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LITS

Lite Strategy Inc

109 hedge funds and large institutions have $197M invested in Lite Strategy Inc in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

781% more call options, than puts

Call options by funds: $1M | Put options by funds: $114K

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

3% more funds holding

Funds holding: 106109 (+3)

3% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 39

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.08% less ownership

Funds ownership: 3.15%3.07% (-0.08%)

19% less capital invested

Capital invested by funds: $243M → $197M (-$46M)

Holders
109
Holders Change
+3
Holders Change %
+2.83%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
40
Reduced
39
Closed
9
Calls
$1M
Puts
$114K
Net Calls
+$890K
Net Calls Change
-$2.96M
Name Holding Trade Value Shares
Change
Change in
Stake
AB
76
Amalgamated Bank
New York
$58K +$15.2K +236 +30%
Bank of America
77
Bank of America
North Carolina
$56K -$306K -4,766 -83%
BAS
78
Brown Advisory Securities
Maryland
$51K +$9.63K +150 +20%
Principal Financial Group
79
Principal Financial Group
Iowa
$48K -$17.6K -274 -25%
American Century Companies
80
American Century Companies
Missouri
$48K
Barclays
81
Barclays
United Kingdom
$41K -$345K -5,369 -88%
Victory Capital Management
82
Victory Capital Management
Texas
$41K -$4.88K -76 -10%
Prudential Financial
83
Prudential Financial
New Jersey
$39K +$450 +7 +1%
TRCT
84
Tower Research Capital (TRC)
New York
$39K +$11.8K +183 +36%
EGM
85
Engineers Gate Manager
New York
$34K -$10.6K -165 -22%
MIM
86
MetLife Investment Management
New Jersey
$32.7K -$117K -1,821 -76%
Jane Street
87
Jane Street
New York
$32K +$4.24K +66 +13%
Legal & General Group
88
Legal & General Group
United Kingdom
$31K -$9.83K -153 -22%
N
89
Natixis
France
$30K +$32.1K +500 New
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$24K +$4.3K +67 +19%
SPIA
91
Steward Partners Investment Advisory
New York
$23K +$1.6K +25 +7%
GWM
92
Geneos Wealth Management
Colorado
$23K +$26.2K +408 New
AIP
93
Ameritas Investment Partners
Nebraska
$22K
Citigroup
94
Citigroup
New York
$15K -$6.74K -105 -29%
NFSG
95
Newbridge Financial Services Group
Florida
$14K +$3.21K +50 +25%
UBS Group
96
UBS Group
Switzerland
$11K -$58.2K -906 -83%
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$10.9K -$40.6K -632 -77%
LC
98
Lindbrook Capital
California
$6K -$64 -1 -1%
Osaic Holdings
99
Osaic Holdings
Arizona
$6K +$3.08K +48 +68%
CSS
100
Cubist Systematic Strategies
Connecticut
$4K +$4.62K +72 New

LITS Hedge Fund Activity: Q2 2021 in Review

109 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Lite Strategy Inc (LITS) for Q2 2021, worth a combined $197M — down 19% from $243M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new LITS positions and 9 closed out — a net gain of 3 holders — while 40 added to existing stakes and 39 trimmed.

The largest buyer was Woodline Partners, adding an estimated $5.53M. The largest seller was Sectoral Asset Management, cutting an estimated $5.88M.

  • 109 institutional investors held Lite Strategy Inc (LITS) as of Q2 2021, up from 106 in Q1 2021.
  • Funds reported $197M of Lite Strategy Inc stock for Q2 2021, down 19% quarter-over-quarter.
  • 12 funds opened new Lite Strategy Inc positions in Q2 2021 and 9 closed out, a net change of +3 holders.
  • The largest Lite Strategy Inc buyer in Q2 2021 was Woodline Partners, an estimated $5.53M added.
  • The largest Lite Strategy Inc seller in Q2 2021 was Sectoral Asset Management, an estimated $5.88M sold.

Based on aggregated 13F filings for Q2 2021.