Gen Digital
547 hedge funds and large institutions have $13.8B invested in Gen Digital in 2021 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 199 increasing their positions, 197 reducing their positions, and 57 closing their positions.
80% more call options, than puts
Call options by funds: $112M | Put options by funds: $62M
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
1.28% more ownership
Funds ownership: 92.86% → 94.14% (+1.3%)
1% more repeat investments, than reductions
Existing positions increased: 199 | Existing positions reduced: 197
5% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 57
2% less funds holding
Funds holding: 557 → 547 (-10)
6% less capital invested
Capital invested by funds: $14.7B → $13.8B (-$808M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LAM
Lyrical Asset Management
New York
|
+$210M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$145M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$76M |
| 4 |
SSA
Schonfeld Strategic Advisors
New York
|
+$63.3M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$49.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAM
Iridian Asset Management
Westport,
Connecticut
|
-$182M |
| 2 |
AIG
American International Group
New York
|
-$164M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$58.9M |
| 4 |
Millennium Management
New York
|
-$57.1M |
| 5 |
Renaissance Technologies
New York
|
-$35.5M |
GEN Hedge Fund Activity: Q3 2021 in Review
547 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q3 2021, worth a combined $13.8B — down 5.5% from $14.7B a quarter earlier.
Sellers outnumbered buyers: 57 funds closed out of GEN and 54 opened new positions — a net loss of 3 holders — while 197 trimmed existing stakes and 199 added.
The largest buyer was Lyrical Asset Management, opening a new position worth an estimated $210M. The largest seller was Iridian Asset Management, exiting entirely with an estimated $182M sold.
- 547 institutional investors held Gen Digital (GEN) as of Q3 2021, down from 557 in Q2 2021.
- Funds reported $13.8B of Gen Digital stock for Q3 2021, down 5.5% quarter-over-quarter.
- 54 funds opened new Gen Digital positions in Q3 2021 and 57 closed out, a net change of -3 holders.
- The largest Gen Digital buyer in Q3 2021 was Lyrical Asset Management, an estimated $210M added.
- The largest Gen Digital seller in Q3 2021 was Iridian Asset Management, an estimated $182M sold.
Based on aggregated 13F filings for Q3 2021.