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Gen Digital

653 hedge funds and large institutions have $14B invested in Gen Digital in 2024 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 251 increasing their positions, 206 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 37

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 206

21% more call options, than puts

Call options by funds: $22.6M | Put options by funds: $18.7M

12% more funds holding

Funds holding: 584653 (+69)

0.75% less ownership

Funds ownership: 83.83%83.08% (-0.75%)

1% less capital invested

Capital invested by funds: $14.2B → $14B (-$145M)

Holders
653
Holders Change
+69
Holders Change %
+11.82%
% of All Funds
8.6%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
114
Increased
251
Reduced
206
Closed
37
Calls
$22.6M
Puts
$18.7M
Net Calls
+$3.95M
Net Calls Change
+$201K
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
201
Generali Asset Management
Italy
$2.73M +$2.86M +99,635 New
CK
202
Cohen Klingenstein
New York
$2.7M
FAN
203
Financial Advisors Network
California
$2.68M +$2.82M +97,933 New
Nisa Investment Advisors
204
Nisa Investment Advisors
Missouri
$2.67M -$1.03M -35,915 -27%
OAM
205
Ostrum Asset Management
France
$2.66M -$550K -19,134 -16%
EAM
206
Erste Asset Management
Austria
$2.62M +$183K +6,378 +7%
EF
207
Empowered Funds
Pennsylvania
$2.59M -$7.66M -266,293 -74%
Pathstone Holdings
208
Pathstone Holdings
New Jersey
$2.56M -$181K -6,290 -6%
Mirae Asset Global Investments
209
Mirae Asset Global Investments
South Korea
$2.55M +$281K +9,785 +12%
SI
210
Stephens Inc
Arkansas
$2.53M -$191K -6,641 -7%
URS
211
Utah Retirement Systems
Utah
$2.46M
GI
212
GAMCO Investors
Connecticut
$2.41M -$25.9K -900 -1%
CWM
213
CIBC World Markets
New York
$2.36M +$326K +11,327 +15%
CIBC Asset Management
214
CIBC Asset Management
Ontario, Canada
$2.35M -$292K -10,166 -11%
MOACM
215
Mutual of America Capital Management
New York
$2.35M +$549K +19,078 +29%
US Bancorp
216
US Bancorp
Minnesota
$2.34M -$193K -6,703 -7%
EI
217
Ethic Inc
New York
$2.32M -$277K -9,641 -10%
DZ Bank
218
DZ Bank
Germany
$2.32M -$602K -20,953 -20%
CIBC Private Wealth Group
219
CIBC Private Wealth Group
Georgia
$2.31M -$164K -5,715 -6%
AFA
220
Abacus FCF Advisors
Florida
$2.31M +$770K +26,784 +47%
LAM
221
LECAP Asset Management
United Kingdom
$2.28M +$2.4M +83,391 New
HF
222
HRT Financial
New York
$2.25M +$2.36M +82,170 New
Daiwa Securities Group
223
Daiwa Securities Group
Japan
$2.24M +$149K +5,184 +7%
X
224
Xponance
Pennsylvania
$2.24M +$142K +4,945 +6%
Osaic Holdings
225
Osaic Holdings
Arizona
$2.21M +$350K +12,175 +18%

GEN Hedge Fund Activity: Q4 2024 in Review

653 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q4 2024, worth a combined $14B — down 1% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new GEN positions and 37 closed out — a net gain of 77 holders — while 251 added to existing stakes and 206 trimmed.

The largest buyer was Nuveen, adding an estimated $52.2M. The largest seller was Fidelity Investments, cutting an estimated $168M.

  • 653 institutional investors held Gen Digital (GEN) as of Q4 2024, up from 584 in Q3 2024.
  • Funds reported $14B of Gen Digital stock for Q4 2024, down 1% quarter-over-quarter.
  • 114 funds opened new Gen Digital positions in Q4 2024 and 37 closed out, a net change of +77 holders.
  • The largest Gen Digital buyer in Q4 2024 was Nuveen, an estimated $52.2M added.
  • The largest Gen Digital seller in Q4 2024 was Fidelity Investments, an estimated $168M sold.

Based on aggregated 13F filings for Q4 2024.