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Gen Digital
GEN

Overview Fund Activity

541 hedge funds and large institutions have $11.3B invested in Gen Digital in 2022 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 188 increasing their positions, 207 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
-20
Holders Change %
-3.57%
% of All Funds
8.73%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
65
Increased
188
Reduced
207
Closed
72
Calls
$21.4M
Puts
$33.5M
Net Calls
-$12M
Net Calls Change
+$5.13M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.32B
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$160M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$48.8M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$554M
5
Citadel Advisors
5
Citadel Advisors
Florida
$132M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$226M
2
Capital World Investors
2
Capital World Investors
California
$10.8M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$148M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$500M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$317K
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
476
Bell Investment Advisors
California
$8.19K -$4.63K -216 -36%
PTC
477
Private Trust Company
Ohio
$8K -$796 -37 -9%
SWM
478
Spire Wealth Management
Virginia
$8K +$929 +44 +13%
GWM
479
Geneos Wealth Management
Colorado
$7.61K -$2.14K -100 -22%
LC
480
Lindbrook Capital
California
$7.22K -$1.99K -93 -22%
ST
481
Smithfield Trust
Pennsylvania
$7K – – –
GWS
482
Glassman Wealth Services
Virginia
$6.84K -$621 -29 -8%
ZB
483
Zions Bancorporation
Utah
$6.73K +$621 +29 +10%
CB
484
CNB Bank
Pennsylvania
$6.69K – – –
MAWCM
485
Mine & Arao Wealth Creation & Management
California
$6.47K – – –
PWMG
486
Prestige Wealth Management Group
New Jersey
$6.45K +$4.35K +203 +207%
HFM
487
Hartford Financial Management
Connecticut
$6.38K +$21 +1 +0.3%
NC
488
NewSquare Capital
Pennsylvania
$6.22K – – –
CAL
489
Capital Advisors Ltd
Ohio
$6K – – –
PFBT
490
Parkside Financial Bank & Trust
Missouri
$5.49K -$407 -19 -7%
DAM
491
Delta Asset Management
Tennessee
$5.27K +$5.27K +246 New
CMBA
492
C.M. Bidwell & Associates
Hawaii
$4.78K – – –
SWA
493
Sutton Wealth Advisors
Florida
$4.65K – – –
MCM
494
MV Capital Management
Maryland
$4.48K +$171 +8 +4%
EWA
495
EverSource Wealth Advisors
Alabama
$4.42K +$1.48K +69 +50%
TFS
496
TrustCore Financial Services
Tennessee
$4.29K – – –
CFO
497
CVA Family Office
Colorado
$3.86K +$214 +10 +6%
DFCM
498
Dark Forest Capital Management
Puerto Rico
$3.52K -$10.7K -497 -75%
USCWA
499
U.S. Capital Wealth Advisors
Texas
$3.4K +$3.4K +158 New
SWM
500
Sugarloaf Wealth Management
Georgia
$3.31K +$21 +1 +0.6%
18 19
20
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