
TAIM
490
TD Ameritrade Investment Management
Nebraska
$4K +$4.38K +215 New
SWA
491
Sutton Wealth Advisors
Florida
$3.81K +$244 +12 +7%
CAGAS
492
Capital Advisory Group Advisory Services
Minnesota
$3K
OC
493
Oakworth Capital
Alabama
$3K
BHWM
494
Bay Harbor Wealth Management
Maryland
$3K +$2.77K +136 New
APC
495
Aspire Private Capital
North Carolina
$3K +$3.09K +152 +1,520%
Lazard Asset Management
496
Lazard Asset Management
New York
$3K +$3.24K +159 New
BFEC
497
Benjamin F. Edwards & Company
Missouri
$2K
SIC
498
Salem Investment Counselors
North Carolina
$2K
TPWA
499
TRUE Private Wealth Advisors
Oregon
$2K
VFA
500
Valeo Financial Advisors
Indiana
$2K

GEN Hedge Fund Activity: Q2 2020 in Review

514 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q2 2020, worth a combined $10.8B — up 7.7% from $10B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new GEN positions and 60 closed out — a net gain of 16 holders — while 192 added to existing stakes and 177 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $161M. The largest seller was Goldman Sachs, cutting an estimated $161M.

  • 514 institutional investors held Gen Digital (GEN) as of Q2 2020, up from 499 in Q1 2020.
  • Funds reported $10.8B of Gen Digital stock for Q2 2020, up 7.7% quarter-over-quarter.
  • 76 funds opened new Gen Digital positions in Q2 2020 and 60 closed out, a net change of +16 holders.
  • The largest Gen Digital buyer in Q2 2020 was Fidelity Investments, an estimated $161M added.
  • The largest Gen Digital seller in Q2 2020 was Goldman Sachs, an estimated $161M sold.

Based on aggregated 13F filings for Q2 2020.