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Electronic Arts

373 hedge funds and large institutions have $9.4B invested in Electronic Arts in 2014 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 122 increasing their positions, 141 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $7.44B → $9.4B (+$1.95B)

26% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 47

2% more funds holding

Funds holding: 366373 (+7)

13% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 141

23% less call options, than puts

Call options by funds: $107M | Put options by funds: $140M

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
373
Holders Change
+7
Holders Change %
+1.91%
% of All Funds
10.77%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.23%
New
59
Increased
122
Reduced
141
Closed
47
Calls
$107M
Puts
$140M
Net Calls
-$32.7M
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.13B +$2.76M +102,992 +0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$646M +$19.3M +718,339 +3%
Primecap Management
3
Primecap Management
California
$483M -$125M -4,650,900 -22%
American Century Companies
4
American Century Companies
Missouri
$463M -$95.8M -3,572,919 -18%
MNA
5
Manning & Napier Advisors
New York
$435M -$126M -4,696,566 -24%
AllianceBernstein
6
AllianceBernstein
Tennessee
$416M -$14.8M -551,371 -4%
State Street
7
State Street
Massachusetts
$344M -$13.6M -507,791 -4%
JP Morgan Chase
8
JP Morgan Chase
New York
$275M +$191M +7,110,156 +301%
Ameriprise
9
Ameriprise
Minnesota
$252M +$161M +6,005,508 +223%
BIT
10
BlackRock Institutional Trust
California
$232M -$7.51M -280,254 -3%
Fidelity International
11
Fidelity International
Bermuda
$214M -$1.05M -39,338 -0.5%
Jennison Associates
12
Jennison Associates
New York
$200M -$538K -20,071 -0.3%
TCMV
13
Technology Crossover Management VII
California
$187M -$25.4M -947,146 -13%
BA
14
BlackRock Advisors
Delaware
$157M -$14.5K -541 -0%
AIM
15
abrdn Investment Management
United Kingdom
$150M +$138M +5,162,564 +38,010%
WRF
16
Waddell & Reed Financial
Kansas
$150M +$139M +5,167,335 New
BFA
17
BlackRock Fund Advisors
California
$144M +$7.2M +268,748 +6%
GCM
18
Glenview Capital Management
New York
$140M -$84.2M -3,140,100 -39%
FCM
19
Frontier Capital Management
Massachusetts
$123M +$8.42M +314,225 +8%
Boston Partners
20
Boston Partners
Massachusetts
$117M -$3.58M -133,379 -3%
Northern Trust
21
Northern Trust
Illinois
$112M -$2.81M -104,873 -3%
BG
22
BlackRock Group
United Kingdom
$107M +$3.28M +122,338 +3%
Lord, Abbett & Co
23
Lord, Abbett & Co
New Jersey
$101M -$28.6M -1,068,532 -24%
Invesco
24
Invesco
Georgia
$89.7M -$1.43M -53,249 -2%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$84.3M -$1.63M -60,680 -2%

EA Hedge Fund Activity: Q1 2014 in Review

373 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Electronic Arts (EA) for Q1 2014, worth a combined $9.4B — up 26% from $7.44B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new EA positions and 47 closed out — a net gain of 12 holders — while 122 added to existing stakes and 141 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $191M. The largest seller was Manning & Napier Advisors, cutting an estimated $126M.

  • 373 institutional investors held Electronic Arts (EA) as of Q1 2014, up from 366 in Q4 2013.
  • Funds reported $9.4B of Electronic Arts stock for Q1 2014, up 26% quarter-over-quarter.
  • 59 funds opened new Electronic Arts positions in Q1 2014 and 47 closed out, a net change of +12 holders.
  • The largest Electronic Arts buyer in Q1 2014 was JP Morgan Chase, an estimated $191M added.
  • The largest Electronic Arts seller in Q1 2014 was Manning & Napier Advisors, an estimated $126M sold.

Based on aggregated 13F filings for Q1 2014.