Strategy Inc
MSTR
181 hedge funds and large institutions have $1.08B invested in Strategy Inc in 2019 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 64 reducing their positions, and 14 closing their positions.
93% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 14
45% more call options, than puts
Call options by funds: $6.21M | Put options by funds: $4.29M
3% more funds holding
Funds holding: 175 → 181 (+6)
6% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 64
6% less capital invested
Capital invested by funds: $1.15B → $1.08B (-$69.6M)
25.13% less ownership
Funds ownership: 943.89% → 918.75% (-25%)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WG
Winton Group
London,
United Kingdom
|
+$12M |
| 2 |
BlackRock
New York
|
+$5.95M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
+$5.29M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$3.6M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$2.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$14.6M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$8.59M |
| 3 |
LLL
Lynrock Lake LP
Rye Brook,
New York
|
-$7.65M |
| 4 |
Man Group
London,
United Kingdom
|
-$5.23M |
| 5 |
JP Morgan Chase
New York
|
-$3.81M |
MSTR Hedge Fund Activity: Q4 2019 in Review
181 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Strategy Inc (MSTR) for Q4 2019, worth a combined $1.08B — down 6.1% from $1.15B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new MSTR positions and 14 closed out — a net gain of 13 holders — while 60 added to existing stakes and 64 trimmed.
The largest buyer was Winton Group, adding an estimated $12M. The largest seller was Invesco, cutting an estimated $14.6M.
- 181 institutional investors held Strategy Inc (MSTR) as of Q4 2019, up from 175 in Q3 2019.
- Funds reported $1.08B of Strategy Inc stock for Q4 2019, down 6.1% quarter-over-quarter.
- 27 funds opened new Strategy Inc positions in Q4 2019 and 14 closed out, a net change of +13 holders.
- The largest Strategy Inc buyer in Q4 2019 was Winton Group, an estimated $12M added.
- The largest Strategy Inc seller in Q4 2019 was Invesco, an estimated $14.6M sold.
Based on aggregated 13F filings for Q4 2019.