We are live on ! Find out more
GEN icon

Gen Digital

518 hedge funds and large institutions have $9.69B invested in Gen Digital in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 176 increasing their positions, 201 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

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: 56 (+1)

6% more capital invested

Capital invested by funds: $9.11B → $9.69B (+$580M)

1.11% less ownership

Funds ownership: 82.99%81.88% (-1.1%)

3% less funds holding

Funds holding: 535518 (-17)

12% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 201

19% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 68

Holders
518
Holders Change
-17
Holders Change %
-3.18%
% of All Funds
8.13%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
55
Increased
176
Reduced
201
Closed
68
Calls
$55.2M
Puts
$27.1M
Net Calls
+$28.1M
Net Calls Change
+$18.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.27B +$8.72M +498,545 +0.7%
BlackRock
2
BlackRock
New York
$1.16B +$17.2M +981,764 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$565M +$72M +4,114,063 +16%
State Street
4
State Street
Massachusetts
$562M +$14.5M +828,852 +3%
AllianceBernstein
5
AllianceBernstein
Tennessee
$446M -$10.1M -577,595 -2%
SV
6
Starboard Value
New York
$351M
Ameriprise
7
Ameriprise
Minnesota
$249M -$703K -40,195 -0.3%
BGC
8
Beutel, Goodman & Co
Ontario, Canada
$244M +$5.08M +290,587 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$238M +$7.39M +422,640 +3%
Boston Partners
10
Boston Partners
Massachusetts
$225M +$24.9M +1,424,919 +13%
Franklin Resources
11
Franklin Resources
California
$212M -$7.16M -409,042 -3%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$209M +$31.2M +1,785,863 +19%
Legal & General Group
13
Legal & General Group
United Kingdom
$203M +$32.4M +1,849,446 +20%
N
14
Nuveen
North Carolina
$192M +$56.9M +3,254,963 +46%
First Trust Advisors
15
First Trust Advisors
Illinois
$189M +$26.9M +1,536,039 +18%
Invesco
16
Invesco
Georgia
$161M +$9.63M +550,560 +7%
LAM
17
Lyrical Asset Management
New York
$158M -$5.84M -333,966 -4%
PWAM
18
Park West Asset Management
California
$133M +$4.52M +258,489 +4%
Citadel Advisors
19
Citadel Advisors
Florida
$125M +$38.6M +2,207,280 +49%
Northern Trust
20
Northern Trust
Illinois
$106M -$7.11M -406,379 -7%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$98.9M -$5.03M -287,313 -5%
Amundi
22
Amundi
France
$93.1M -$51.5M -2,945,134 -37%
PAMS
23
Pictet Asset Management (Switzerland)
Switzerland
$85.1M -$45.6M -2,606,503 -36%
CS
24
Credit Suisse
Switzerland
$80.5M -$6.91M -395,175 -8%
UBS AM
25
UBS AM
Illinois
$72.7M

GEN Hedge Fund Activity: Q2 2023 in Review

518 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q2 2023, worth a combined $9.69B — up 6.4% from $9.11B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of GEN and 55 opened new positions — a net loss of 13 holders — while 201 trimmed existing stakes and 176 added.

The largest buyer was Fidelity Investments, adding an estimated $72M. The largest seller was Amundi, cutting an estimated $51.5M.

  • 518 institutional investors held Gen Digital (GEN) as of Q2 2023, down from 535 in Q1 2023.
  • Funds reported $9.69B of Gen Digital stock for Q2 2023, up 6.4% quarter-over-quarter.
  • 55 funds opened new Gen Digital positions in Q2 2023 and 68 closed out, a net change of -13 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.