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Gen Digital

544 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, 189 increasing their positions, 209 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

4% more capital invested

Capital invested by funds: $10.8B → $11.3B (+$457M)

0.14% more ownership

Funds ownership: 81.06%81.2% (+0.14%)

10% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 209

10% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 72

4% less funds holding

Funds holding: 564544 (-20)

36% less call options, than puts

Call options by funds: $21.4M | Put options by funds: $33.5M

Holders
544
Holders Change
-20
Holders Change %
-3.55%
% of All Funds
8.74%
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
189
Reduced
209
Closed
72
Calls
$21.4M
Puts
$33.5M
Net Calls
-$12M
Net Calls Change
+$5.13M
Name Holding Trade Value Shares
Change
Change in
Stake
IGWM
476
ICA Group Wealth Management
Colorado
$8.57K +$8.83K +400 New
FMII
477
Farmers & Merchants Investments Inc
Nebraska
$8.44K
EARNEST Partners
478
EARNEST Partners
Georgia
$8.36K
BIA
479
Bell Investment Advisors
California
$8.19K -$4.77K -216 -36%
PTC
480
Private Trust Company
Ohio
$8K -$817 -37 -9%
SWM
481
Spire Wealth Management
Virginia
$8K +$972 +44 +13%
GWM
482
Geneos Wealth Management
Colorado
$7.61K -$2.21K -100 -22%
LC
483
Lindbrook Capital
California
$7.22K -$2.05K -93 -22%
ST
484
Smithfield Trust
Pennsylvania
$7K
GWS
485
Glassman Wealth Services
Virginia
$6.84K -$640 -29 -8%
ZB
486
Zions Bancorporation
Utah
$6.73K +$640 +29 +10%
CB
487
CNB Bank
Pennsylvania
$6.69K
MAWCM
488
Mine & Arao Wealth Creation & Management
California
$6.47K
PWMG
489
Prestige Wealth Management Group
New Jersey
$6.45K +$4.48K +203 +207%
HFM
490
Hartford Financial Management
Connecticut
$6.38K +$22 +1 +0.3%
NC
491
NewSquare Capital
Pennsylvania
$6.21K
CAL
492
Capital Advisors Ltd
Ohio
$6K
PFBT
493
Parkside Financial Bank & Trust
Missouri
$5.49K -$420 -19 -7%
DAM
494
Delta Asset Management
Tennessee
$5.27K +$5.43K +246 New
CMBA
495
C.M. Bidwell & Associates
Hawaii
$4.78K
SWA
496
Sutton Wealth Advisors
Florida
$4.65K
MCM
497
MV Capital Management
Maryland
$4.48K +$177 +8 +4%
EWA
498
EverSource Wealth Advisors
Alabama
$4.42K +$1.52K +69 +50%
TFS
499
TrustCore Financial Services
Tennessee
$4.29K
CFO
500
CVA Family Office
Colorado
$3.86K +$221 +10 +6%

GEN Hedge Fund Activity: Q4 2022 in Review

544 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q4 2022, worth a combined $11.3B — up 4.2% from $10.8B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of GEN and 65 opened new positions — a net loss of 7 holders — while 209 trimmed existing stakes and 189 added.

The largest buyer was BlackRock, adding an estimated $141M. The largest seller was Boston Partners, cutting an estimated $111M.

  • 544 institutional investors held Gen Digital (GEN) as of Q4 2022, down from 564 in Q3 2022.
  • Funds reported $11.3B of Gen Digital stock for Q4 2022, up 4.2% quarter-over-quarter.
  • 65 funds opened new Gen Digital positions in Q4 2022 and 72 closed out, a net change of -7 holders.
  • The largest Gen Digital buyer in Q4 2022 was BlackRock, an estimated $141M added.
  • The largest Gen Digital seller in Q4 2022 was Boston Partners, an estimated $111M sold.

Based on aggregated 13F filings for Q4 2022.