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Gen Digital

544 hedge funds and large institutions have $11.3B invested in Gen Digital in 2022 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 189 increasing their positions, 209 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

4% more capital invested

Capital invested by funds: $10.8B → $11.3B (+$457M)

0.14% more ownership

Funds ownership: 81.06%81.2% (+0.14%)

10% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 209

10% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 72

4% less funds holding

Funds holding: 564544 (-20)

36% less call options, than puts

Call options by funds: $21.4M | Put options by funds: $33.5M

Holders
544
Holders Change
-20
Holders Change %
-3.55%
% of All Funds
8.74%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
65
Increased
189
Reduced
209
Closed
72
Calls
$21.4M
Puts
$33.5M
Net Calls
-$12M
Net Calls Change
+$5.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
51
Renaissance Technologies
New York
$35.3M +$8.71M +394,400 +32%
Neuberger Berman Group
52
Neuberger Berman Group
New York
$35.2M -$1.32M -59,945 -4%
Deutsche Bank
53
Deutsche Bank
Germany
$35.1M -$7.46M -337,815 -17%
UBS Group
54
UBS Group
Switzerland
$34M -$7.66M -346,717 -18%
Barclays
55
Barclays
United Kingdom
$33.1M -$4.94M -223,529 -13%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$31.9M +$12.3M +556,542 +60%
ClearBridge Investments
57
ClearBridge Investments
New York
$31.8M +$180K +8,153 +0.6%
MAMU
58
Marathon Asset Management (UK)
United Kingdom
$31.5M -$1.34M -60,621 -4%
PTC
59
Petrus Trust Company
Texas
$30.3M +$288K +13,029 +0.9%
TIM
60
Triodos Investment Management
Netherlands
$28.6M -$55.2K -2,500 -0.2%
Mitsubishi UFJ Trust & Banking
61
Mitsubishi UFJ Trust & Banking
Japan
$27.2M +$1.83M +83,022 +7%
Bank of America
62
Bank of America
North Carolina
$27M -$40.4M -1,827,906 -59%
National Pension Service
63
National Pension Service
South Korea
$25.8M +$26.6M +1,203,468 New
PP
64
Pertento Partners
United Kingdom
$25.8M +$386K +17,456 +1%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$25.5M +$941K +42,615 +4%
Schroder Investment Management Group
66
Schroder Investment Management Group
United Kingdom
$24.6M +$14.6M +661,379 +136%
Two Sigma Advisers
67
Two Sigma Advisers
New York
$24.5M -$40.5M -1,834,600 -62%
Los Angeles Capital Management
68
Los Angeles Capital Management
California
$23.9M -$23.9M -1,083,685 -49%
IIM
69
INTECH Investment Management
Florida
$22.7M +$5.32M +240,951 +29%
Citigroup
70
Citigroup
New York
$22.7M -$1.8M -81,658 -7%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$22.2M +$138K +6,249 +0.6%
TC
72
TwinBeech Capital
New York
$21M +$19.1M +863,679 +736%
HSBC Holdings
73
HSBC Holdings
United Kingdom
$20.7M +$3.66M +165,825 +21%
AGA
74
Altrinsic Global Advisors
Connecticut
$20.7M +$1.94M +88,067 +10%
IAM
75
Iridian Asset Management
Connecticut
$19.4M -$803K -36,353 -4%

GEN Hedge Fund Activity: Q4 2022 in Review

544 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q4 2022, worth a combined $11.3B — up 4.2% from $10.8B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of GEN and 65 opened new positions — a net loss of 7 holders — while 209 trimmed existing stakes and 189 added.

The largest buyer was BlackRock, adding an estimated $141M. The largest seller was Boston Partners, cutting an estimated $111M.

  • 544 institutional investors held Gen Digital (GEN) as of Q4 2022, down from 564 in Q3 2022.
  • Funds reported $11.3B of Gen Digital stock for Q4 2022, up 4.2% quarter-over-quarter.
  • 65 funds opened new Gen Digital positions in Q4 2022 and 72 closed out, a net change of -7 holders.
  • The largest Gen Digital buyer in Q4 2022 was BlackRock, an estimated $141M added.
  • The largest Gen Digital seller in Q4 2022 was Boston Partners, an estimated $111M sold.

Based on aggregated 13F filings for Q4 2022.