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Check Point Software Technologies

618 hedge funds and large institutions have $10.5B invested in Check Point Software Technologies in 2022 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 169 increasing their positions, 249 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 43

84% more call options, than puts

Call options by funds: $114M | Put options by funds: $62.1M

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

13% more capital invested

Capital invested by funds: $9.24B → $10.5B (+$1.23B)

5% more funds holding

Funds holding: 590618 (+28)

0.08% more ownership

Funds ownership: 66%66.09% (+0.08%)

32% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 249

Holders
618
Holders Change
+28
Holders Change %
+4.75%
% of All Funds
9.93%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.34%
New
80
Increased
169
Reduced
249
Closed
43
Calls
$114M
Puts
$62.1M
Net Calls
+$52.1M
Net Calls Change
+$44.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$925M -$36.9M -295,715 -4%
BlackRock
2
BlackRock
New York
$735M -$70.3M -563,238 -9%
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$470M +$91.2M +730,996 +24%
Ninety One (UK)
4
Ninety One (UK)
United Kingdom
$467M -$12.7M -101,582 -3%
Nordea Investment Management
5
Nordea Investment Management
Sweden
$353M -$55.3M -442,986 -14%
Boston Partners
6
Boston Partners
Massachusetts
$347M +$33.3M +266,875 +11%
Legal & General Group
7
Legal & General Group
United Kingdom
$282M +$24.6M +197,179 +10%
State Street
8
State Street
Massachusetts
$269M -$1.89M -15,172 -0.7%
Ameriprise
9
Ameriprise
Minnesota
$219M +$102M +815,745 +89%
Robeco Institutional Asset Management
10
Robeco Institutional Asset Management
Netherlands
$203M +$201M +1,607,221 New
AGA
11
Altrinsic Global Advisors
Connecticut
$192M +$16.1M +128,920 +9%
Franklin Resources
12
Franklin Resources
California
$185M -$7.68M -61,580 -4%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$171M -$35.9M -287,399 -17%
IAM
14
Ion Asset Management
Israel
$169M +$20.2M +161,826 +14%
Deutsche Bank
15
Deutsche Bank
Germany
$168M -$9.2M -73,704 -5%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$167M +$47.8M +382,739 +41%
CI
17
Clal Insurance
Israel
$159M -$22.5M -180,000 -12%
First Trust Advisors
18
First Trust Advisors
Illinois
$149M -$31.7M -253,896 -18%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$143M +$140M +1,124,485 +9,391%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$129M -$2.25M -17,999 -2%
TSW
21
Thompson Siegel & Walmsley
Virginia
$108M -$2.18M -17,500 -2%
PG
22
Pendal Group
Australia
$108M -$2.18M -17,500 -2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$98.9M +$17.9M +143,360 +22%
EARNEST Partners
24
EARNEST Partners
Georgia
$94.2M -$881K -7,061 -0.9%
Northern Trust
25
Northern Trust
Illinois
$92.2M -$216K -1,733 -0.2%

CHKP Hedge Fund Activity: Q4 2022 in Review

618 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Check Point Software Technologies (CHKP) for Q4 2022, worth a combined $10.5B — up 13% from $9.24B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new CHKP positions and 43 closed out — a net gain of 37 holders — while 169 added to existing stakes and 249 trimmed.

The largest buyer was Robeco Institutional Asset Management, opening a new position worth an estimated $201M. The largest seller was Alyeska Investment Group, cutting an estimated $92.8M.

  • 618 institutional investors held Check Point Software Technologies (CHKP) as of Q4 2022, up from 590 in Q3 2022.
  • Funds reported $10.5B of Check Point Software Technologies stock for Q4 2022, up 13% quarter-over-quarter.
  • 80 funds opened new Check Point Software Technologies positions in Q4 2022 and 43 closed out, a net change of +37 holders.
  • The largest Check Point Software Technologies buyer in Q4 2022 was Robeco Institutional Asset Management, an estimated $201M added.
  • The largest Check Point Software Technologies seller in Q4 2022 was Alyeska Investment Group, an estimated $92.8M sold.

Based on aggregated 13F filings for Q4 2022.