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Electronic Arts

793 hedge funds and large institutions have $40.5B invested in Electronic Arts in 2018 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 270 increasing their positions, 292 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $1.4B | Put options by funds: $609M

108% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 52

42% more funds holding in top 10

Funds holding in top 10: 2434 (+10)

15% more capital invested

Capital invested by funds: $35.1B → $40.5B (+$5.41B)

7% more funds holding

Funds holding: 741793 (+52)

0.44% less ownership

Funds ownership: 94.53%94.09% (-0.44%)

8% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 292

Holders
793
Holders Change
+52
Holders Change %
+7.02%
% of All Funds
18.15%
Holding in Top 10
34
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+41.67%
% of All Funds
0.78%
New
108
Increased
270
Reduced
292
Closed
52
Calls
$1.4B
Puts
$609M
Net Calls
+$788M
Net Calls Change
+$457M
Name Holding Trade Value Shares
Change
Change in
Stake
NIPH
51
NN Investment Partners Holdings
Netherlands
$168M +$143M +1,104,012 +1,316%
Primecap Management
52
Primecap Management
California
$162M -$4.29M -33,050 -3%
CGI
53
CI Global Investments
California
$158M +$62.1M +478,417 +75%
Charles Schwab
54
Charles Schwab
California
$158M +$4.07M +31,344 +3%
Wells Fargo
55
Wells Fargo
California
$147M -$39M -300,091 -22%
Swiss National Bank
56
Swiss National Bank
Switzerland
$143M +$3.4M +26,200 +3%
MWNA
57
Marshall Wace North America
New York
$141M +$4.07M +31,341 +3%
MNG
58
Manning & Napier Group
New York
$140M -$39.8M -306,754 -24%
Fidelity International
59
Fidelity International
Bermuda
$139M +$112M +860,634 +691%
Sumitomo Mitsui Trust Group
60
Sumitomo Mitsui Trust Group
Japan
$136M +$9.06M +69,772 +8%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$126M -$37.5M -288,685 -24%
SC
62
Samlyn Capital
New York
$124M +$21.1M +162,388 +23%
EC
63
Eminence Capital
New York
$122M +$6.96M +53,581 +7%
CS
64
Credit Suisse
Switzerland
$116M -$1.55M -11,965 -1%
HIM
65
Hillhouse Investment Management
Cayman Islands
$115M -$27.7M -213,603 -21%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$112M -$3.35M -25,800 -3%
FCM
67
Frontier Capital Management
Massachusetts
$111M -$96.1K -740 -0.1%
PAM
68
Panagora Asset Management
Massachusetts
$110M +$87.9M +676,670 +660%
Holocene Advisors
69
Holocene Advisors
New York
$106M +$39.3M +302,765 +68%
Dimensional Fund Advisors
70
Dimensional Fund Advisors
Texas
$105M +$152K +1,173 +0.2%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$99.8M +$11.8M +90,982 +15%
PAMU
72
Pictet Asset Management (UK)
United Kingdom
$92.3M -$7.57M -58,316 -8%
EAM
73
Eagle Asset Management
Florida
$89.8M +$10.1M +77,759 +14%
Mitsubishi UFJ Trust & Banking
74
Mitsubishi UFJ Trust & Banking
Japan
$89.6M +$892K +6,871 +1%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$89.2M +$80M +615,886 +3,687%

EA Hedge Fund Activity: Q2 2018 in Review

793 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Electronic Arts (EA) for Q2 2018, worth a combined $40.5B — up 15% from $35.1B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new EA positions and 52 closed out — a net gain of 56 holders — while 270 added to existing stakes and 292 trimmed.

The largest buyer was Egerton Capital (UK), adding an estimated $233M. The largest seller was Ameriprise, cutting an estimated $252M.

  • 793 institutional investors held Electronic Arts (EA) as of Q2 2018, up from 741 in Q1 2018.
  • Funds reported $40.5B of Electronic Arts stock for Q2 2018, up 15% quarter-over-quarter.
  • 108 funds opened new Electronic Arts positions in Q2 2018 and 52 closed out, a net change of +56 holders.
  • The largest Electronic Arts buyer in Q2 2018 was Egerton Capital (UK), an estimated $233M added.
  • The largest Electronic Arts seller in Q2 2018 was Ameriprise, an estimated $252M sold.

Based on aggregated 13F filings for Q2 2018.