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.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Kapitalo Investimentos Jo„O Carlos Pinho And Carlos Woelz | 96,054 | $19,626,714 | 3.76% |
| 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 | 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 |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 28,773,086 | $5,879,204,663 | 0.09% | |
| 2. | 4,930,293 | $1,007,406,768 | 0.16% | |
| 3. | 4,156,717 | $849,341,908 | 1.82% | |
| 4. | 908,465 | $185,626,654 | 0.06% | |
| 5. | 600,261 | $122,651,330 | 0.07% |