Strategy Inc
MSTR
169 hedge funds and large institutions have $1.46B invested in Strategy Inc in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 55 reducing their positions, and 23 closing their positions.
642% more call options, than puts
Call options by funds: $32.6M | Put options by funds: $4.4M
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
22% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 55
3% more capital invested
Capital invested by funds: $1.41B → $1.46B (+$45.8M)
9% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 23
2% less funds holding
Funds holding: 172 → 169 (-3)
Top Buyers
| 1 |
CCM
Cadian Capital Management
New York
|
+$35.4M |
| 2 |
GA
Glenhill Advisors
New York
|
+$20.6M |
| 3 |
Morgan Stanley
New York
|
+$13.7M |
| 4 |
AAM
AO Asset Management
New York
|
+$13.2M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$12.3M |
Top Sellers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$36.8M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$16.8M |
| 3 |
CCI
Columbus Circle Investors
|
-$15.2M |
| 4 |
ACM
Archer Capital Management
New York
|
-$15.1M |
| 5 |
CC
Crosslink Capital
Menlo Park,
California
|
-$13.1M |
MSTR Hedge Fund Activity: Q1 2015 in Review
169 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Strategy Inc (MSTR) for Q1 2015, worth a combined $1.46B — up 3.2% from $1.41B a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of MSTR and 21 opened new positions — a net loss of 2 holders — while 55 trimmed existing stakes and 67 added.
The largest buyer was Cadian Capital Management, opening a new position worth an estimated $35.4M. The largest seller was Fidelity Investments, exiting entirely with an estimated $36.8M sold.
- 169 institutional investors held Strategy Inc (MSTR) as of Q1 2015, down from 172 in Q4 2014.
- Funds reported $1.46B of Strategy Inc stock for Q1 2015, up 3.2% quarter-over-quarter.
- 21 funds opened new Strategy Inc positions in Q1 2015 and 23 closed out, a net change of -2 holders.
- The largest Strategy Inc buyer in Q1 2015 was Cadian Capital Management, an estimated $35.4M added.
- The largest Strategy Inc seller in Q1 2015 was Fidelity Investments, an estimated $36.8M sold.
Based on aggregated 13F filings for Q1 2015.