Gen Digital
536 hedge funds and large institutions have $9.11B invested in Gen Digital in 2023 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 188 increasing their positions, 210 reducing their positions, and 64 closing their positions.
58% more call options, than puts
Call options by funds: $26.9M | Put options by funds: $17.1M
2.19% more ownership
Funds ownership: 80.81% → 82.99% (+2.2%)
2% less first-time investments, than exits
New positions opened: 63 | Existing positions closed: 64
1% less funds holding
Funds holding: 544 → 536 (-8)
10% less repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 210
19% less capital invested
Capital invested by funds: $11.3B → $9.11B (-$2.17B)
55% less funds holding in top 10
Funds holding in top 10: 11 → 5 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$101M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$88.2M |
| 3 |
State Street
Boston,
Massachusetts
|
+$67.6M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$60M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$44.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
-$127M |
| 2 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
-$100M |
| 3 |
JP Morgan Chase
New York
|
-$72.8M |
| 4 |
AIM
Achmea Investment Management
Zeist,
Netherlands
|
-$47M |
| 5 |
A
AustralianSuper
Melbourne,
Australia
|
-$36.2M |
GEN Hedge Fund Activity: Q1 2023 in Review
536 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q1 2023, worth a combined $9.11B — down 19% from $11.3B a quarter earlier.
Sellers outnumbered buyers: 64 funds closed out of GEN and 63 opened new positions — a net loss of 1 holder — while 210 trimmed existing stakes and 188 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $101M. The largest seller was VOYA Investment Management, cutting an estimated $127M.
- 536 institutional investors held Gen Digital (GEN) as of Q1 2023, down from 544 in Q4 2022.
- Funds reported $9.11B of Gen Digital stock for Q1 2023, down 19% quarter-over-quarter.
- 63 funds opened new Gen Digital positions in Q1 2023 and 64 closed out, a net change of -1 holder.
- The largest Gen Digital buyer in Q1 2023 was T. Rowe Price Associates, an estimated $101M added.
- The largest Gen Digital seller in Q1 2023 was VOYA Investment Management, an estimated $127M sold.
Based on aggregated 13F filings for Q1 2023.