GEN icon

Gen Digital
GEN

Overview Fund Activity

529 hedge funds and large institutions have $9.09B invested in Gen Digital in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 185 increasing their positions, 210 reducing their positions, and 64 closing their positions.

Holders
529
Holders Change
-12
Holders Change %
-2.22%
% of All Funds
8.47%
Holding in Top 10
5
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-54.55%
% of All Funds
0.08%
New
59
Increased
185
Reduced
210
Closed
64
Calls
$26.9M
Puts
$17.1M
Net Calls
+$9.88M
Net Calls Change
+$21.9M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$162M
2
Franklin Resources
2
Franklin Resources
California
$204M
3
State Street
3
State Street
Massachusetts
$506M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$452M
5
Invesco
5
Invesco
Georgia
$140M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$49.4M
2
PAMS
2
Pictet Asset Management (Switzerland)
Switzerland
$123M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$56.4M
4
AIM
4
Achmea Investment Management
Netherlands
$2.91M
5
A
5
AustralianSuper
Australia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LF
501
Lee Financial
Texas
$1.56K 91 +91 New
TWA
502
TCI Wealth Advisors
Arizona
$1.49K 87 +65 +295%
VCM
503
Versant Capital Management
Arizona
$1.34K 78 +68 +680%
TCM
504
TD Capital Management
Tennessee
$1.27K 74 – –
CG
505
Cutler Group
California
$1K 91 -478 -84%
TFA
506
Transamerica Financial Advisors
Florida
$1K 1 – –
CAM
507
ClariVest Asset Management
California
$1K 38 – –
CA
508
Centerpoint Advisors
Massachusetts
$1K 32 +32 New
CAM
509
Close Asset Management
United Kingdom
$1K 64 +64 New
MCM
510
MV Capital Management
Maryland
$979 57 -152 -73%
TCA
511
Trifecta Capital Advisors
Illinois
$979 57 – –
DI
512
Disciplined Investments
Oklahoma
$946 55 -20 -27%
BCMLT
513
Beacon Capital Management LLC (Tennessee)
Tennessee
$944 55 – –
FWM
514
Focused Wealth Management
New York
$906 53 +1 +2%
BAAM
515
Baker Avenue Asset Management
California
$892 52 +19 +58%
SC
516
Schubert & Co
Texas
$858 50 -70 -58%
HWM
517
HighMark Wealth Management
Minnesota
$706 41 – –
BBHC
518
Brown Brothers Harriman & Co
New York
$618 36 +5 +16%
SIS
519
Strategic Investment Solutions
Illinois
$545 32 +32 New
HCP
520
Hexagon Capital Partners
Arkansas
$463 27 +27 New
PA
521
PSI Advisors
Florida
$387 23 – –
GI
522
Gradient Investments
Minnesota
$385 22 – –
ECM
523
Everence Capital Management
Indiana
$363 21,160 -10,130 -32%
FGAM
524
Financial Gravity Asset Management
Texas
$291 23 – –
DWA
525
Delos Wealth Advisors
Texas
$241 14 – –
19 20
21
22 23