Gen Digital
519 hedge funds and large institutions have $16B invested in Gen Digital in 2017 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 176 increasing their positions, 195 reducing their positions, and 71 closing their positions.
260% more call options, than puts
Call options by funds: $524M | Put options by funds: $146M
6% less first-time investments, than exits
New positions opened: 67 | Existing positions closed: 71
10% less repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 195
1% less funds holding
Funds holding: 526 → 519 (-7)
1.35% less ownership
Funds ownership: 94.69% → 93.33% (-1.4%)
11% less capital invested
Capital invested by funds: $17.9B → $16B (-$1.89B)
15% less funds holding in top 10
Funds holding in top 10: 20 → 17 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$410M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$287M |
| 3 |
CGI
CI Global Investments
Oakland,
California
|
+$200M |
| 4 |
Renaissance Technologies
New York
|
+$118M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$81.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LAM
Lyrical Asset Management
New York
|
-$250M |
| 2 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
-$232M |
| 3 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$162M |
| 4 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
-$123M |
| 5 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
-$88.3M |
GEN Hedge Fund Activity: Q2 2017 in Review
519 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q2 2017, worth a combined $16B — down 11% from $17.9B a quarter earlier.
Sellers outnumbered buyers: 71 funds closed out of GEN and 67 opened new positions — a net loss of 4 holders — while 195 trimmed existing stakes and 176 added.
The largest buyer was Capital Research Global Investors, adding an estimated $410M. The largest seller was Lyrical Asset Management, exiting entirely with an estimated $250M sold.
- 519 institutional investors held Gen Digital (GEN) as of Q2 2017, down from 526 in Q1 2017.
- Funds reported $16B of Gen Digital stock for Q2 2017, down 11% quarter-over-quarter.
- 67 funds opened new Gen Digital positions in Q2 2017 and 71 closed out, a net change of -4 holders.
- The largest Gen Digital buyer in Q2 2017 was Capital Research Global Investors, an estimated $410M added.
- The largest Gen Digital seller in Q2 2017 was Lyrical Asset Management, an estimated $250M sold.
Based on aggregated 13F filings for Q2 2017.