We are live on ! Find out more
GEN icon

Gen Digital

519 hedge funds and large institutions have $19.4B invested in Gen Digital in 2017 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 155 increasing their positions, 202 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $311M | Put options by funds: $204M

21% more capital invested

Capital invested by funds: $16B → $19.4B (+$3.37B)

11% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 56

2.95% more ownership

Funds ownership: 93.33%96.29% (+3%)

0% more funds holding

Funds holding: 519519 (0)

23% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 202

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

Holders
519
Holders Change
Holders Change %
0%
% of All Funds
12.94%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.32%
New
62
Increased
155
Reduced
202
Closed
56
Calls
$311M
Puts
$204M
Net Calls
+$107M
Net Calls Change
-$271M
Name Holding Trade Value Shares
Change
Change in
Stake
EF
551
Empowered Funds
Pennsylvania
-$638K -22,570 Closed
RCAMU
552
Rothschild & Co Asset Management US
Connecticut
-$538K -19,032 Closed
CANY
553
Caxton Associates (New York)
New York
-$480K -17,000 Closed
AAP
554
Ardsley Advisory Partners
Connecticut
-$424K -15,000 Closed
FMBTD
555
First Midwest Bank Trust Division
Illinois
-$381K -13,480 Closed
PCA
556
Private Capital Advisors
Connecticut
-$364K -12,899 Closed
FHAM
557
Folger Hill Asset Management
New York
-$316K -11,181 Closed
TMAM
558
Tokio Marine Asset Management
Japan
-$238K -8,433 Closed
JCP
559
Jabre Capital Partners
Switzerland
-$226K -8,000 Closed
NFA
560
Nuveen Fund Advisors
Illinois
-$202K -7,159 Closed
MAM
561
Meeder Asset Management
Ohio
-$158K -5,582 Closed
HA
562
Harfst & Associates
Wyoming
-$127K -4,508 Closed
EAM
563
Exane Asset Management
France
-$93.6K -3,313 Closed
Simplex Trading
564
Simplex Trading
Illinois
-$101K -3,300 Closed
HIIFS
565
Harel Insurance Investments & Financial Services
Israel
-$71K -2,500 Closed
ACM
566
Americafirst Capital Management
California
-$68K -2,390 Closed
PSUF
567
People's United Financial
Connecticut
-$47K -1,650 Closed
NA
568
NewEdge Advisors
Louisiana
-$18.6K -642 Closed
FC
569
Ferris Capital
Massachusetts
-$11K -374 Closed
VNA
570
Valley National Advisers
Pennsylvania
-$9K -325 Closed
BBHC
571
Brown Brothers Harriman & Co
New York
-$6K -200 Closed
VWA
572
V Wealth Advisors
Kansas
-$4K -146 Closed
EA
573
Edge Advisors
Georgia
+$884 +29 New

GEN Hedge Fund Activity: Q3 2017 in Review

519 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q3 2017, worth a combined $19.4B — up 21% from $16B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new GEN positions and 56 closed out — a net gain of 6 holders — while 155 added to existing stakes and 202 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $2.03B. The largest seller was Lone Pine Capital, exiting entirely with an estimated $596M sold.

  • 519 institutional investors held Gen Digital (GEN) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $19.4B of Gen Digital stock for Q3 2017, up 21% quarter-over-quarter.
  • 62 funds opened new Gen Digital positions in Q3 2017 and 56 closed out, a net change of +6 holders.
  • The largest Gen Digital buyer in Q3 2017 was T. Rowe Price Associates, an estimated $2.03B added.
  • The largest Gen Digital seller in Q3 2017 was Lone Pine Capital, an estimated $596M sold.

Based on aggregated 13F filings for Q3 2017.