Strategy Inc
MSTR
236 hedge funds and large institutions have $2.51B invested in Strategy Inc in 2020 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 45 increasing their positions, 76 reducing their positions, and 36 closing their positions.
158% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 36
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
148% more capital invested
Capital invested by funds: $1.02B → $2.51B (+$1.5B)
91% more call options, than puts
Call options by funds: $312M | Put options by funds: $164M
32% more funds holding
Funds holding: 179 → 236 (+57)
9.55% more ownership
Funds ownership: 880.17% → 889.72% (+9.5%)
41% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 76
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$164M |
| 2 |
RL
Ruffer LLP
London,
United Kingdom
|
+$32.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$19.2M |
| 4 |
GH
GAM Holding
Zurich,
Switzerland
|
+$12.2M |
| 5 |
GCM
Graham Capital Management
Rowayton,
Connecticut
|
+$10.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$94.9M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$63.4M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$29.6M |
| 4 |
Goldman Sachs
New York
|
-$25.1M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$21.8M |
MSTR Hedge Fund Activity: Q4 2020 in Review
236 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Strategy Inc (MSTR) for Q4 2020, worth a combined $2.51B — up 148% from $1.02B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new MSTR positions and 36 closed out — a net gain of 57 holders — while 45 added to existing stakes and 76 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $164M. The largest seller was First Trust Advisors, cutting an estimated $94.9M.
- 236 institutional investors held Strategy Inc (MSTR) as of Q4 2020, up from 179 in Q3 2020.
- Funds reported $2.51B of Strategy Inc stock for Q4 2020, up 148% quarter-over-quarter.
- 93 funds opened new Strategy Inc positions in Q4 2020 and 36 closed out, a net change of +57 holders.
- The largest Strategy Inc buyer in Q4 2020 was Morgan Stanley, an estimated $164M added.
- The largest Strategy Inc seller in Q4 2020 was First Trust Advisors, an estimated $94.9M sold.
Based on aggregated 13F filings for Q4 2020.