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Gen Digital

578 hedge funds and large institutions have $11.9B invested in Gen Digital in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 219 increasing their positions, 217 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

1% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 217

4% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 72

2% less funds holding

Funds holding: 591578 (-13)

5.15% less ownership

Funds ownership: 98.66%93.51% (-5.2%)

22% less capital invested

Capital invested by funds: $15.2B → $11.9B (-$3.33B)

29% less call options, than puts

Call options by funds: $51.9M | Put options by funds: $73.4M

Holders
578
Holders Change
-13
Holders Change %
-2.2%
% of All Funds
9.74%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.2%
New
69
Increased
219
Reduced
217
Closed
72
Calls
$51.9M
Puts
$73.4M
Net Calls
-$21.5M
Net Calls Change
-$61.8M
Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
501
Institutional & Family Asset Management
Colorado
$10K
M1FG
502
Mach-1 Financial Group
Arkansas
$10K +$12.3K +500 New
EARNEST Partners
503
EARNEST Partners
Georgia
$9K
SA
504
SRH Advisors
Kansas
$9K
TSWM
505
Tyler-Stone Wealth Management
Ohio
$9K +$49 +2 +0.5%
LC
506
Lindbrook Capital
California
$9K +$1.08K +44 +13%
BIA
507
Bell Investment Advisors
California
$9K +$9.54K +388 New
PTC
508
Private Trust Company
Ohio
$9K +$10.1K +409 New
ACA
509
Atlas Capital Advisors
Wyoming
$8.94K +$4.38K +178 +78%
BCMLT
510
Beacon Capital Management LLC (Tennessee)
Tennessee
$8K
SWM
511
Spire Wealth Management
Virginia
$7K -$9.83K -400 -54%
GWS
512
Glassman Wealth Services
Virginia
$7K -$516 -21 -6%
CTB
513
Country Trust Bank
Illinois
$7K
FMII
514
Farmers & Merchants Investments Inc
Nebraska
$7K
MAWCM
515
Mine & Arao Wealth Creation & Management
California
$7K
ST
516
Smithfield Trust
Pennsylvania
$7K
HFM
517
Hartford Financial Management
Connecticut
$7K +$25 +1 +0.3%
WOSD
518
WFA of San Diego
California
$7K +$7.38K +300 New
PCG
519
Private Capital Group
Connecticut
$6K -$1.57K -64 -19%
NC
520
NewSquare Capital
Pennsylvania
$6K
CAL
521
Capital Advisors Ltd
Ohio
$6K +$1.03K +42 +17%
ZB
522
Zions Bancorporation
Utah
$6K +$3.47K +141 +116%
BTI
523
Blue Trust Inc
Georgia
$6K +$5.66K +230 New
CMBA
524
C.M. Bidwell & Associates
Hawaii
$5K
WWM
525
Wolff Wiese Magana
California
$5K

GEN Hedge Fund Activity: Q2 2022 in Review

578 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q2 2022, worth a combined $11.9B — down 22% from $15.2B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of GEN and 69 opened new positions — a net loss of 3 holders — while 217 trimmed existing stakes and 219 added.

The largest buyer was Marshall Wace, opening a new position worth an estimated $230M. The largest seller was Capital World Investors, cutting an estimated $981M.

  • 578 institutional investors held Gen Digital (GEN) as of Q2 2022, down from 591 in Q1 2022.
  • Funds reported $11.9B of Gen Digital stock for Q2 2022, down 22% quarter-over-quarter.
  • 69 funds opened new Gen Digital positions in Q2 2022 and 72 closed out, a net change of -3 holders.
  • The largest Gen Digital buyer in Q2 2022 was Marshall Wace, an estimated $230M added.
  • The largest Gen Digital seller in Q2 2022 was Capital World Investors, an estimated $981M sold.

Based on aggregated 13F filings for Q2 2022.