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Electronic Arts

970 hedge funds and large institutions have $36.6B invested in Electronic Arts in 2021 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 348 increasing their positions, 368 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 72

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

6% more capital invested

Capital invested by funds: $34.7B → $36.6B (+$1.91B)

2% more funds holding

Funds holding: 951970 (+19)

2% more call options, than puts

Call options by funds: $712M | Put options by funds: $698M

0.17% more ownership

Funds ownership: 89.34%89.52% (+0.17%)

5% less repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 368

Holders
970
Holders Change
+19
Holders Change %
+2%
% of All Funds
16.88%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.26%
New
98
Increased
348
Reduced
368
Closed
72
Calls
$712M
Puts
$698M
Net Calls
+$14.2M
Net Calls Change
+$96.8M
Name Holding Trade Value Shares
Change
Change in
Stake
VanEck Associates
76
VanEck Associates
New York
$88M -$6.29M -44,356 -7%
WP
77
Woodline Partners
California
$86.5M +$22M +154,763 +35%
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$86.3M +$3.94M +27,775 +5%
Retirement Systems of Alabama
79
Retirement Systems of Alabama
Alabama
$84.1M -$368K -2,592 -0.4%
DekaBank Deutsche Girozentrale
80
DekaBank Deutsche Girozentrale
Germany
$83.5M -$4.08M -28,761 -5%
D.E. Shaw & Co
81
D.E. Shaw & Co
New York
$83.3M -$107M -755,804 -57%
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$83.2M +$1.25M +8,814 +2%
Holocene Advisors
83
Holocene Advisors
New York
$82.3M +$81.2M +572,078 New
State of Wisconsin Investment Board
84
State of Wisconsin Investment Board
Wisconsin
$82.1M -$1.77M -12,447 -2%
PAM
85
Panagora Asset Management
Massachusetts
$81.9M -$2.21M -15,571 -3%
GT
86
Glenmede Trust
Pennsylvania
$81M -$21.3M -149,803 -21%
Citigroup
87
Citigroup
New York
$79.9M -$2.53M -17,864 -3%
National Pension Service
88
National Pension Service
South Korea
$75.6M +$1.08M +7,597 +1%
VIP
89
Vantage Investment Partners
Missouri
$75.3M +$1.21M +8,510 +2%
AAM
90
Ardevora Asset Management
United Kingdom
$73.4M +$15.9M +112,191 +28%
California State Teachers Retirement System (CalSTRS)
91
California State Teachers Retirement System (CalSTRS)
California
$72.1M -$7.13M -50,251 -9%
SEP
92
Soma Equity Partners
California
$71.9M -$42.6M -300,000 -38%
RhumbLine Advisers
93
RhumbLine Advisers
Massachusetts
$70M -$5.05M -35,590 -7%
Franklin Resources
94
Franklin Resources
California
$69.3M +$4.93M +34,750 +8%
American Century Companies
95
American Century Companies
Missouri
$69.1M -$4.7M -33,123 -6%
Allianz Asset Management
96
Allianz Asset Management
Germany
$68.1M -$8.81M -62,075 -12%
Nordea Investment Management
97
Nordea Investment Management
Sweden
$65.7M +$252K +1,775 +0.4%
ZIG
98
Zurich Insurance Group
Switzerland
$65.4M +$1.91M +13,462 +3%
JAM
99
Jupiter Asset Management
United Kingdom
$64.7M -$9.38M -66,082 -13%
Millennium Management
100
Millennium Management
New York
$62.6M +$4.24M +29,857 +7%

EA Hedge Fund Activity: Q2 2021 in Review

970 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Electronic Arts (EA) for Q2 2021, worth a combined $36.6B — up 5.5% from $34.7B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new EA positions and 72 closed out — a net gain of 26 holders — while 348 added to existing stakes and 368 trimmed.

The largest buyer was Macquarie Group, adding an estimated $460M. The largest seller was Capital Research Global Investors, cutting an estimated $272M.

  • 970 institutional investors held Electronic Arts (EA) as of Q2 2021, up from 951 in Q1 2021.
  • Funds reported $36.6B of Electronic Arts stock for Q2 2021, up 5.5% quarter-over-quarter.
  • 98 funds opened new Electronic Arts positions in Q2 2021 and 72 closed out, a net change of +26 holders.
  • The largest Electronic Arts buyer in Q2 2021 was Macquarie Group, an estimated $460M added.
  • The largest Electronic Arts seller in Q2 2021 was Capital Research Global Investors, an estimated $272M sold.

Based on aggregated 13F filings for Q2 2021.