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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
LA
551
Lifeworks Advisors
Michigan
-$257K -13,841 Closed
SSA
552
Schonfeld Strategic Advisors
New York
-$240K -12,921 Closed
IWC
553
Integrated Wealth Concepts
Massachusetts
-$220K -11,848 Closed
AI
554
Atom Investors
Texas
-$214K -11,549 Closed
Cerity Partners
555
Cerity Partners
New York
-$214K -11,504 Closed
BPA
556
Beacon Pointe Advisors
California
-$212K -11,450 Closed
EWM
557
EPG Wealth Management
Georgia
-$204K -11,016 Closed
PA
558
Profund Advisors
Maryland
-$200K -10,763 Closed
AWM
559
AE Wealth Management
Kansas
-$197K -10,641 Closed
JFG
560
Jefferies Financial Group
New York
-$191K -10,273 Closed
RFG
561
Range Financial Group
Oregon
-$190K -10,235 Closed
Rockefeller Capital Management
562
Rockefeller Capital Management
New York
-$169K -9,126 Closed
RI
563
Ridgewood Investments
New Jersey
-$147K -7,909 Closed
LTI
564
Laffer Tengler Investments
Tennessee
-$82.5K -4,449 Closed
WP
565
WealthPLAN Partners
Nebraska
-$62.4K -3,362 Closed
IPW
566
Impact Partnership Wealth
Georgia
-$14.9K -806 Closed
SSG
567
Summit Securities Group
New York
-$14K -743 Closed
CFO
568
CVA Family Office
Colorado
-$12K -645 Closed
IGWM
569
ICA Group Wealth Management
Colorado
-$7.42K -400 Closed
DI
570
Disciplined Investments
Oklahoma
-$1.45K -78 Closed
GI
571
Gradient Investments
Minnesota
-$798 -43 Closed
VWM
572
Venturi Wealth Management
Texas
-$186 -10 Closed
M
573
MOTCO
Texas
-$130 -7 Closed
GKIM
574
GW&K Investment Management
Massachusetts
+$195 +10 New
AW
575
Avion Wealth
Texas
+$507 +26 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.