Electronic Arts Inc. (EA): A Bear Case Theory
We came across a bearish thesis on Electronic Arts Inc. on CompoundingLab’s Substack. In this article, we will summarize the bulls’ thesis on EA.
Electronic Arts Inc. (EA)
Market is closed
Sector: Services-Prepackaged Software
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Pentwater Capital Management Matthew Halbower | 10,950,000 | $2,237,413,500 | +129% | 11.76% |
| 2. | Millennium Management Israel Englander | 4,195,119 | $857,188,665 | +398% | 0.36% |
| 3. | Balyasny Asset Management Dmitry Balyasny | 2,179,784 | $445,395,265 | +142% | 0.57% |
| 4. | HBK Investments David Costen Haley | 1,909,982 | $390,266,622 | 3.07% | |
| 5. | AQR Capital Management Cliff Asness | 969,284 | $198,053,738 | -18% | 0.1% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $78.06 | 6,575 | $513,276.06 | 30,456 | 2016-11-18 | Filing | |
| $15.90 | 31,300 | $497,701.30 | 446,054 | 2013-02-01 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $204.26 | 5,000 | $1,021,302.00 | 38,858 | 2026-01-15 | Filing | |
| $204.30 | 1,200 | $245,160.00 | 32,360 | 2026-01-15 | Filing | |
| $204.27 | 2,500 | $510,667.25 | 50,648 | 2026-01-15 | Filing | |
| $204.11 | 5,000 | $1,020,556.00 | 43,858 | 2025-12-15 | Filing | |
| $204.11 | 1,200 | $244,928.04 | 33,560 | 2025-12-15 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 28,773,086 | $5,879,204,663 | 0.09% | |
| 2. | 25,545,716 | $5,219,756,199 | 0.09% | |
| 3. | 24,807,932 | $5,069,004,746 | 39.15% | |
| 4. | 14,947,128 | $3,054,146,664 | 0.1% | |
| 5. | 6,764,572 | $1,382,029,940 | 0.09% |
News See All
Electronic Arts Inc. (EA): A Bear Case Theory
We came across a bearish thesis on Electronic Arts Inc. on Superjoost Playlist’s Substack by SuperJoost. In this article, we will summarize the bulls’ thesis on EA.
What Makes Electronic Arts (EA) an Attractive Investment?
TCW funds, an investment management company, released its “TCW Relative Value Mid Cap Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Josh Brown’s New Best Stock Idea: Electronic Arts (EA)
“The largest individual detractors from performance relative to the benchmark were not owning Meta Platforms, not owning Eli Lilly & Co., and our position in Electronic Arts Inc. (NASDAQ:EA).
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Electronic Arts Inc. (EA): A Bull Case Theory
We came across a bullish thesis on Electronic Arts Inc. on TickerTrends Research’s Substack by TickerTrends. In this article, we will summarize the bulls’ thesis on EA.
Electronic Arts Inc. (NASDAQ:EA) Q1 2026 Earnings Call Transcript
Operator: Good afternoon. My name is Sarah, and I will be your conference operator today.
Macquarie Large Cap Growth Fund Sold Its Stake in Electronic Arts (EA)
Macquarie Asset Management, an investment management company, released its “Macquarie Large Cap Growth Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Will Electronic Arts (EA) be Able to Close the Valuation Gap?
Maple Tree Capital, an investment management company, released its Q1 2025 investor letter. A copy of the letter can be downloaded here.
Electronic Arts Inc. (NASDAQ:EA) Q4 2025 Earnings Call Transcript
Operator: Ladies and gentlemen, good afternoon. My name is Abby and I will be your conference operator today.
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