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Check Point Software Technologies
CHKP

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: 594 → 624 (+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: 17 → 14 (-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

Top Buyers

Rank Fund Capital Flow
1
AI
Ariel Investments
Illinois
+$78M
2
MIS
Morningstar Investment Services
Illinois
+$64.2M
3
Citadel Advisors
Citadel Advisors
Florida
+$52.2M
4
LSV Asset Management
LSV Asset Management
Illinois
+$51M
5
JCM
Junto Capital Management
New York
+$26.7M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$81M
2
CI
Clal Insurance
Israel
-$70.2M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$62.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$55.8M
5
SIM
Sprucegrove Investment Management
Ontario, Canada
-$53.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
601
Prestige Wealth Management Group
New Jersey
$4K – – –
CMBA
602
C.M. Bidwell & Associates
Hawaii
$3.87K – – –
KFI
603
Key Financial Inc
Pennsylvania
$3.87K – – –
MTIC
604
Missouri Trust & Investment Company
Missouri
$3.73K +$3.68K +28 New
SL
605
Salomon & Ludwin
Virginia
$3.46K +$3.42K +26 New
AF
606
Advisornet Financial
Minnesota
$3.33K -$8.41K -64 -72%
HWM
607
Horizons Wealth Management
North Carolina
$2.93K – – –
HCP
608
Hexagon Capital Partners
Arkansas
$2.8K +$263 +2 +11%
GC
609
Globeflex Capital
California
$2.4K – – –
GFPC
610
Global Financial Private Client
Florida
$2.27K – – –
BCMLT
611
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.26K – – –
GKIM
612
GW&K Investment Management
Massachusetts
$2K -$263 -2 -13%
NS
613
NBC Securities
Alabama
$2K +$2.36K +18 New
NIC
614
Northwest Investment Counselors
Oregon
$1.33K – – –
RA
615
Rise Advisors
New York
$1.33K – – –
RG
616
Retirement Group
California
$1.07K +$1.05K +8 New
TFA
617
Transamerica Financial Advisors
Florida
$1K – – –
PCM
618
Penserra Capital Management
California
$1K +$394 +3 +50%
CAL
619
Capital Analysts LLC
Pennsylvania
$1K +$919 +7 New
CCA
620
Column Capital Advisors
Indiana
$933 – – –
BIA
621
Bell Investment Advisors
California
$667 -$394 -3 -38%
AWM
622
Abound Wealth Management
Tennessee
$667 – – –
FSWA
623
Financial Synergies Wealth Advisors
Texas
$400 – – –
BCM
624
Bourgeon Capital Management
Connecticut
$400 +$394 +3 New
TAM
625
Tucker Asset Management
Colorado
$133 – – –
23 24
25
26 27

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.