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Strategy Inc
MSTR

129 hedge funds and large institutions have $679M invested in Strategy Inc in 2013 Q2 according to their latest regulatory filings, with 129 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more call options, than puts

Call options by funds: $38.2M | Put options by funds: $10.3M

Holders
129
Holders Change
+129
Holders Change %
–
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
129
Increased
–
Reduced
–
Closed
–
Calls
$38.2M
Puts
$10.3M
Net Calls
+$28M
Net Calls Change
+$28M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$4.35M +$4.68M +500,370 New
FPCM
27
Fox Point Capital Management
New York
$4.35M +$4.68M +500,000 New
ACM
28
Archer Capital Management
New York
$4.17M +$4.49M +480,000 New
SST
29
S Squared Technology
New York
$3.49M +$3.75M +401,000 New
Deutsche Bank
30
Deutsche Bank
Germany
$3.34M +$3.59M +383,890 New
Geode Capital Management
31
Geode Capital Management
Massachusetts
$3.28M +$3.52M +376,760 New
Ameriprise
32
Ameriprise
Minnesota
$3.1M +$3.34M +356,850 New
SONJCPFA
33
State of New Jersey Common Pension Fund A
New Jersey
$3.04M +$3.27M +350,000 New
OAM
34
Oxford Asset Management
United Kingdom
$2.99M +$3.22M +344,220 New
MHP
35
Manatuck Hill Partners
Connecticut
$2.84M +$3.06M +327,000 New
Citadel Advisors
36
Citadel Advisors
Florida
$2.62M +$2.82M +300,960 New
Morgan Stanley
37
Morgan Stanley
New York
$2.54M +$2.73M +292,170 New
BIM
38
BlackRock Investment Management
Delaware
$2.48M +$2.67M +284,960 New
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$2.4M +$2.58M +275,940 New
Capital Fund Management (CFM)
40
Capital Fund Management (CFM)
France
$2.22M +$2.38M +254,880 New
WMSA
41
Weiss Multi-Strategy Advisers
New York
$2.17M +$2.34M +250,000 New
Charles Schwab
42
Charles Schwab
California
$2.09M +$2.23M +238,010 New
AC
43
Amici Capital
New York
$2.02M +$2.17M +232,000 New
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$1.84M +$1.98M +212,000 New
JP Morgan Chase
45
JP Morgan Chase
New York
$1.8M +$1.94M +207,070 New
Prudential Financial
46
Prudential Financial
New Jersey
$1.77M +$1.9M +203,060 New
Jacobs Levy Equity Management
47
Jacobs Levy Equity Management
New Jersey
$1.73M +$1.86M +199,000 New
Barclays
48
Barclays
United Kingdom
$1.66M +$1.78M +190,590 New
AllianceBernstein
49
AllianceBernstein
Tennessee
$1.63M +$1.75M +187,160 New
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.47M +$1.58M +168,470 New
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MSTR Hedge Fund Activity: Q2 2013 in Review

129 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Strategy Inc (MSTR) for Q2 2013, worth a combined $679M.

Buyers outnumbered sellers: 129 funds opened new MSTR positions and 0 closed out — a net gain of 129 holders — while 0 added to existing stakes and 0 trimmed.

  • 129 institutional investors held Strategy Inc (MSTR) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $679M of Strategy Inc stock for Q2 2013.
  • 129 funds opened new Strategy Inc positions in Q2 2013 and 0 closed out, a net change of +129 holders.

Based on aggregated 13F filings for Q2 2013.