Gen Digital
524 hedge funds and large institutions have $11.1B invested in Gen Digital in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 160 increasing their positions, 201 reducing their positions, and 73 closing their positions.
1.12% more ownership
Funds ownership: 89.83% → 90.95% (+1.1%)
5% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 73
1% more capital invested
Capital invested by funds: $11B → $11.1B (+$100M)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
1% less funds holding
Funds holding: 527 → 524 (-3)
1% less call options, than puts
Call options by funds: $43.7M | Put options by funds: $44M
20% less repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 201
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$223M |
| 2 |
IAM
Iridian Asset Management
Westport,
Connecticut
|
+$138M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$91M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$61.7M |
| 5 |
Swedbank
Stockholm,
Sweden
|
+$48.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$86.7M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$78.7M |
| 3 |
SFM
Soros Fund Management
New York
|
-$70.2M |
| 4 |
CAM
Contour Asset Management
New York
|
-$66M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$65.8M |
GEN Hedge Fund Activity: Q1 2021 in Review
524 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q1 2021, worth a combined $11.1B — up 0.91% from $11B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new GEN positions and 73 closed out — a net gain of 4 holders — while 160 added to existing stakes and 201 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $223M. The largest seller was Ameriprise, cutting an estimated $86.7M.
- 524 institutional investors held Gen Digital (GEN) as of Q1 2021, down from 527 in Q4 2020.
- Funds reported $11.1B of Gen Digital stock for Q1 2021, up 0.91% quarter-over-quarter.
- 77 funds opened new Gen Digital positions in Q1 2021 and 73 closed out, a net change of +4 holders.
- The largest Gen Digital buyer in Q1 2021 was JP Morgan Chase, an estimated $223M added.
- The largest Gen Digital seller in Q1 2021 was Ameriprise, an estimated $86.7M sold.
Based on aggregated 13F filings for Q1 2021.