The Deal
Monday, November 23, 
6:38 pm

Meet the shared shareholders of EA, Take-Two

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jenson.jpgElectronic Arts Inc. has dispatched CFO Warren Jenson (pictured at right) to New York to chat up the Take-Two Interactive Software Inc. offer with the press, but also undoubtedly to do a little shareholder outreach -- particularly investors with positions in both companies.

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Among EA's and Take-Two's top 10 institutional investors, the pair share four: mutual fund managers FMR LLC, Legg Mason Capital Management and T. Rowe Price Associates Inc.,  as well as British bank Barclays plc. Combined, the four institutions hold 31.67% of Take-Two shares, as of Dec. 31. In contrast, Take-Two's largest shareholder, Oppenheimer Funds Inc., which supported the activist investor push against the company last year, controls about 23.21% of the company's shares as of Dec. 31. If Jenson can convince the four common investors to come out in favor of the deal, Take-Two's management may agree to sit down at the table before April 30, when the company said it would be willing to talk after the launch of its latest installment of "Grand Theft Auto." - Matthew Wurtzel

See a list of Take-Two's investors at Yahoo! Finance
See a list of EA's investors at Yahoo! Finance
See story about EA's offer from TheDeal.com
See Tech Confidential: Electronic Arts CFO hints it may get tough with Take-Two

See story about activists taking control of Take-Two from TheDeal.com





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