The cluster is small and mixed, with no dominant directional signal. Monitor next 13F filing for follow-through on Artemis's conviction or further trimming by Td Waterhouse. No near-term catalyst implied.
Executive Summary
A mixed institutional cluster in Gen Digital (GEN) shows two asset managers accumulating $8.6M (led by Artemis doubling its stake to $12.1M) while three others trimmed $6.1M, led by Td Waterhouse Canada cutting 74% of its position. The net buying of $2.5M is modest relative to the stock's market cap, and the 45-day reporting lag limits the signal's timeliness.
Key Financial Metrics
Institutional Positions
Net institutional flow: $2.5M
▲ Buyers (2)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Artemis Investment Management | DOUBLED | +285.2% | $12.1M | $8.6M |
| Mather Group | ADD | +37.3% | $150.0K | $26.0K |
▼ Sellers (3)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Td Waterhouse Canada | TRIM | -74% | $7.0M | -$5.4M |
| Pensiondanmark Pensionsforsikringsaktieselskab | TRIM | -55% | $1.0M | -$606.0K |
| Assetmark | TRIM | -55.2% | $216.0K | -$130.0K |
Key Facts
- 2 buyers added $8.6M in new value; 3 sellers reduced by $6.1M
- Artemis Investment Management doubled its stake (+285.2% shares) to $12.1M
- Td Waterhouse Canada trimmed 74% of its position, selling $5.4M
- Net aggregate change: +$2.5M across 5 institutions
- All institutions are asset managers — no activist or passive/index funds detected
Financial Impact
Net institutional accumulation of $2.5M (buyers added $8.6M, sellers reduced $6.1M) — less than 0.1% of Gen Digital's ~$15B market cap
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- All participants are asset managers — no activist or insider buying to corroborate conviction
- Net dollar flow is immaterial relative to market cap
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-GEN-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 5d ago | Institutional Cluster | $24.89 | awaiting T+20 | — | — |
Oct 9, 2026 17d ago | 8-K | $23.35 | awaiting T+20 | — | — |
Oct 8, 2026 18d ago | 3 | $23.25 | awaiting T+20 | — | — |
Aug 25, 2026 8w ago | Insider Cluster | $29.64 $23.07 | ▼ −22.17% | ▼ −22.31% | — |
Aug 21, 2026 9w ago | Insider Cluster | $29.11 $27.29 | ▼ −6.25% | ▼ −7.55% | — |
Aug 10, 2026 11w ago | Court Ruling | $29.01 $29.76 | ▲ +2.59% | ▲ +3.64% | — |
Jun 12, 2026 19w ago | Insider Cluster | $24.41 $26.16 | ▲ +7.17% | ▲ +7.92% | — |
US Market Status
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