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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
HFM
501
Hartford Financial Management
Connecticut
$6K
MAWCM
502
Mine & Arao Wealth Creation & Management
California
$6K
NC
503
NewSquare Capital
Pennsylvania
$6K
ST
504
Smithfield Trust
Pennsylvania
$6K
ZB
505
Zions Bancorporation
Utah
$6K +$509 +22 +8%
CB
506
CNB Bank
Pennsylvania
$6K +$4.09K +177 +131%
CAL
507
Capital Advisors Ltd
Ohio
$5K -$601 -26 -9%
WWM
508
Wolff Wiese Magana
California
$5K
PFBT
509
Parkside Financial Bank & Trust
Missouri
$5K +$4.16K +180 +189%
SWA
510
Sutton Wealth Advisors
Florida
$4.37K +$347 +15 +7%
CQS
511
Credential Qtrade Securities
$4.29K +$4.92K +213 New
CMBA
512
C.M. Bidwell & Associates
Hawaii
$4K
SCA
513
Stonebridge Capital Advisors
Minnesota
$4K
TFS
514
TrustCore Financial Services
Tennessee
$4K
SWM
515
Sugarloaf Wealth Management
Georgia
$4K +$23 +1 +0.7%
CA
516
Crewe Advisors
Utah
$4K +$1.46K +63 +48%
MCM
517
MV Capital Management
Maryland
$4K +$2.13K +92 +84%
CFO
518
CVA Family Office
Colorado
$3K
OC
519
Oakworth Capital
Alabama
$3K
EWA
520
EverSource Wealth Advisors
Alabama
$3K +$1.48K +64 +88%
GIA
521
Goodwin Investment Advisory
Georgia
$3K +$3.08K +133 New
APA
522
American Portfolios Advisors
New York
$2.5K
PWMG
523
Prestige Wealth Management Group
New Jersey
$2K -$1.29K -56 -36%
HR
524
Howe & Rusling
New York
$2K -$740 -32 -21%
ACK
525
Andrew C. Karlinski
$2K

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.