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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
BF
501
BOK Financial
Oklahoma
$1.58K +$1.62K +83 +692%
BAAM
502
Baker Avenue Asset Management
California
$1.47K
TCM
503
TD Capital Management
Tennessee
$1.31K
MIM
504
Macroview Investment Management
Maryland
$1.22K +$1.35K +69 New
1832 Asset Management
505
1832 Asset Management
Ontario, Canada
$1.15K +$1.27K +65 New
SWM
506
Spire Wealth Management
Virginia
$1.11K +$273 +14 +29%
SIC
507
SJS Investment Consulting
Ohio
$1.06K +$78 +4 +7%
BCMLT
508
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.02K
TCA
509
Trifecta Capital Advisors
Illinois
$1.01K
BTI
510
Blue Trust Inc
Georgia
$1K -$917 -47 -49%
SIA
511
SkyView Investment Advisors
New Jersey
$1K -$59 -3 -8%
CA
512
Centerpoint Advisors
Massachusetts
$1K
CAM
513
Close Asset Management
United Kingdom
$1K
CG
514
Cutler Group
California
$1K
TFA
515
Transamerica Financial Advisors
Florida
$1K
SL
516
Salomon & Ludwin
Virginia
$990 +$1.09K +56 New
FWM
517
Focused Wealth Management
New York
$939
HWM
518
HighMark Wealth Management
Minnesota
$737 +$20 +1 +2%
RCM
519
Raleigh Capital Management
North Carolina
$617 +$683 +35 New
ECM
520
Everence Capital Management
Indiana
$615 +$333K +17,060 +96%
PA
521
PSI Advisors
Florida
$404
CA
522
Crewe Advisors
Utah
$336
DWA
523
Delos Wealth Advisors
Texas
$284
TWD
524
True Wealth Design
Ohio
$248
CPG
525
Cornerstone Planning Group
New Jersey
$194 +$215 +11 New

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.