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Gen Digital

564 hedge funds and large institutions have $10.8B invested in Gen Digital in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 262 increasing their positions, 169 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 169

2% less funds holding

Funds holding: 578564 (-14)

9% less capital invested

Capital invested by funds: $11.9B → $10.8B (-$1.05B)

12.45% less ownership

Funds ownership: 93.51%81.06% (-12%)

16% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 64

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

31% less call options, than puts

Call options by funds: $38.2M | Put options by funds: $55.3M

Holders
564
Holders Change
-14
Holders Change %
-2.42%
% of All Funds
9.72%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.17%
New
54
Increased
262
Reduced
169
Closed
64
Calls
$38.2M
Puts
$55.3M
Net Calls
-$17.1M
Net Calls Change
+$4.31M
Name Holding Trade Value Shares
Change
Change in
Stake
AS
601
Altshuler Shaham
Israel
-$34K -1,571 Closed
EC
602
Elequin Capital
New York
-$31K -1,403 Closed
AW
603
ACG Wealth
Georgia
-$22K -1,018 Closed
CI
604
CX Institutional
Indiana
-$20K -930 Closed
M1FG
605
Mach-1 Financial Group
Arkansas
-$10K -500 Closed
WOSD
606
WFA of San Diego
California
-$7K -300 Closed
HCM
607
Highlander Capital Management
New Jersey
-$4K -200 Closed
BHWM
608
Beaird Harris Wealth Management
Texas
-$4K -175 Closed
CWP
609
Concord Wealth Partners
Virginia
-$3K -158 Closed
MCC
610
Money Concepts Capital
Florida
-$3K -145 Closed
GLLW
611
Graves Light Lenhart Wealth
Virginia
-$3K -129 Closed
GKIM
612
GW&K Investment Management
Massachusetts
-$2K -109 Closed
CWM
613
Curi Wealth Management
North Carolina
-$2K -101 Closed
EW
614
Evoke Wealth
California
-$2K -90 Closed
TWP
615
TFO Wealth Partners
Ohio
-$2K -75 Closed
FBT
616
First Bank & Trust
South Dakota
-$1K -63 Closed
PVH
617
Psagot Value Holdings
Israel
-$1K -38 Closed
AssetMark Inc
618
AssetMark Inc
California
-$46 -2 -50%
WA
619
WestEnd Advisors
North Carolina
-$23 -1 -20%
SCM
620
Segantii Capital Management
Hong Kong
+$69 +3 New
DWA
621
Delos Wealth Advisors
Texas
+$324 +14 New
TWA
622
TCI Wealth Advisors
Arizona
+$370 +16 +267%
Fidelity International
623
Fidelity International
Bermuda
+$532 +23 New
E
624
Ergoteles
New York
+$2.44M +105,363 +294%

GEN Hedge Fund Activity: Q3 2022 in Review

564 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q3 2022, worth a combined $10.8B — down 8.9% from $11.9B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of GEN and 54 opened new positions — a net loss of 10 holders — while 169 trimmed existing stakes and 262 added.

The largest buyer was VOYA Investment Management, adding an estimated $211M. The largest seller was Allianz Asset Management, cutting an estimated $220M.

  • 564 institutional investors held Gen Digital (GEN) as of Q3 2022, down from 578 in Q2 2022.
  • Funds reported $10.8B of Gen Digital stock for Q3 2022, down 8.9% quarter-over-quarter.
  • 54 funds opened new Gen Digital positions in Q3 2022 and 64 closed out, a net change of -10 holders.
  • The largest Gen Digital buyer in Q3 2022 was VOYA Investment Management, an estimated $211M added.
  • The largest Gen Digital seller in Q3 2022 was Allianz Asset Management, an estimated $220M sold.

Based on aggregated 13F filings for Q3 2022.