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Electronic Arts

965 hedge funds and large institutions have $30.3B invested in Electronic Arts in 2022 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 347 increasing their positions, 349 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 75

5% more capital invested

Capital invested by funds: $28.8B → $30.3B (+$1.56B)

4% more funds holding

Funds holding: 929965 (+36)

0.23% more ownership

Funds ownership: 89.79%90.02% (+0.23%)

1% less repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 349

10% less call options, than puts

Call options by funds: $529M | Put options by funds: $587M

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
965
Holders Change
+36
Holders Change %
+3.88%
% of All Funds
15.51%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
129
Increased
347
Reduced
349
Closed
75
Calls
$529M
Puts
$587M
Net Calls
-$57.4M
Net Calls Change
+$4.73M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$3.03B +$84.4M +672,123 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.68B +$34.2M +272,697 +1%
PIF
3
Public Investment Fund
Saudi Arabia
$1.96B
State Street
4
State Street
Massachusetts
$1.54B -$11.2M -89,504 -0.7%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.36B -$34.3M -273,270 -2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$1.16B -$262M -2,088,248 -18%
Ameriprise
7
Ameriprise
Minnesota
$916M -$47.3M -376,706 -5%
Amundi
8
Amundi
France
$828M +$202M +1,608,594 +32%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$702M +$10.9M +87,093 +2%
Capital International Investors
10
Capital International Investors
California
$681M -$40M -318,482 -5%
Ninety One (UK)
11
Ninety One (UK)
United Kingdom
$548M -$42.8M -341,040 -7%
IFP
12
Independent Franchise Partners
United Kingdom
$545M -$10.3M -81,943 -2%
Invesco
13
Invesco
Georgia
$529M -$194M -1,546,602 -26%
AllianceBernstein
14
AllianceBernstein
Tennessee
$490M -$3.67M -29,185 -0.7%
Barrow, Hanley, Mewhinney & Strauss
15
Barrow, Hanley, Mewhinney & Strauss
Texas
$427M +$4.46M +35,479 +1%
Northern Trust
16
Northern Trust
Illinois
$397M +$25.7M +204,716 +7%
Morgan Stanley
17
Morgan Stanley
New York
$390M +$154M +1,223,195 +62%
UBS AM
18
UBS AM
Illinois
$307M +$11.8M +93,605 +4%
Macquarie Group
19
Macquarie Group
Australia
$291M -$5.44M -43,334 -2%
Goldman Sachs
20
Goldman Sachs
New York
$286M +$73.7M +586,519 +34%
Legal & General Group
21
Legal & General Group
United Kingdom
$278M -$15.1M -119,834 -5%
Norges Bank
22
Norges Bank
Norway
$270M +$117M +933,932 +73%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$265M -$23.5M -186,871 -8%
Bank of America
24
Bank of America
North Carolina
$253M -$24M -190,913 -8%
Lazard Asset Management
25
Lazard Asset Management
New York
$231M +$102M +814,081 +76%

EA Hedge Fund Activity: Q4 2022 in Review

965 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Electronic Arts (EA) for Q4 2022, worth a combined $30.3B — up 5.4% from $28.8B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new EA positions and 75 closed out — a net gain of 54 holders — while 347 added to existing stakes and 349 trimmed.

The largest buyer was Amundi, adding an estimated $202M. The largest seller was Wellington Management Group, cutting an estimated $262M.

  • 965 institutional investors held Electronic Arts (EA) as of Q4 2022, up from 929 in Q3 2022.
  • Funds reported $30.3B of Electronic Arts stock for Q4 2022, up 5.4% quarter-over-quarter.
  • 129 funds opened new Electronic Arts positions in Q4 2022 and 75 closed out, a net change of +54 holders.
  • The largest Electronic Arts buyer in Q4 2022 was Amundi, an estimated $202M added.
  • The largest Electronic Arts seller in Q4 2022 was Wellington Management Group, an estimated $262M sold.

Based on aggregated 13F filings for Q4 2022.