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Check Point Software Technologies

594 hedge funds and large institutions have $10.2B invested in Check Point Software Technologies in 2022 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 178 increasing their positions, 222 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $137M | Put options by funds: $54.7M

50% more funds holding in top 10

Funds holding in top 10: 1421 (+7)

0.88% less ownership

Funds ownership: 66.55%65.67% (-0.88%)

5% less funds holding

Funds holding: 624594 (-30)

16% less capital invested

Capital invested by funds: $12.2B → $10.2B (-$1.97B)

20% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 222

23% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 82

Holders
594
Holders Change
-30
Holders Change %
-4.81%
% of All Funds
10.01%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.35%
New
63
Increased
178
Reduced
222
Closed
82
Calls
$137M
Puts
$54.7M
Net Calls
+$82.4M
Net Calls Change
+$28.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WRCM
26
Whale Rock Capital Management
Massachusetts
$107M -$81.8M -637,315 -42%
BCPEMI
27
Bain Capital Public Equity Management II
Massachusetts
$106M +$10.4M +81,013 +10%
Two Sigma Investments
28
Two Sigma Investments
New York
$105M -$16.9M -131,913 -13%
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$99.8M -$33.4M -260,150 -24%
CS
30
Credit Suisse
Switzerland
$94M +$763K +5,945 +0.8%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$93.2M -$4.02M -31,286 -4%
EARNEST Partners
32
EARNEST Partners
Georgia
$91.1M -$2.44M -19,009 -2%
JCAM
33
Jericho Capital Asset Management
New York
$91.1M -$17.8M -138,769 -16%
Northern Trust
34
Northern Trust
Illinois
$86.9M -$27.5M -214,383 -23%
Ameriprise
35
Ameriprise
Minnesota
$86.2M +$18.9M +146,880 +26%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$77.2M +$1.62M +12,589 +2%
Mirae Asset Global Investments
37
Mirae Asset Global Investments
South Korea
$74.9M -$18.6M -144,850 -19%
UBS AM
38
UBS AM
Illinois
$69.8M -$1.58M -12,313 -2%
AI
39
Ariel Investments
Illinois
$68.2M +$10.6M +82,834 +17%
EMG
40
ETF Managers Group
New Jersey
$67.5M -$10.8M -83,784 -13%
Norges Bank
41
Norges Bank
Norway
$65.5M -$38.1M -297,007 -36%
AAM
42
Ardevora Asset Management
United Kingdom
$65M +$19.7M +153,793 +40%
Morgan Stanley
43
Morgan Stanley
New York
$63.5M +$33.7M +262,517 +101%
Goldman Sachs
44
Goldman Sachs
New York
$62M +$3.41M +26,536 +5%
SIM
45
Sprucegrove Investment Management
Ontario, Canada
$61.1M -$3.5M -27,300 -5%
NONA
46
Ninety One North America
New York
$60.5M +$6.08M +47,342 +11%
WGI
47
Westwood Global Investments
Massachusetts
$55.9M -$1.47M -11,487 -2%
SEI Investments
48
SEI Investments
Pennsylvania
$55.5M -$8.01M -62,427 -12%
Renaissance Technologies
49
Renaissance Technologies
New York
$54.4M +$19.2M +149,400 +50%
DekaBank Deutsche Girozentrale
50
DekaBank Deutsche Girozentrale
Germany
$54.4M +$1.17M +9,128 +2%

CHKP Hedge Fund Activity: Q2 2022 in Review

594 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Check Point Software Technologies (CHKP) for Q2 2022, worth a combined $10.2B — down 16% from $12.2B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of CHKP and 63 opened new positions — a net loss of 19 holders — while 222 trimmed existing stakes and 178 added.

The largest buyer was Altshuler Shaham, opening a new position worth an estimated $121M. The largest seller was Harding Loevner, cutting an estimated $257M.

  • 594 institutional investors held Check Point Software Technologies (CHKP) as of Q2 2022, down from 624 in Q1 2022.
  • Funds reported $10.2B of Check Point Software Technologies stock for Q2 2022, down 16% quarter-over-quarter.
  • 63 funds opened new Check Point Software Technologies positions in Q2 2022 and 82 closed out, a net change of -19 holders.
  • The largest Check Point Software Technologies buyer in Q2 2022 was Altshuler Shaham, an estimated $121M added.
  • The largest Check Point Software Technologies seller in Q2 2022 was Harding Loevner, an estimated $257M sold.

Based on aggregated 13F filings for Q2 2022.