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Check Point Software Technologies

624 hedge funds and large institutions have $10.8B invested in Check Point Software Technologies in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 196 increasing their positions, 228 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 38

56% more call options, than puts

Call options by funds: $139M | Put options by funds: $89.2M

5% more funds holding

Funds holding: 594624 (+30)

4% more capital invested

Capital invested by funds: $10.4B → $10.8B (+$423M)

1.35% less ownership

Funds ownership: 68.42%67.07% (-1.3%)

14% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 228

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

Holders
624
Holders Change
+30
Holders Change %
+5.05%
% of All Funds
9.9%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
75
Increased
196
Reduced
228
Closed
38
Calls
$139M
Puts
$89.2M
Net Calls
+$49.9M
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Pension Plan Investment Board
576
Canada Pension Plan Investment Board
Ontario, Canada
$13.3K
JFA
577
JNBA Financial Advisors
Minnesota
$13.3K
TFA
578
Toth Financial Advisory
Virginia
$13.3K
POIA
579
Pin Oak Investment Advisors
Texas
$13K
OLVIG
580
Oliver Lagore Vanvalin Investment Group
Michigan
$12.3K +$2.89K +22 +31%
HFS
581
Hantz Financial Services
Michigan
$11K +$788 +6 +8%
ZB
582
Zions Bancorporation
Utah
$10.1K +$263 +2 +3%
NC
583
NewSquare Capital
Pennsylvania
$9.73K +$9.59K +73 New
FCA
584
FinTrust Capital Advisors
South Carolina
$9.2K -$394 -3 -4%
VAG
585
VisionPoint Advisory Group
Texas
$9.06K
LWANC
586
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.4K
AWM
587
Avior Wealth Management
Nebraska
$6.8K
IHWM
588
Iron Horse Wealth Management
Iowa
$6.8K +$6.7K +51 New
SIC
589
Salem Investment Counselors
North Carolina
$6.53K
BC
590
Barrett & Company
Rhode Island
$6.26K +$6.17K +47 New
BWL
591
Bogart Wealth LLC
Virginia
$6K
BF
592
BOK Financial
Oklahoma
$5.77K +$5.38K +41 +2,050%
CFS
593
CGC Financial Services
Oregon
$5.2K
CMA
594
Cedar Mountain Advisors
Oregon
$5.07K
SA
595
SRH Advisors
Kansas
$5.07K
SWA
596
Sutton Wealth Advisors
Florida
$5.07K
NECFA
597
New England Capital Financial Advisors
Connecticut
$4.67K
PCA
598
Providence Capital Advisors
North Carolina
$4.4K
PMFA
599
Plante Moran Financial Advisors
Michigan
$4.26K +$4.2K +32 New
SWM
600
Spire Wealth Management
Virginia
$4.13K

CHKP Hedge Fund Activity: Q3 2023 in Review

624 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Check Point Software Technologies (CHKP) for Q3 2023, worth a combined $10.8B — up 4.1% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new CHKP positions and 38 closed out — a net gain of 37 holders — while 196 added to existing stakes and 228 trimmed.

The largest buyer was Ariel Investments, adding an estimated $78M. The largest seller was Ameriprise, cutting an estimated $81M.

  • 624 institutional investors held Check Point Software Technologies (CHKP) as of Q3 2023, up from 594 in Q2 2023.
  • Funds reported $10.8B of Check Point Software Technologies stock for Q3 2023, up 4.1% quarter-over-quarter.
  • 75 funds opened new Check Point Software Technologies positions in Q3 2023 and 38 closed out, a net change of +37 holders.
  • The largest Check Point Software Technologies buyer in Q3 2023 was Ariel Investments, an estimated $78M added.
  • The largest Check Point Software Technologies seller in Q3 2023 was Ameriprise, an estimated $81M sold.

Based on aggregated 13F filings for Q3 2023.