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Strategy Inc
MSTR
MSTR
211 hedge funds and large institutions have $813M invested in Strategy Inc in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 70 increasing their positions, 64 reducing their positions, and 50 closing their positions.
New
Increased
Maintained
Reduced
Closed
9% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 64
8% less call options, than puts
Call options by funds: $725M | Put options by funds: $789M
9% less funds holding
Funds holding: 231 → 211 (-20)
16.23% less ownership
Funds ownership: 629.78% → 613.55% (-16%)
28% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 50
35% less capital invested
Capital invested by funds: $1.25B → $813M (-$436M)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Holders
211
Holders Change
-20
Holders Change %
-8.66%
% of All Funds
3.39%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
36
Increased
70
Reduced
64
Closed
50
Calls
$725M
Puts
$789M
Net Calls
-$64.7M
Net Calls Change
+$65.7M
Top Buyers
| 1 |
Capital International Investors
Los Angeles,
California
|
+$31.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$19.8M |
| 3 |
AC
Antara Capital
New York
|
+$18.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$15.8M |
| 5 |
Citigroup
New York
|
+$8.92M |
Top Sellers
| 1 |
Renaissance Technologies
New York
|
-$44.9M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$30.4M |
| 3 |
Two Sigma Advisers
New York
|
-$22.1M |
| 4 |
Two Sigma Investments
New York
|
-$16.5M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$9.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PWC
251
PYA Waltman Capital
Knoxville,
Tennessee
| – | -$3K | -150 | Closed |
|
|
TSWM
252
Tyler-Stone Wealth Management
Beachwood,
Ohio
| – | -$3K | -150 | Closed |
|
|
AIP
253
Almanack Investment Partners
Wayne,
Pennsylvania
| – | -$2K | -100 | Closed |
|
|
PO
254
Private Ocean
San Rafael,
California
| – | -$1K | -70 | Closed |
|
|
HF
255
Halpern Financial
Ashburn,
Virginia
| – | -$1.06K | -50 | Closed |
|
256
Lazard Asset Management
New York
| – | -$409 | -20 | -67% |
|
257
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$1K | -10 | Closed |
|
|
CAL
258
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | +$10.4K | +510 | New |
|