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LITS

Lite Strategy Inc

107 hedge funds and large institutions have $180M invested in Lite Strategy Inc in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more call options, than puts

Call options by funds: $432K | Put options by funds: $113K

0.17% less ownership

Funds ownership: 3.07%2.89% (-0.17%)

2% less funds holding

Funds holding: 109107 (-2)

8% less capital invested

Capital invested by funds: $197M → $180M (-$16.7M)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

38% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 42

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
107
Holders Change
-2
Holders Change %
-1.83%
% of All Funds
1.87%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
26
Reduced
42
Closed
10
Calls
$432K
Puts
$113K
Net Calls
+$319K
Net Calls Change
-$571K
Name Holding Trade Value Shares
Change
Change in
Stake
FLAM
1
First Light Asset Management
Minnesota
$23.8M +$4.52M +82,089 +23%
NMC
2
NEA Management Company
Maryland
$23.6M
BlackRock
3
BlackRock
New York
$18.2M -$723K -13,132 -4%
WA
4
Wasatch Advisors
Utah
$17.5M -$824K -14,971 -5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$14.6M +$112K +2,034 +0.8%
BI
6
BVF Inc
California
$9.75M
BC
7
Boxer Capital
California
$8.04M
State Street
8
State Street
Massachusetts
$5.23M +$63.5K +1,154 +1%
ACM
9
Altium Capital Management
New York
$5.04M
Geode Capital Management
10
Geode Capital Management
Massachusetts
$4.68M +$88K +1,598 +2%
OM
11
Opaleye Management
Massachusetts
$4.32M
WP
12
Woodline Partners
California
$4.1M -$2.4M -43,682 -37%
Point72 Asset Management
13
Point72 Asset Management
Connecticut
$3.02M +$31.3K +568 +1%
Citadel Advisors
14
Citadel Advisors
Florida
$2.97M -$1.65M -29,942 -36%
Northern Trust
15
Northern Trust
Illinois
$2.87M -$14.1K -257 -0.5%
AG
16
Artal Group
Luxembourg
$2.76M
Renaissance Technologies
17
Renaissance Technologies
New York
$2.76M -$444K -8,065 -14%
Wells Fargo
18
Wells Fargo
California
$2.24M -$102K -1,850 -4%
Charles Schwab
19
Charles Schwab
California
$2.19M +$51.8K +941 +2%
DCM
20
DAFNA Capital Management
California
$1.77M
Macquarie Group
21
Macquarie Group
Australia
$1.66M
Millennium Management
22
Millennium Management
New York
$1.32M -$345K -6,260 -21%
SCM
23
Sio Capital Management
New York
$1.18M
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$1.09M -$757K -13,756 -41%
N
25
Nuveen
North Carolina
$1.06M +$60.8K +1,104 +6%

LITS Hedge Fund Activity: Q3 2021 in Review

107 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Lite Strategy Inc (LITS) for Q3 2021, worth a combined $180M — down 8.5% from $197M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of LITS and 8 opened new positions — a net loss of 2 holders — while 42 trimmed existing stakes and 26 added.

The largest buyer was First Light Asset Management, adding an estimated $4.52M. The largest seller was Woodline Partners, cutting an estimated $2.4M.

  • 107 institutional investors held Lite Strategy Inc (LITS) as of Q3 2021, down from 109 in Q2 2021.
  • Funds reported $180M of Lite Strategy Inc stock for Q3 2021, down 8.5% quarter-over-quarter.
  • 8 funds opened new Lite Strategy Inc positions in Q3 2021 and 10 closed out, a net change of -2 holders.
  • The largest Lite Strategy Inc buyer in Q3 2021 was First Light Asset Management, an estimated $4.52M added.
  • The largest Lite Strategy Inc seller in Q3 2021 was Woodline Partners, an estimated $2.4M sold.

Based on aggregated 13F filings for Q3 2021.