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Strategy Inc
MSTR

251 hedge funds and large institutions have $1.91B invested in Strategy Inc in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 74 increasing their positions, 60 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more capital invested

Capital invested by funds: $813M → $1.91B (+$1.1B)

127% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 33

69.78% more ownership

Funds ownership: 613.55% → 683.33% (+70%)

23% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 60

19% more funds holding

Funds holding: 211 → 251 (+40)

41% less call options, than puts

Call options by funds: $747M | Put options by funds: $1.26B

Holders
251
Holders Change
+40
Holders Change %
+18.96%
% of All Funds
4%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
75
Increased
74
Reduced
60
Closed
33
Calls
$747M
Puts
$1.26B
Net Calls
-$510M
Net Calls Change
-$446M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$158M
2
Two Sigma Investments
Two Sigma Investments
New York
+$19.6M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$17.1M
4
Morgan Stanley
Morgan Stanley
New York
+$15.4M
5
Citadel Advisors
Citadel Advisors
Florida
+$12.4M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$17.2M
2
AC
Antara Capital
New York
-$12.6M
3
Citigroup
Citigroup
New York
-$10.7M
4
Renaissance Technologies
Renaissance Technologies
New York
-$9M
5
QF
QVT Financial
New York
-$6.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
251
Renaissance Technologies
New York
– -$9M -636,000 Closed
QF
252
QVT Financial
New York
– -$6.63M -468,240 Closed
TC
253
TwinBeech Capital
New York
– -$3.78M -267,050 Closed
IMC Chicago
254
IMC Chicago
Illinois
– -$5.25M -215,200 Closed
PI
255
PEAK6 Investments
Illinois
– -$2.67M -109,530 Closed
PCM
256
Prelude Capital Management
New York
– -$1.42M -100,130 Closed
HPC
257
Hobart Private Capital
North Carolina
– -$1.17M -82,600 Closed
SC
258
Sculptor Capital
New York
– -$1.16M -82,000 Closed
WAM
259
Wolverine Asset Management
Illinois
– -$1.48M -60,780 Closed
EGM
260
Engineers Gate Manager
New York
– -$730K -51,560 Closed
Squarepoint
261
Squarepoint
New York
– -$562K -39,710 Closed
CSS
262
Cubist Systematic Strategies
Connecticut
– -$355K -25,070 Closed
QT
263
Quantbot Technologies
New York
– -$293K -20,730 Closed
TSS
264
Two Sigma Securities
New York
– -$291K -20,560 Closed
Voloridge Investment Management
265
Voloridge Investment Management
Florida
– -$259K -18,290 Closed
Walleye Trading
266
Walleye Trading
New York
– -$427K -17,490 Closed
Holocene Advisors
267
Holocene Advisors
New York
– -$242K -17,110 Closed
PMEF
268
Point72 Middle East FZE
United Arab Emirates
– -$239K -16,910 Closed
SIG
269
Stonegate Investment Group
Alabama
– -$235K -16,570 Closed
Nomura Holdings
270
Nomura Holdings
Japan
– -$160K -11,360 Closed
SAM
271
Shell Asset Management
Netherlands
– -$68K -4,830 Closed
CS
272
Clear Street
New York
– -$14K -990 Closed
WI
273
WJ Interests
Texas
– -$10.6K -750 Closed
BCV
274
Banque Cantonale Vaudoise
Switzerland
– -$9K -670 Closed
Ohio Public Employees Retirement System (OPERS)
275
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$9K -630 Closed
8 9 10
11
12

MSTR Hedge Fund Activity: Q1 2023 in Review

251 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Strategy Inc (MSTR) for Q1 2023, worth a combined $1.91B — up 135% from $813M a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new MSTR positions and 33 closed out — a net gain of 42 holders — while 74 added to existing stakes and 60 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $158M. The largest seller was Bank of America, cutting an estimated $17.2M.

  • 251 institutional investors held Strategy Inc (MSTR) as of Q1 2023, up from 211 in Q4 2022.
  • Funds reported $1.91B of Strategy Inc stock for Q1 2023, up 135% quarter-over-quarter.
  • 75 funds opened new Strategy Inc positions in Q1 2023 and 33 closed out, a net change of +42 holders.
  • The largest Strategy Inc buyer in Q1 2023 was Fidelity Investments, an estimated $158M added.
  • The largest Strategy Inc seller in Q1 2023 was Bank of America, an estimated $17.2M sold.

Based on aggregated 13F filings for Q1 2023.