Gen Digital
495 hedge funds and large institutions have $15.3B invested in Gen Digital in 2018 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 171 increasing their positions, 171 reducing their positions, and 75 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 171 | Existing positions reduced: 171
0.38% less ownership
Funds ownership: 95.68% → 95.3% (-0.38%)
5% less funds holding
Funds holding: 519 → 495 (-24)
8% less capital invested
Capital invested by funds: $16.6B → $15.3B (-$1.34B)
24% less first-time investments, than exits
New positions opened: 57 | Existing positions closed: 75
60% less funds holding in top 10
Funds holding in top 10: 10 → 4 (-6)
62% less call options, than puts
Call options by funds: $80.5M | Put options by funds: $213M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
+$394M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$214M |
| 3 |
Goldman Sachs
New York
|
+$93.3M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$83.8M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
|
-$201M |
| 2 |
SIM
SRS Investment Management
New York
|
-$135M |
| 3 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$90M |
| 4 |
Janus Henderson Group
London,
|
-$85.9M |
| 5 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$85.4M |
GEN Hedge Fund Activity: Q1 2018 in Review
495 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q1 2018, worth a combined $15.3B — down 8.1% from $16.6B a quarter earlier.
Sellers outnumbered buyers: 75 funds closed out of GEN and 57 opened new positions — a net loss of 18 holders — while 171 trimmed existing stakes and 171 added.
The largest buyer was Orbis Allan Gray, adding an estimated $394M. The largest seller was Kensico Capital Management, exiting entirely with an estimated $201M sold.
- 495 institutional investors held Gen Digital (GEN) as of Q1 2018, down from 519 in Q4 2017.
- Funds reported $15.3B of Gen Digital stock for Q1 2018, down 8.1% quarter-over-quarter.
- 57 funds opened new Gen Digital positions in Q1 2018 and 75 closed out, a net change of -18 holders.
- The largest Gen Digital buyer in Q1 2018 was Orbis Allan Gray, an estimated $394M added.
- The largest Gen Digital seller in Q1 2018 was Kensico Capital Management, an estimated $201M sold.
Based on aggregated 13F filings for Q1 2018.