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Gen Digital

532 hedge funds and large institutions have $9.19B invested in Gen Digital in 2023 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 165 increasing their positions, 217 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $48.2M | Put options by funds: $16.1M

40% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 43

3% more funds holding

Funds holding: 518532 (+14)

0.78% less ownership

Funds ownership: 81.88%81.1% (-0.78%)

5% less capital invested

Capital invested by funds: $9.69B → $9.19B (-$495M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

24% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 217

Holders
532
Holders Change
+14
Holders Change %
+2.7%
% of All Funds
8.44%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
60
Increased
165
Reduced
217
Closed
43
Calls
$48.2M
Puts
$16.1M
Net Calls
+$32.1M
Net Calls Change
+$3.96M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
476
Geneos Wealth Management
Colorado
$5.3K -$1.07K -55 -15%
NC
477
NewSquare Capital
Pennsylvania
$5.13K
CAL
478
Capital Advisors Ltd
Ohio
$5K
HCM
479
Highlander Capital Management
New Jersey
$5K +$5.85K +300 New
FFA
480
Farther Finance Advisors
California
$4.93K +$2.05K +105 +60%
MCM
481
MV Capital Management
Maryland
$4.92K +$2.95K +151 +119%
LFA
482
Legend Financial Advisors
Pennsylvania
$4.42K
BIA
483
Bell Investment Advisors
California
$4.07K +$429 +22 +11%
SC
484
SouthState Corp
Florida
$3.98K +$4.39K +225 New
CMBA
485
C.M. Bidwell & Associates
Hawaii
$3.94K
TPCW
486
TD Private Client Wealth
New York
$3.23K +$937 +48 +36%
SFG
487
Steward Financial Group
Texas
$3K +$3.79K +194 New
SWM
488
Sugarloaf Wealth Management
Georgia
$2.79K +$20 +1 +0.6%
HCP
489
Hexagon Capital Partners
Arkansas
$2.71K -$3.24K -166 -52%
OC
490
Oakworth Capital
Alabama
$2.56K
PFBT
491
Parkside Financial Bank & Trust
Missouri
$2.37K
AWM
492
Abound Wealth Management
Tennessee
$2.23K
OSNBOA
493
Old Second National Bank of Aurora
Illinois
$2.14K
IA
494
IFP Advisors
Florida
$2.1K -$624 -32 -21%
CSB
495
City State Bank
Iowa
$2K
SWA
496
Sutton Wealth Advisors
Florida
$1.91K -$898 -46 -30%
DIP
497
DT Investment Partners
Pennsylvania
$1.88K
CYG
498
Clean Yield Group
Vermont
$1.77K
CWP
499
Concord Wealth Partners
Virginia
$1.77K
ZB
500
Zions Bancorporation
Utah
$1.75K

GEN Hedge Fund Activity: Q3 2023 in Review

532 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q3 2023, worth a combined $9.19B — down 5.1% from $9.69B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new GEN positions and 43 closed out — a net gain of 17 holders — while 165 added to existing stakes and 217 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $83.9M. The largest seller was AllianceBernstein, cutting an estimated $81.7M.

  • 532 institutional investors held Gen Digital (GEN) as of Q3 2023, up from 518 in Q2 2023.
  • Funds reported $9.19B of Gen Digital stock for Q3 2023, down 5.1% quarter-over-quarter.
  • 60 funds opened new Gen Digital positions in Q3 2023 and 43 closed out, a net change of +17 holders.
  • The largest Gen Digital buyer in Q3 2023 was LSV Asset Management, an estimated $83.9M added.
  • The largest Gen Digital seller in Q3 2023 was AllianceBernstein, an estimated $81.7M sold.

Based on aggregated 13F filings for Q3 2023.