Gen Digital
530 hedge funds and large institutions have $12.6B invested in Gen Digital in 2014 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 182 increasing their positions, 184 reducing their positions, and 97 closing their positions.
70% more call options, than puts
Call options by funds: $175M | Put options by funds: $103M
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
1% less repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 184
3% less funds holding
Funds holding: 548 → 530 (-18)
12% less first-time investments, than exits
New positions opened: 85 | Existing positions closed: 97
16% less capital invested
Capital invested by funds: $14.9B → $12.6B (-$2.33B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$233M |
| 2 |
VH
ValueAct Holdings
San Francisco,
California
|
+$162M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$147M |
| 4 |
SCCM
Schafer Cullen Capital Management
New York
|
+$117M |
| 5 |
SCP
Seizert Capital Partners
Birmingham,
Michigan
|
+$94.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Institutional Capital
Chicago,
Illinois
|
-$370M |
| 2 |
CI
Cambiar Investors
Denver,
Colorado
|
-$153M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$115M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$102M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$68.6M |
GEN Hedge Fund Activity: Q1 2014 in Review
530 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q1 2014, worth a combined $12.6B — down 16% from $14.9B a quarter earlier.
Sellers outnumbered buyers: 97 funds closed out of GEN and 85 opened new positions — a net loss of 12 holders — while 184 trimmed existing stakes and 182 added.
The largest buyer was Franklin Resources, adding an estimated $233M. The largest seller was Institutional Capital, exiting entirely with an estimated $370M sold.
- 530 institutional investors held Gen Digital (GEN) as of Q1 2014, down from 548 in Q4 2013.
- Funds reported $12.6B of Gen Digital stock for Q1 2014, down 16% quarter-over-quarter.
- 85 funds opened new Gen Digital positions in Q1 2014 and 97 closed out, a net change of -12 holders.
- The largest Gen Digital buyer in Q1 2014 was Franklin Resources, an estimated $233M added.
- The largest Gen Digital seller in Q1 2014 was Institutional Capital, an estimated $370M sold.
Based on aggregated 13F filings for Q1 2014.