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Gen Digital

564 hedge funds and large institutions have $10.8B invested in Gen Digital in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 262 increasing their positions, 169 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 169

2% less funds holding

Funds holding: 578564 (-14)

9% less capital invested

Capital invested by funds: $11.9B → $10.8B (-$1.05B)

12.45% less ownership

Funds ownership: 93.51%81.06% (-12%)

16% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 64

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

31% less call options, than puts

Call options by funds: $38.2M | Put options by funds: $55.3M

Holders
564
Holders Change
-14
Holders Change %
-2.42%
% of All Funds
9.72%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.17%
New
54
Increased
262
Reduced
169
Closed
64
Calls
$38.2M
Puts
$55.3M
Net Calls
-$17.1M
Net Calls Change
+$4.31M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
476
Washington Trust
Rhode Island
$13K +$1.11K +48 +8%
DFCM
477
Dark Forest Capital Management
Puerto Rico
$13K +$2.52K +109 +20%
RTC
478
Riverview Trust Company
Washington
$12K +$740 +32 +6%
BIA
479
Bell Investment Advisors
California
$12K +$4.86K +210 +54%
TPCW
480
TD Private Client Wealth
New York
$11.5K +$786 +34 +6%
C
481
Covestor
United Kingdom
$11K -$8.99K -389 -42%
HBW
482
Hazlett, Burt & Watson
West Virginia
$11K
IFAM
483
Institutional & Family Asset Management
Colorado
$11K +$2.06K +89 +20%
LFA
484
Legend Financial Advisors
Pennsylvania
$10.1K +$11.6K +500 New
BTI
485
Blue Trust Inc
Georgia
$10K +$4.3K +186 +81%
CSPAM
486
Cary Street Partners Asset Management
Virginia
$10K +$11.6K +500 New
GWM
487
Geneos Wealth Management
Colorado
$9K -$2.4K -104 -19%
LC
488
Lindbrook Capital
California
$9K +$856 +37 +9%
ONST
489
Old North State Trust
North Carolina
$9K +$10.7K +462 New
ACA
490
Atlas Capital Advisors
Wyoming
$8.2K
PB
491
Pinnacle Bancorp
Nebraska
$8K -$6.94K -300 -42%
EARNEST Partners
492
EARNEST Partners
Georgia
$8K
PTC
493
Private Trust Company
Ohio
$8K
SA
494
SRH Advisors
Kansas
$8K
TSWM
495
Tyler-Stone Wealth Management
Ohio
$8K +$46 +2 +0.5%
FMII
496
Farmers & Merchants Investments Inc
Nebraska
$8K +$1.5K +65 +20%
PP
497
PrairieView Partners
Minnesota
$8K +$8.79K +380 New
SWM
498
Spire Wealth Management
Virginia
$7K
GWS
499
Glassman Wealth Services
Virginia
$7K +$624 +27 +8%
CTB
500
Country Trust Bank
Illinois
$6K

GEN Hedge Fund Activity: Q3 2022 in Review

564 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q3 2022, worth a combined $10.8B — down 8.9% from $11.9B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of GEN and 54 opened new positions — a net loss of 10 holders — while 169 trimmed existing stakes and 262 added.

The largest buyer was VOYA Investment Management, adding an estimated $211M. The largest seller was Allianz Asset Management, cutting an estimated $220M.

  • 564 institutional investors held Gen Digital (GEN) as of Q3 2022, down from 578 in Q2 2022.
  • Funds reported $10.8B of Gen Digital stock for Q3 2022, down 8.9% quarter-over-quarter.
  • 54 funds opened new Gen Digital positions in Q3 2022 and 64 closed out, a net change of -10 holders.
  • The largest Gen Digital buyer in Q3 2022 was VOYA Investment Management, an estimated $211M added.
  • The largest Gen Digital seller in Q3 2022 was Allianz Asset Management, an estimated $220M sold.

Based on aggregated 13F filings for Q3 2022.