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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
SWA
526
Sutton Wealth Advisors
Florida
$4.44K -$1.11K -45 -18%
HCM
527
Highlander Capital Management
New Jersey
$4K -$197K -8,000 -98%
CFO
528
CVA Family Office
Colorado
$4K
SCA
529
Stonebridge Capital Advisors
Minnesota
$4K
TFS
530
TrustCore Financial Services
Tennessee
$4K
BHWM
531
Beaird Harris Wealth Management
Texas
$4K +$4.3K +175 New
MCC
532
Money Concepts Capital
Florida
$3K -$40.8K -1,660 -92%
CWP
533
Concord Wealth Partners
Virginia
$3K -$6.91K -281 -64%
HR
534
Howe & Rusling
New York
$3K -$295 -12 -7%
CB
535
CNB Bank
Pennsylvania
$3K
GLLW
536
Graves Light Lenhart Wealth
Virginia
$3K
OC
537
Oakworth Capital
Alabama
$3K
OSNBOA
538
Old Second National Bank of Aurora
Illinois
$3K
SWM
539
Sugarloaf Wealth Management
Georgia
$3K +$25 +1 +0.7%
PWMG
540
Prestige Wealth Management Group
New Jersey
$3K +$1.89K +77 +100%
CA
541
Crewe Advisors
Utah
$3K +$3.25K +132 New
APA
542
American Portfolios Advisors
New York
$2.72K -$1.23K -50 -29%
NFSG
543
Newbridge Financial Services Group
Florida
$2K -$4.18K -170 -66%
MCM
544
MV Capital Management
Maryland
$2K -$2.75K -112 -51%
PFBT
545
Parkside Financial Bank & Trust
Missouri
$2K -$1.62K -66 -41%
GKIM
546
GW&K Investment Management
Massachusetts
$2K -$836 -34 -24%
EWA
547
EverSource Wealth Advisors
Alabama
$2K -$787 -32 -30%
DI
548
Disciplined Investments
Oklahoma
$2K -$320 -13 -15%
CSB
549
City State Bank
Iowa
$2K
CYG
550
Clean Yield Group
Vermont
$2K

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.