Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Gen Digital Inc (GEN)

663 + Investors. Track Smart Money conviction in GEN. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -15
Streak
1Q ▼
Buyers last Q
51%

Smart Money Signals — GEN

Based on 666 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their GEN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
666 hedge funds hold GEN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+36 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

361 buying347 selling
Last quarter: 361 funds bought or added vs 347 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 100 → 81 → 111 → 104. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 23% medium ■ 18% new
394 out of 666 hedge funds have held GEN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -2%, value -35%

Value
-35%
Shares
-1%
Last quarter: funds added -2% more shares while total portfolio value only changed -35%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

92 → 100 → 81 → 111 → 104 new funds/Q
New funds entering each quarter: 100 → 81 → 111 → 104. A growing number of institutions are discovering GEN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 65% veterans vs 24% newcomers

■ 65% veterans ■ 11% 1-2yr ■ 24% new
Entry-cohort mix of 684 holders: 445 (65%) are 2+ year veterans, 75 entered 1–2 years ago, and 164 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
58 of 664 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in GEN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — GEN

In 2026 Q1, 361 hedge funds were net buyers of GEN (104 opened a new position, 257 added to an existing one), while 347 reduced or exited (228 trimmed, 119 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 51% of total institutional value in GEN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -15 funds (more exits than new entries). Total institutional holders: 666.

Hedge Fund Ownership: GEN

How many hedge funds hold GEN — quarterly history vs. share price
Quarterly hedge fund ownership of GEN vs. share price

Market Analysis: GEN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GEN

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Gen Digital Inc (GEN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much GEN has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
GEN
+29.2%
XLK
+39.1%

GEN outperformed XLK by -9.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
GEN
+4.3%
XLK
+4.8%

Since the filing became public, GEN outperformed XLK by -0.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

44 top-rated funds 0 high-conviction
Consensus
7.2
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: GEN
663 + Investors

Track Smart Money conviction in GEN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 663 681 -2.64%
13F Shares 521M 530M -1.7%
Total Value $9.23B $14.29B -35.4%
New Positions 103 111 -8
Increased Positions 255 249 +6
Closed Positions 121 86 +35
Reduced Positions 221 221 -
Total Calls 10 8 25.0%
Total Puts 9 9 -
PUT/CALL Ratio 0.9 1.12 Neutral

Statistics: GEN

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

663 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GEN. Verified SEC 13F-HR filings.

QUARTER:
Top 25 GEN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Starboard Value LP 3.21% 7,806,922 $147.0M
2 Triodos Investment Management BV 2.52% 1,769,538 $33.3M
3 Permit Capital, LLC 2.40% 375,000 $7.1M
4 Lyrical Asset Management LP 2.29% 7,967,247 $150.0M
5 Quartz Partners, LLC 1.50% 206,510 $3.9M
6 Iridian Asset Management LLC/Ct 1.45% 189,323 $3.6M
7 Board of the Pension Protection Fund 1.28% 73,800 $1.4M
8 Twinbeech Capital LP 0.82% 422,102 $7.9M
9 Kendall Capital Management 0.79% 203,495 $3.8M
10 Hixon Zuercher, LLC 0.75% 127,093 $2.4M
11 Aurora Investment Counsel 0.73% 69,876 $1.3M
12 Alan B Lancz & Associates, Inc. 0.60% 32,900 $620K
13 Lifeworks Advisors, LLC 0.57% 234,333 $4.4M
14 Todd Asset Management LLC 0.57% 1,533,922 $28.9M
15 Long Road Investment Counsel, LLC 0.56% 76,425 $1.4M
16 Martin & Co Inc /Tn/ 0.54% 167,356 $3.2M
17 Oxford Asset Management LLP 0.51% 62,424 $1.2M
18 OmniStar Financial Group, Inc. 0.50% 51,060 $961K
19 Oak Thistle LLC 0.47% 257,478 $4.8M
20 Watershed Asset Management, L.L.C. 0.44% 22,620 $426K
21 Occudo Quantitative Strategies LP 0.43% 411,801 $7.9M
22 Bridgefront Capital, LLC 0.42% 90,025 $1.7M
23 Arbejdsmarkedets Tillaegspension 0.39% 840,613 $15.8M
24 Bayesian Capital Management, LP 0.38% 16,411 $309K
25 Bonness Enterprises Inc 0.35% 51,500 $970K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Gen Digital Inc (GEN)

What does the Smart Money Trend signal show for GEN?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their GEN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for GEN?

Slight buying edge — 51% buying: Last quarter: 361 funds bought or added vs 347 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for GEN holders?

Elite ownership — 51% AUM from top-100 funds: 58 of 664 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in GEN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held GEN?

59% of holders stayed for 2+ years: 394 out of 666 hedge funds have held GEN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Gen Digital Inc (GEN) following the 2026 Q1 hedge fund 13F filings?

As of today, GEN has moved +4.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLK sector ETF — an outperformance of -0.5%. Since the quarter end (March 31, 2026), GEN has gained +29.2% vs +39.1% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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