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Gen Digital

544 hedge funds and large institutions have $11.3B invested in Gen Digital in 2022 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 189 increasing their positions, 209 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

4% more capital invested

Capital invested by funds: $10.8B → $11.3B (+$457M)

0.14% more ownership

Funds ownership: 81.06%81.2% (+0.14%)

10% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 209

10% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 72

4% less funds holding

Funds holding: 564544 (-20)

36% less call options, than puts

Call options by funds: $21.4M | Put options by funds: $33.5M

Holders
544
Holders Change
-20
Holders Change %
-3.55%
% of All Funds
8.74%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
65
Increased
189
Reduced
209
Closed
72
Calls
$21.4M
Puts
$33.5M
Net Calls
-$12M
Net Calls Change
+$5.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.47B +$22.7M +1,030,127 +2%
BlackRock
2
BlackRock
New York
$1.32B +$141M +6,376,943 +12%
State Street
3
State Street
Massachusetts
$559M +$5.58M +252,453 +1%
AllianceBernstein
4
AllianceBernstein
Tennessee
$554M +$46.9M +2,121,926 +9%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$500M -$59.1M -2,674,480 -10%
SV
6
Starboard Value
New York
$405M -$6.4M -289,660 -2%
Ameriprise
7
Ameriprise
Minnesota
$283M -$8.66M -392,103 -3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$266M +$5.44M +246,331 +2%
PAMS
9
Pictet Asset Management (Switzerland)
Switzerland
$261M -$17.3M -782,914 -6%
BGC
10
Beutel, Goodman & Co
Ontario, Canada
$248M -$783K -35,445 -0.3%
Boston Partners
11
Boston Partners
Massachusetts
$226M -$111M -5,039,248 -32%
Legal & General Group
12
Legal & General Group
United Kingdom
$208M +$13.4M +608,903 +7%
VOYA Investment Management
13
VOYA Investment Management
Georgia
$197M -$4.29M -194,120 -2%
Amundi
14
Amundi
France
$173M +$22.6M +1,022,087 +15%
First Trust Advisors
15
First Trust Advisors
Illinois
$172M -$23.1M -1,047,575 -12%
Franklin Resources
16
Franklin Resources
California
$160M -$12.1M -549,979 -7%
N
17
Nuveen
North Carolina
$160M +$52M +2,353,819 +53%
Northern Trust
18
Northern Trust
Illinois
$157M -$13.9M -630,173 -8%
JP Morgan Chase
19
JP Morgan Chase
New York
$148M -$64.5M -2,922,132 -30%
LAM
20
Lyrical Asset Management
New York
$137M -$6.67M -301,908 -4%
Citadel Advisors
21
Citadel Advisors
Florida
$132M +$31.2M +1,414,579 +30%
Invesco
22
Invesco
Georgia
$127M -$2.73M -123,397 -2%
Morgan Stanley
23
Morgan Stanley
New York
$125M +$6.48M +293,277 +5%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$125M -$4.16M -188,565 -3%
PWAM
25
Park West Asset Management
California
$106M -$9.93M -449,530 -8%

GEN Hedge Fund Activity: Q4 2022 in Review

544 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q4 2022, worth a combined $11.3B — up 4.2% from $10.8B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of GEN and 65 opened new positions — a net loss of 7 holders — while 209 trimmed existing stakes and 189 added.

The largest buyer was BlackRock, adding an estimated $141M. The largest seller was Boston Partners, cutting an estimated $111M.

  • 544 institutional investors held Gen Digital (GEN) as of Q4 2022, down from 564 in Q3 2022.
  • Funds reported $11.3B of Gen Digital stock for Q4 2022, up 4.2% quarter-over-quarter.
  • 65 funds opened new Gen Digital positions in Q4 2022 and 72 closed out, a net change of -7 holders.
  • The largest Gen Digital buyer in Q4 2022 was BlackRock, an estimated $141M added.
  • The largest Gen Digital seller in Q4 2022 was Boston Partners, an estimated $111M sold.

Based on aggregated 13F filings for Q4 2022.