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Gen Digital

562 hedge funds and large institutions have $14.4B invested in Gen Digital in 2021 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 192 increasing their positions, 199 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $101M | Put options by funds: $58.5M

32% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 60

3% more funds holding

Funds holding: 546562 (+16)

1.08% more ownership

Funds ownership: 94.14%95.22% (+1.1%)

4% more capital invested

Capital invested by funds: $13.8B → $14.4B (+$517M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

4% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 199

Holders
562
Holders Change
+16
Holders Change %
+2.93%
% of All Funds
8.65%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
79
Increased
192
Reduced
199
Closed
60
Calls
$101M
Puts
$58.5M
Net Calls
+$42.7M
Net Calls Change
-$7.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.66B +$6.83M +269,822 +0.4%
Capital World Investors
2
Capital World Investors
California
$1.38B -$426M -16,821,215 -24%
BlackRock
3
BlackRock
New York
$1.2B +$31.6M +1,248,493 +3%
State Street
4
State Street
Massachusetts
$674M +$24.1M +953,733 +4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$631M +$90.8M +3,589,877 +17%
Boston Partners
6
Boston Partners
Massachusetts
$583M +$120M +4,748,508 +27%
AllianceBernstein
7
AllianceBernstein
Tennessee
$465M +$11.8M +464,436 +3%
SV
8
Starboard Value
New York
$434M
Franklin Resources
9
Franklin Resources
California
$313M +$850K +33,584 +0.3%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$306M +$4.54M +179,435 +2%
Ameriprise
11
Ameriprise
Minnesota
$304M +$17.2M +679,210 +6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$295M +$6.1M +241,058 +2%
BGC
13
Beutel, Goodman & Co
Ontario, Canada
$287M +$39.3M +1,554,482 +16%
JP Morgan Chase
14
JP Morgan Chase
New York
$279M +$317K +12,529 +0.1%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$252M -$38.2M -1,511,456 -13%
Legal & General Group
16
Legal & General Group
United Kingdom
$201M +$4.39M +173,367 +2%
LAM
17
Lyrical Asset Management
New York
$187M -$22.1M -873,589 -11%
PAMS
18
Pictet Asset Management (Switzerland)
Switzerland
$187M +$354K +13,996 +0.2%
Allianz Asset Management
19
Allianz Asset Management
Germany
$183M -$1.84M -72,873 -1%
Northern Trust
20
Northern Trust
Illinois
$177M -$3.52M -139,002 -2%
N
21
Nuveen
North Carolina
$164M +$77.4M +3,059,404 +94%
Invesco
22
Invesco
Georgia
$164M +$17.8M +701,981 +13%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$152M -$11M -433,609 -7%
BG
24
Baupost Group
Massachusetts
$150M +$146M +5,780,000 New
PWAM
25
Park West Asset Management
California
$138M +$79.9M +3,158,072 +146%

GEN Hedge Fund Activity: Q4 2021 in Review

562 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q4 2021, worth a combined $14.4B — up 3.7% from $13.8B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new GEN positions and 60 closed out — a net gain of 19 holders — while 192 added to existing stakes and 199 trimmed.

The largest buyer was Baupost Group, opening a new position worth an estimated $146M. The largest seller was Capital World Investors, cutting an estimated $426M.

  • 562 institutional investors held Gen Digital (GEN) as of Q4 2021, up from 546 in Q3 2021.
  • Funds reported $14.4B of Gen Digital stock for Q4 2021, up 3.7% quarter-over-quarter.
  • 79 funds opened new Gen Digital positions in Q4 2021 and 60 closed out, a net change of +19 holders.
  • The largest Gen Digital buyer in Q4 2021 was Baupost Group, an estimated $146M added.
  • The largest Gen Digital seller in Q4 2021 was Capital World Investors, an estimated $426M sold.

Based on aggregated 13F filings for Q4 2021.