Gen Digital
549 hedge funds and large institutions have $14.4B invested in Gen Digital in 2015 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 167 increasing their positions, 245 reducing their positions, and 47 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
1% less capital invested
Capital invested by funds: $14.5B → $14.4B (-$96.6M)
2% less funds holding
Funds holding: 558 → 549 (-9)
13% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 47
16% less call options, than puts
Call options by funds: $27.3M | Put options by funds: $32.4M
32% less repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 245
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$246M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$150M |
| 3 |
Lazard Asset Management
New York
|
+$84.4M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
+$70.6M |
| 5 |
Dodge & Cox
San Francisco,
California
|
+$38.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$131M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$101M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$79M |
| 4 |
Morgan Stanley
New York
|
-$50.9M |
| 5 |
Renaissance Technologies
New York
|
-$47M |
GEN Hedge Fund Activity: Q2 2015 in Review
549 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q2 2015, worth a combined $14.4B — down 0.66% from $14.5B a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of GEN and 41 opened new positions — a net loss of 6 holders — while 245 trimmed existing stakes and 167 added.
The largest buyer was AJO LP, adding an estimated $246M. The largest seller was Wellington Management Group, cutting an estimated $131M.
- 549 institutional investors held Gen Digital (GEN) as of Q2 2015, down from 558 in Q1 2015.
- Funds reported $14.4B of Gen Digital stock for Q2 2015, down 0.66% quarter-over-quarter.
- 41 funds opened new Gen Digital positions in Q2 2015 and 47 closed out, a net change of -6 holders.
- The largest Gen Digital buyer in Q2 2015 was AJO LP, an estimated $246M added.
- The largest Gen Digital seller in Q2 2015 was Wellington Management Group, an estimated $131M sold.
Based on aggregated 13F filings for Q2 2015.