Gen Digital
556 hedge funds and large institutions have $14.5B invested in Gen Digital in 2021 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 175 increasing their positions, 212 reducing their positions, and 51 closing their positions.
71% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 51
31% more capital invested
Capital invested by funds: $11.1B → $14.5B (+$3.39B)
6% more funds holding
Funds holding: 524 → 556 (+32)
1.97% more ownership
Funds ownership: 90.95% → 92.92% (+2%)
17% less repeat investments, than reductions
Existing positions increased: 175 | Existing positions reduced: 212
22% less call options, than puts
Call options by funds: $43.3M | Put options by funds: $55.2M
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$302M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$235M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$145M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$97M |
| 5 |
Renaissance Technologies
New York
|
+$80.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$305M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$219M |
| 3 |
SV
Starboard Value
New York
|
-$110M |
| 4 |
BlackRock
New York
|
-$59.5M |
| 5 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
-$58.8M |
GEN Hedge Fund Activity: Q2 2021 in Review
556 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q2 2021, worth a combined $14.5B — up 31% from $11.1B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new GEN positions and 51 closed out — a net gain of 36 holders — while 175 added to existing stakes and 212 trimmed.
The largest buyer was Boston Partners, opening a new position worth an estimated $302M. The largest seller was Fidelity Investments, cutting an estimated $305M.
- 556 institutional investors held Gen Digital (GEN) as of Q2 2021, up from 524 in Q1 2021.
- Funds reported $14.5B of Gen Digital stock for Q2 2021, up 31% quarter-over-quarter.
- 87 funds opened new Gen Digital positions in Q2 2021 and 51 closed out, a net change of +36 holders.
- The largest Gen Digital buyer in Q2 2021 was Boston Partners, an estimated $302M added.
- The largest Gen Digital seller in Q2 2021 was Fidelity Investments, an estimated $305M sold.
Based on aggregated 13F filings for Q2 2021.