We are live on ! Find out more
GEN icon

Gen Digital

469 hedge funds and large institutions have $12.3B invested in Gen Digital in 2019 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 159 increasing their positions, 175 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.99% more ownership

Funds ownership: 89.67%91.66% (+2%)

9% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 175

5% less funds holding

Funds holding: 493469 (-24)

7% less capital invested

Capital invested by funds: $13.1B → $12.3B (-$857M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

24% less call options, than puts

Call options by funds: $51.8M | Put options by funds: $68.2M

26% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 73

Holders
469
Holders Change
-24
Holders Change %
-4.87%
% of All Funds
10.19%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.17%
New
54
Increased
159
Reduced
175
Closed
73
Calls
$51.8M
Puts
$68.2M
Net Calls
-$16.4M
Net Calls Change
-$81.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WBC
201
Westpac Banking Corp
Australia
$1.63M -$208K -9,676 -11%
SRC
202
Shufro Rose & Co
New York
$1.53M -$14K -649 -0.9%
WG
203
Winton Group
United Kingdom
$1.52M -$7.38M -343,248 -83%
CIBC World Market
204
CIBC World Market
Ontario, Canada
$1.51M +$448K +20,830 +43%
TAM
205
Tocqueville Asset Management
New York
$1.5M +$236K +11,000 +19%
SCA
206
Snowden Capital Advisors
New York
$1.48M -$5.76K -268 -0.4%
OPERF
207
Oregon Public Employees Retirement Fund
Oregon
$1.48M +$73.7K +3,430 +5%
LCM
208
Landscape Capital Management
New Jersey
$1.47M +$430K +20,025 +42%
KCP
209
Kenmare Capital Partners
New York
$1.43M
Federated Hermes
210
Federated Hermes
Pennsylvania
$1.42M +$1.2M +55,948 +598%
M&T Bank
211
M&T Bank
New York
$1.42M +$129K +6,016 +10%
GLA
212
Great Lakes Advisors
Illinois
$1.41M -$3.73M -173,554 -73%
TRSOTSOK
213
Teachers Retirement System of the State of Kentucky
Kentucky
$1.41M
WAM
214
Weatherly Asset Management
California
$1.4M -$90.3K -4,199 -6%
SAM
215
Securian Asset Management
Minnesota
$1.39M -$34.1K -1,585 -2%
GH
216
GAM Holding
Switzerland
$1.37M -$7.45M -346,743 -85%
PP
217
Pegasus Partners
Wisconsin
$1.36M +$1.34M +62,447 New
DnB Asset Management
218
DnB Asset Management
Norway
$1.35M -$1.49M -69,489 -53%
MIH
219
Meitav Investment House
Israel
$1.34M +$114K +5,300 +9%
OI
220
Oakbrook Investments
Illinois
$1.31M -$91.6K -4,260 -7%
Millennium Management
221
Millennium Management
New York
$1.31M +$2.28K +106 +0.2%
TAM
222
Trust Asset Management
Texas
$1.31M +$4.19K +195 +0.3%
SCM
223
Shelton Capital Management
Colorado
$1.26M +$1.21M +56,461 +4,248%
AG
224
Advisor Group
Arizona
$1.25M +$669K +31,122 +118%
Commonwealth Equity Services
225
Commonwealth Equity Services
Massachusetts
$1.22M +$34.2K +1,593 +3%

GEN Hedge Fund Activity: Q2 2019 in Review

469 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q2 2019, worth a combined $12.3B — down 6.5% from $13.1B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of GEN and 54 opened new positions — a net loss of 19 holders — while 175 trimmed existing stakes and 159 added.

The largest buyer was UBS Group, adding an estimated $312M. The largest seller was CI Investments Inc, cutting an estimated $161M.

  • 469 institutional investors held Gen Digital (GEN) as of Q2 2019, down from 493 in Q1 2019.
  • Funds reported $12.3B of Gen Digital stock for Q2 2019, down 6.5% quarter-over-quarter.
  • 54 funds opened new Gen Digital positions in Q2 2019 and 73 closed out, a net change of -19 holders.
  • The largest Gen Digital buyer in Q2 2019 was UBS Group, an estimated $312M added.
  • The largest Gen Digital seller in Q2 2019 was CI Investments Inc, an estimated $161M sold.

Based on aggregated 13F filings for Q2 2019.