Gen Digital
531 hedge funds and large institutions have $14.6B invested in Gen Digital in 2014 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 185 increasing their positions, 199 reducing their positions, and 63 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 8 → 12 (+4)
23% more call options, than puts
Call options by funds: $158M | Put options by funds: $128M
16% more capital invested
Capital invested by funds: $12.6B → $14.6B (+$1.99B)
10% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 63
0% more funds holding
Funds holding: 530 → 531 (+1)
7% less repeat investments, than reductions
Existing positions increased: 185 | Existing positions reduced: 199
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$123M |
| 2 |
OAC
OMERS Administration Corp
Toronto,
Ontario, Canada
|
+$109M |
| 3 |
SCM
Snow Capital Management
Sewickley,
Pennsylvania
|
+$86.4M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$86M |
| 5 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$79.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VH
ValueAct Holdings
San Francisco,
California
|
-$152M |
| 2 |
First Manhattan
New York
|
-$90.2M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$79.1M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$68M |
| 5 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$64.3M |
GEN Hedge Fund Activity: Q2 2014 in Review
531 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q2 2014, worth a combined $14.6B — up 16% from $12.6B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new GEN positions and 63 closed out — a net gain of 6 holders — while 185 added to existing stakes and 199 trimmed.
The largest buyer was Norges Bank, adding an estimated $123M. The largest seller was ValueAct Holdings, exiting entirely with an estimated $152M sold.
- 531 institutional investors held Gen Digital (GEN) as of Q2 2014, up from 530 in Q1 2014.
- Funds reported $14.6B of Gen Digital stock for Q2 2014, up 16% quarter-over-quarter.
- 69 funds opened new Gen Digital positions in Q2 2014 and 63 closed out, a net change of +6 holders.
- The largest Gen Digital buyer in Q2 2014 was Norges Bank, an estimated $123M added.
- The largest Gen Digital seller in Q2 2014 was ValueAct Holdings, an estimated $152M sold.
Based on aggregated 13F filings for Q2 2014.