Gen Digital
529 hedge funds and large institutions have $14.6B invested in Gen Digital in 2016 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 177 increasing their positions, 201 reducing their positions, and 62 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 12 → 20 (+8)
19% more capital invested
Capital invested by funds: $12.3B → $14.6B (+$2.35B)
13% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 62
0% more funds holding
Funds holding: 527 → 529 (+2)
12% less repeat investments, than reductions
Existing positions increased: 177 | Existing positions reduced: 201
61% less call options, than puts
Call options by funds: $89.1M | Put options by funds: $231M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JSP
Jackson Square Partners
Larkspur,
California
|
+$512M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$219M |
| 3 |
AIM
Assured Investment Management
New York
|
+$168M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$130M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$126M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
-$708M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$140M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$117M |
| 4 |
SPC
Slate Path Capital
New York
|
-$113M |
| 5 |
Select Equity Group
New York
|
-$61.1M |
GEN Hedge Fund Activity: Q3 2016 in Review
529 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q3 2016, worth a combined $14.6B — up 19% from $12.3B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new GEN positions and 62 closed out — a net gain of 8 holders — while 177 added to existing stakes and 201 trimmed.
The largest buyer was Jackson Square Partners, opening a new position worth an estimated $512M. The largest seller was Dodge & Cox, cutting an estimated $708M.
- 529 institutional investors held Gen Digital (GEN) as of Q3 2016, up from 527 in Q2 2016.
- Funds reported $14.6B of Gen Digital stock for Q3 2016, up 19% quarter-over-quarter.
- 70 funds opened new Gen Digital positions in Q3 2016 and 62 closed out, a net change of +8 holders.
- The largest Gen Digital buyer in Q3 2016 was Jackson Square Partners, an estimated $512M added.
- The largest Gen Digital seller in Q3 2016 was Dodge & Cox, an estimated $708M sold.
Based on aggregated 13F filings for Q3 2016.