Gen Digital
552 hedge funds and large institutions have $15.7B invested in Gen Digital in 2013 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 203 increasing their positions, 200 reducing their positions, and 33 closing their positions.
106% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 33
10% more capital invested
Capital invested by funds: $14.3B → $15.7B (+$1.45B)
6% more funds holding
Funds holding: 521 → 552 (+31)
9% more call options, than puts
Call options by funds: $94.4M | Put options by funds: $86.3M
2% more repeat investments, than reductions
Existing positions increased: 203 | Existing positions reduced: 200
40% less funds holding in top 10
Funds holding in top 10: 10 → 6 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$128M |
| 2 |
Renaissance Technologies
New York
|
+$92.3M |
| 3 |
SG Americas Securities
New York
|
+$53.2M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$50.3M |
| 5 |
O
OppenheimerFunds
New York
|
+$48.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$189M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$92.7M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$92.1M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$71.8M |
| 5 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$46.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OC
576
Oppenheimer & Co
New York
| – | -$292K | -12,972 | Closed |
|
577
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| – | -$284K | -12,650 | Closed |
|
|
MC
578
Menta Capital
San Francisco,
California
| – | -$270K | -12,000 | Closed |
|
|
FHB
579
First Hawaiian Bank
Honolulu,
Hawaii
| – | -$81K | -3,591 | Closed |
|
580
Jones Financial Companies
Des Peres,
Missouri
| – | -$58K | -2,597 | Closed |
|
|
AC
581
Alexandria Capital
Arlington,
Virginia
| – | -$5K | -225 | Closed |
|
|
SMA
582
Simply Money Advisors
Cincinnati,
Ohio
| – | -$5K | -204 | Closed |
|
GEN Hedge Fund Activity: Q3 2013 in Review
552 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q3 2013, worth a combined $15.7B — up 10% from $14.3B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new GEN positions and 33 closed out — a net gain of 35 holders — while 203 added to existing stakes and 200 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $128M. The largest seller was Fidelity Investments, cutting an estimated $189M.
- 552 institutional investors held Gen Digital (GEN) as of Q3 2013, up from 521 in Q2 2013.
- Funds reported $15.7B of Gen Digital stock for Q3 2013, up 10% quarter-over-quarter.
- 68 funds opened new Gen Digital positions in Q3 2013 and 33 closed out, a net change of +35 holders.
- The largest Gen Digital buyer in Q3 2013 was Wellington Management Group, an estimated $128M added.
- The largest Gen Digital seller in Q3 2013 was Fidelity Investments, an estimated $189M sold.
Based on aggregated 13F filings for Q3 2013.