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Gen Digital

653 hedge funds and large institutions have $14B invested in Gen Digital in 2024 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 251 increasing their positions, 206 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 37

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 206

21% more call options, than puts

Call options by funds: $22.6M | Put options by funds: $18.7M

12% more funds holding

Funds holding: 584653 (+69)

0.75% less ownership

Funds ownership: 83.83%83.08% (-0.75%)

1% less capital invested

Capital invested by funds: $14.2B → $14B (-$145M)

Holders
653
Holders Change
+69
Holders Change %
+11.82%
% of All Funds
8.6%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
114
Increased
251
Reduced
206
Closed
37
Calls
$22.6M
Puts
$18.7M
Net Calls
+$3.95M
Net Calls Change
+$201K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.84B +$18.8M +653,229 +1%
BlackRock
2
BlackRock
New York
$1.48B +$22.2M +772,524 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$873M -$168M -5,840,213 -15%
State Street
4
State Street
Massachusetts
$781M +$42M +1,462,397 +5%
Ameriprise
5
Ameriprise
Minnesota
$556M -$55.4M -1,926,351 -9%
SV
6
Starboard Value
New York
$480M
BGC
7
Beutel, Goodman & Co
Ontario, Canada
$450M -$456K -15,865 -0.1%
Pacer Advisors
8
Pacer Advisors
Pennsylvania
$445M -$39.8M -1,382,588 -8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$393M +$9.45M +328,747 +2%
N
10
Nuveen
North Carolina
$336M +$52.2M +1,814,015 +17%
First Trust Advisors
11
First Trust Advisors
Illinois
$327M -$4.95M -172,057 -1%
Boston Partners
12
Boston Partners
Massachusetts
$266M +$9.21M +320,307 +3%
Invesco
13
Invesco
Georgia
$239M +$9.27M +322,269 +4%
LAM
14
Lyrical Asset Management
New York
$236M +$2.67M +92,969 +1%
UBS AM
15
UBS AM
Illinois
$234M +$45.4M +1,579,979 +23%
Franklin Resources
16
Franklin Resources
California
$234M -$35.5M -1,233,227 -13%
LSV Asset Management
17
LSV Asset Management
Illinois
$221M -$15.5M -537,638 -6%
Legal & General Group
18
Legal & General Group
United Kingdom
$220M -$19.3M -672,544 -8%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$209M -$1.81M -63,109 -0.8%
AllianceBernstein
20
AllianceBernstein
Tennessee
$204M -$76.6M -2,663,927 -26%
Northern Trust
21
Northern Trust
Illinois
$184M +$15.4M +537,271 +9%
Pictet Asset Management
22
Pictet Asset Management
Switzerland
$163M -$34.6M -1,204,376 -17%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$154M +$20M +694,534 +14%
Morgan Stanley
24
Morgan Stanley
New York
$140M +$16.5M +572,794 +13%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$139M -$3.36M -116,940 -2%

GEN Hedge Fund Activity: Q4 2024 in Review

653 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q4 2024, worth a combined $14B — down 1% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new GEN positions and 37 closed out — a net gain of 77 holders — while 251 added to existing stakes and 206 trimmed.

The largest buyer was Nuveen, adding an estimated $52.2M. The largest seller was Fidelity Investments, cutting an estimated $168M.

  • 653 institutional investors held Gen Digital (GEN) as of Q4 2024, up from 584 in Q3 2024.
  • Funds reported $14B of Gen Digital stock for Q4 2024, down 1% quarter-over-quarter.
  • 114 funds opened new Gen Digital positions in Q4 2024 and 37 closed out, a net change of +77 holders.
  • The largest Gen Digital buyer in Q4 2024 was Nuveen, an estimated $52.2M added.
  • The largest Gen Digital seller in Q4 2024 was Fidelity Investments, an estimated $168M sold.

Based on aggregated 13F filings for Q4 2024.