We are live on ! Find out more
GEN icon

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
COPPSERS
201
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.1M +$251K +11,388 +13%
National Bank of Canada
202
National Bank of Canada
Quebec, Canada
$2.1M -$18.9M -858,057 -90%
Rafferty Asset Management
203
Rafferty Asset Management
New York
$2.05M +$351K +15,883 +20%
CWM
204
CIBC World Markets
New York
$2.03M +$1.07M +48,461 +105%
X
205
Xponance
Pennsylvania
$2.02M +$200K +9,072 +11%
NYLIM
206
New York Life Investment Management
New York
$2M +$18.7K +848 +0.9%
KTA
207
Keeley-Teton Advisors
Illinois
$1.95M -$162K -7,342 -7%
YCM
208
Yousif Capital Management
Michigan
$1.94M +$14.4K +653 +0.7%
PCMI
209
Paradigm Capital Management Inc
New York
$1.93M
CIBC Asset Management
210
CIBC Asset Management
Ontario, Canada
$1.87M +$169K +7,652 +10%
PAM
211
Panagora Asset Management
Massachusetts
$1.84M +$11.1K +504 +0.6%
MOACM
212
Mutual of America Capital Management
New York
$1.78M +$18.8K +853 +1%
TPSF
213
Texas Permanent School Fund
Texas
$1.76M -$31.2K -1,411 -2%
Public Employees Retirement Association of Colorado
214
Public Employees Retirement Association of Colorado
Colorado
$1.7M
LRIC
215
Long Road Investment Counsel
Michigan
$1.64M
Handelsbanken Fonder
216
Handelsbanken Fonder
Sweden
$1.62M -$132K -5,986 -7%
Comerica Bank
217
Comerica Bank
Texas
$1.61M -$29.5K -1,334 -2%
Wealthfront Advisers
218
Wealthfront Advisers
California
$1.6M -$115K -5,207 -7%
GAM
219
Gotham Asset Management
New York
$1.54M -$2.46M -111,185 -61%
BA
220
Bridgewater Associates
Connecticut
$1.49M -$1.07M -48,338 -41%
CSS
221
Cubist Systematic Strategies
Connecticut
$1.49M -$1.6M -72,461 -51%
BBNA
222
Bremer Bank National Association
Minnesota
$1.47M +$1.17M +52,809 +332%
QCM
223
Quantinno Capital Management
New York
$1.46M +$572K +25,885 +61%
CNB
224
Czech National Bank
Czech Republic
$1.45M -$21K -952 -1%
Stifel Financial
225
Stifel Financial
Missouri
$1.44M +$770K +34,884 +108%

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.