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Gen Digital

532 hedge funds and large institutions have $9.19B invested in Gen Digital in 2023 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 165 increasing their positions, 217 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $48.2M | Put options by funds: $16.1M

40% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 43

3% more funds holding

Funds holding: 518532 (+14)

0.78% less ownership

Funds ownership: 81.88%81.1% (-0.78%)

5% less capital invested

Capital invested by funds: $9.69B → $9.19B (-$495M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

24% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 217

Holders
532
Holders Change
+14
Holders Change %
+2.7%
% of All Funds
8.44%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
60
Increased
165
Reduced
217
Closed
43
Calls
$48.2M
Puts
$16.1M
Net Calls
+$32.1M
Net Calls Change
+$3.96M
Name Holding Trade Value Shares
Change
Change in
Stake
MYAM
201
Meiji Yasuda Asset Management
Japan
$1.57M +$1.02M +52,240 +143%
CCP
202
Cunning Capital Partners
North Carolina
$1.57M +$1.73M +88,730 New
Nisa Investment Advisors
203
Nisa Investment Advisors
Missouri
$1.56M
X
204
Xponance
Pennsylvania
$1.56M +$26.2K +1,343 +2%
YCM
205
Yousif Capital Management
Michigan
$1.47M -$62.4K -3,200 -4%
PRC
206
Pearl River Capital
Michigan
$1.47M -$220K -11,273 -12%
WP
207
Woodline Partners
California
$1.42M +$1.56M +80,100 New
YDMI
208
Y.D. More Investments
Israel
$1.41M -$152K -7,803 -10%
Two Sigma Advisers
209
Two Sigma Advisers
New York
$1.4M +$1.54M +79,166 New
MOACM
210
Mutual of America Capital Management
New York
$1.39M -$59.9K -3,069 -4%
Stifel Financial
211
Stifel Financial
Missouri
$1.37M -$2.99K -153 -0.2%
Janus Henderson Group
212
Janus Henderson Group
United Kingdom
$1.36M -$278K -14,246 -16%
LRIC
213
Long Road Investment Counsel
Michigan
$1.35M
ESCM
214
Echo Street Capital Management
New York
$1.35M +$803K +41,162 +118%
Capstone Investment Advisors
215
Capstone Investment Advisors
New York
$1.32M -$421K -21,583 -22%
FDCDDQ
216
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.3M +$118K +6,051 +9%
Public Employees Retirement Association of Colorado
217
Public Employees Retirement Association of Colorado
Colorado
$1.29M -$26.7K -1,370 -2%
Impax Asset Management Group
218
Impax Asset Management Group
United Kingdom
$1.27M -$49.4K -2,534 -3%
CIBC Private Wealth Group
219
CIBC Private Wealth Group
Georgia
$1.26M +$168K +8,596 +14%
IG
220
ING Group
Netherlands
$1.26M +$1.39M +71,347 New
Pacer Advisors
221
Pacer Advisors
Pennsylvania
$1.26M +$569K +29,166 +69%
TI
222
Tidal Investments
Wisconsin
$1.24M +$58.1K +2,977 +4%
IMRF
223
Illinois Municipal Retirement Fund
Illinois
$1.24M
AA
224
ALPS Advisors
Colorado
$1.21M -$778K -39,885 -37%
HIMCH
225
Hartford Investment Management Co (HIMCO)
Connecticut
$1.2M -$69.3K -3,550 -5%

GEN Hedge Fund Activity: Q3 2023 in Review

532 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q3 2023, worth a combined $9.19B — down 5.1% from $9.69B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new GEN positions and 43 closed out — a net gain of 17 holders — while 165 added to existing stakes and 217 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $83.9M. The largest seller was AllianceBernstein, cutting an estimated $81.7M.

  • 532 institutional investors held Gen Digital (GEN) as of Q3 2023, up from 518 in Q2 2023.
  • Funds reported $9.19B of Gen Digital stock for Q3 2023, down 5.1% quarter-over-quarter.
  • 60 funds opened new Gen Digital positions in Q3 2023 and 43 closed out, a net change of +17 holders.
  • The largest Gen Digital buyer in Q3 2023 was LSV Asset Management, an estimated $83.9M added.
  • The largest Gen Digital seller in Q3 2023 was AllianceBernstein, an estimated $81.7M sold.

Based on aggregated 13F filings for Q3 2023.