Gen Digital
545 hedge funds and large institutions have $11.9B invested in Gen Digital in 2023 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 182 increasing their positions, 210 reducing their positions, and 64 closing their positions.
110% more call options, than puts
Call options by funds: $43.7M | Put options by funds: $20.8M
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
30% more capital invested
Capital invested by funds: $9.19B → $11.9B (+$2.74B)
30% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 64
2% more funds holding
Funds holding: 532 → 545 (+13)
0.55% more ownership
Funds ownership: 81.1% → 81.65% (+0.55%)
13% less repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 210
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Holocene Advisors
New York
|
+$156M |
| 2 |
Morgan Stanley
New York
|
+$85.8M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$70.7M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$42.7M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$37.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$91.1M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
-$70.8M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$39.6M |
| 4 |
BlackRock
New York
|
-$39.1M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$36.4M |
GEN Hedge Fund Activity: Q4 2023 in Review
545 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q4 2023, worth a combined $11.9B — up 30% from $9.19B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new GEN positions and 64 closed out — a net gain of 19 holders — while 182 added to existing stakes and 210 trimmed.
The largest buyer was Holocene Advisors, opening a new position worth an estimated $156M. The largest seller was T. Rowe Price Associates, cutting an estimated $91.1M.
- 545 institutional investors held Gen Digital (GEN) as of Q4 2023, up from 532 in Q3 2023.
- Funds reported $11.9B of Gen Digital stock for Q4 2023, up 30% quarter-over-quarter.
- 83 funds opened new Gen Digital positions in Q4 2023 and 64 closed out, a net change of +19 holders.
- The largest Gen Digital buyer in Q4 2023 was Holocene Advisors, an estimated $156M added.
- The largest Gen Digital seller in Q4 2023 was T. Rowe Price Associates, an estimated $91.1M sold.
Based on aggregated 13F filings for Q4 2023.