Gen Digital
519 hedge funds and large institutions have $9.7B invested in Gen Digital in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 178 increasing their positions, 200 reducing their positions, and 68 closing their positions.
104% more call options, than puts
Call options by funds: $55.2M | Put options by funds: $27.1M
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
7% less capital inflows, than outflows
Capital inflows: $627M | Capital outflows: $675M
1.16% less ownership
Funds ownership: 82.99% → 81.83% (-1.2%)
3% less funds holding
Funds holding: 537 → 519 (-18)
11% less repeat investments, than reductions
Existing positions increased: 178 | Existing positions reduced: 200
21% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 68
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$72M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
+$56.9M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$38.6M |
| 4 |
Legal & General Group
London,
United Kingdom
|
+$32.4M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$31.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Amundi
Paris,
France
|
-$51.5M |
| 2 |
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
-$45.6M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
-$42.3M |
| 4 |
JP Morgan Chase
New York
|
-$39.1M |
| 5 |
Impax Asset Management Group
London,
United Kingdom
|
-$34.2M |
GEN Hedge Fund Activity: Q2 2023 in Review
519 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q2 2023, worth a combined $9.7B — up 6.4% from $9.11B a quarter earlier.
Sellers outnumbered buyers: 68 funds closed out of GEN and 54 opened new positions — a net loss of 14 holders — while 200 trimmed existing stakes and 178 added.
The largest buyer was Fidelity Investments, adding an estimated $72M. The largest seller was Amundi, cutting an estimated $51.5M.
- 519 institutional investors held Gen Digital (GEN) as of Q2 2023, down from 537 in Q1 2023.
- Funds reported $9.7B of Gen Digital stock for Q2 2023, up 6.4% quarter-over-quarter.
- 54 funds opened new Gen Digital positions in Q2 2023 and 68 closed out, a net change of -14 holders.
- The largest Gen Digital buyer in Q2 2023 was Fidelity Investments, an estimated $72M added.
- The largest Gen Digital seller in Q2 2023 was Amundi, an estimated $51.5M sold.
Based on aggregated 13F filings for Q2 2023.