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Gen Digital

514 hedge funds and large institutions have $10.8B invested in Gen Digital in 2020 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 192 increasing their positions, 177 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $96.9M | Put options by funds: $75M

27% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 60

8% more capital invested

Capital invested by funds: $10B → $10.8B (+$771M)

3.29% more ownership

Funds ownership: 89.39%92.68% (+3.3%)

3% more funds holding

Funds holding: 499514 (+15)

8% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 177

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
514
Holders Change
+15
Holders Change %
+3.01%
% of All Funds
10.54%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
76
Increased
192
Reduced
177
Closed
60
Calls
$96.9M
Puts
$75M
Net Calls
+$22M
Net Calls Change
+$4.51M
Name Holding Trade Value Shares
Change
Change in
Stake
SMH
551
Sanders Morris Harris
Texas
-$234K -8,993 Closed
MERSOM
552
Municipal Employees' Retirement System of Michigan
Michigan
-$151K -8,060 Closed
ASN
553
Advisory Services Network
Georgia
-$83K -4,436 Closed
FIA
554
FNY Investment Advisers
New York
-$31K -1,680 Closed
H
555
Hexavest
Quebec, Canada
-$28K -1,516 Closed
AT
556
Arden Trust
Delaware
-$24K -1,264 Closed
PCM
557
Prelude Capital Management
New York
-$19K -1,011 Closed
KFI
558
Key Financial Inc
Pennsylvania
-$19K -991 Closed
BGIM
559
Brandywine Global Investment Management
Pennsylvania
-$13K -655 Closed
AIC
560
Ameritas Investment Company
Nebraska
-$10K -518 Closed
AC
561
AlphaCore Capital
California
-$7K -376 Closed
GSWM
562
Golden State Wealth Management
California
-$5K -287 Closed
LSA
563
Lion Street Advisors
Texas
-$3K -151 Closed
CBT
564
Capital Bank & Trust
California
-$3K -148 Closed
WAP
565
Wealthcare Advisory Partners
Pennsylvania
-$2K -95 Closed
SFSIG
566
San Francisco Sentry Investment Group
California
-$2K -87 Closed
WFMPM
567
Woodley Farra Manion Portfolio Management
Indiana
-$1K -75 Closed
SC
568
Solstein Capital
California
-$1K -59 Closed
GI
569
Gradient Investments
Minnesota
-$1K -49 Closed
FHA
570
Flagship Harbor Advisors
Massachusetts
-$611 -30 -67%
CWC
571
Carolinas Wealth Consulting
North Carolina
+$224 +11 New

GEN Hedge Fund Activity: Q2 2020 in Review

514 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q2 2020, worth a combined $10.8B — up 7.7% from $10B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new GEN positions and 60 closed out — a net gain of 16 holders — while 192 added to existing stakes and 177 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $161M. The largest seller was Goldman Sachs, cutting an estimated $161M.

  • 514 institutional investors held Gen Digital (GEN) as of Q2 2020, up from 499 in Q1 2020.
  • Funds reported $10.8B of Gen Digital stock for Q2 2020, up 7.7% quarter-over-quarter.
  • 76 funds opened new Gen Digital positions in Q2 2020 and 60 closed out, a net change of +16 holders.
  • The largest Gen Digital buyer in Q2 2020 was Fidelity Investments, an estimated $161M added.
  • The largest Gen Digital seller in Q2 2020 was Goldman Sachs, an estimated $161M sold.

Based on aggregated 13F filings for Q2 2020.