Gen Digital
526 hedge funds and large institutions have $17.9B invested in Gen Digital in 2017 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 157 increasing their positions, 223 reducing their positions, and 68 closing their positions.
138% more call options, than puts
Call options by funds: $445M | Put options by funds: $187M
43% more funds holding in top 10
Funds holding in top 10: 14 → 20 (+6)
27% more capital invested
Capital invested by funds: $14.1B → $17.9B (+$3.8B)
0.38% less ownership
Funds ownership: 95.04% → 94.66% (-0.38%)
3% less first-time investments, than exits
New positions opened: 66 | Existing positions closed: 68
3% less funds holding
Funds holding: 540 → 526 (-14)
30% less repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 223
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.12B |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$397M |
| 3 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$374M |
| 4 |
Coatue Management
New York
|
+$359M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$87.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EM
Elliott Management
New York
|
-$287M |
| 2 |
Dodge & Cox
San Francisco,
California
|
-$198M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$132M |
| 4 |
HCM
Highfields Capital Management
Boston,
Massachusetts
|
-$131M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$127M |
GEN Hedge Fund Activity: Q1 2017 in Review
526 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q1 2017, worth a combined $17.9B — up 27% from $14.1B a quarter earlier.
Sellers outnumbered buyers: 68 funds closed out of GEN and 66 opened new positions — a net loss of 2 holders — while 223 trimmed existing stakes and 157 added.
The largest buyer was BlackRock, adding an estimated $1.12B. The largest seller was Elliott Management, exiting entirely with an estimated $287M sold.
- 526 institutional investors held Gen Digital (GEN) as of Q1 2017, down from 540 in Q4 2016.
- Funds reported $17.9B of Gen Digital stock for Q1 2017, up 27% quarter-over-quarter.
- 66 funds opened new Gen Digital positions in Q1 2017 and 68 closed out, a net change of -2 holders.
- The largest Gen Digital buyer in Q1 2017 was BlackRock, an estimated $1.12B added.
- The largest Gen Digital seller in Q1 2017 was Elliott Management, an estimated $287M sold.
Based on aggregated 13F filings for Q1 2017.