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Gen Digital
GEN

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: 10 → 11 (+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: 564 → 544 (-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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$141M
2
N
Nuveen
North Carolina
+$52M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$49.5M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$46.9M
5
Citadel Advisors
Citadel Advisors
Florida
+$31.2M

Top Sellers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
-$111M
2
Capital World Investors
Capital World Investors
California
-$83.2M
3
JP Morgan Chase
JP Morgan Chase
New York
-$64.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$59.1M
5
Marshall Wace
Marshall Wace
United Kingdom
-$49.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
DFCM
501
Dark Forest Capital Management
Puerto Rico
$3.52K -$11K -497 -75%
USCWA
502
U.S. Capital Wealth Advisors
Texas
$3.4K +$3.49K +158 New
SWM
503
Sugarloaf Wealth Management
Georgia
$3.31K +$22 +1 +0.6%
OC
504
Oakworth Capital
Alabama
$3.11K – – –
GIA
505
Goodwin Investment Advisory
Georgia
$2.85K – – –
OSNBOA
506
Old Second National Bank of Aurora
Illinois
$2.59K – – –
SC
507
Schubert & Co
Texas
$2.57K +$707 +32 +36%
Twin Tree Management
508
Twin Tree Management
Texas
$2.44K -$857K -38,799 -100%
SIC
509
Salem Investment Counselors
North Carolina
$2.4K – – –
MYAM
510
Meiji Yasuda Asset Management
Japan
$2.27K +$818K +37,030 +54%
DIP
511
DT Investment Partners
Pennsylvania
$2.27K – – –
MPCL
512
My Personal CFO LLC
Washington
$2.25K +$2.32K +105 New
CYG
513
Clean Yield Group
Vermont
$2.14K – – –
CWP
514
Concord Wealth Partners
Virginia
$2.14K +$2.21K +100 New
CSB
515
City State Bank
Iowa
$2K – – –
CFGS
516
Concourse Financial Group Securities
Alabama
$1.71K +$110 +5 +7%
DI
517
Disciplined Investments
Oklahoma
$1.61K -$552 -25 -25%
TCM
518
TD Capital Management
Tennessee
$1.59K – – –
AWM
519
Abound Wealth Management
Tennessee
$1.31K – – –
EE
520
EWG Elevate
California
$1.24K +$1.28K +58 New
TCA
521
Trifecta Capital Advisors
Illinois
$1.22K +$1.26K +57 New
BCMLT
522
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.18K – – –
SIC
523
SJS Investment Consulting
Ohio
$1.14K +$574 +26 +96%
FWM
524
Focused Wealth Management
New York
$1.12K – – –
RAM
525
Riggs Asset Management
Pennsylvania
$1.01K – – –
19 20
21
22 23

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.