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Strategy Inc Common Stock Class A
MSTR

Overview Fund Activity

187 hedge funds and large institutions have $1.13B invested in Strategy Inc Common Stock Class A in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 56 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+18
Holders Change %
+10.65%
% of All Funds
4.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
35
Increased
56
Reduced
60
Closed
16
Calls
$9.84M
Puts
$34.7M
Net Calls
-$24.8M
Net Calls Change
+$7.46M

Top Buyers

1
AC
1
Ascend Capital
California
$16.8M
2
FTCM
2
First Trust Capital Management
Illinois
$13.1M
3
SAM
3
Sheffield Asset Management
Illinois
$11.9M
4
BlackRock
4
BlackRock
New York
$188M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$4.85M

Top Sellers

1
Alyeska Investment Group
1
Alyeska Investment Group
Illinois
$0
2
GA
2
Glenhill Advisors
New York
$14.4M
3
CAM
3
Cortina Asset Management
Wisconsin
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$14.7M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$286K
Name Holding Trade Value Shares
Change 		Shares
Change %
NIT
151
NumerixS Investment Technologies
British Columbia, Canada
$79K – – –
LTFS
152
Ladenburg Thalmann Financial Services
Florida
$76K – – –
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$64K +$20K +1,520 +46%
Nisa Investment Advisors
154
Nisa Investment Advisors
Missouri
$59K – – –
II
155
Inspire Investing
Idaho
$59K +$59K +4,480 New
QT
156
Quantbot Technologies
New York
$53K -$9.44K -730 -15%
BC
157
Bartlett & Co
Ohio
$50K – – –
ClearBridge Investments
158
ClearBridge Investments
New York
$37K – – –
LIA
159
LS Investment Advisors
Michigan
$36K -$9.23K -710 -20%
GT
160
Glenmede Trust
Pennsylvania
$36K +$33.5K +2,630 +1,315%
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$34K – – –
Royal Bank of Canada
162
Royal Bank of Canada
Ontario, Canada
$26K -$70.1K -5,340 -73%
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$26K – – –
SWA
164
Sutton Wealth Advisors
Florida
$24.7K – – –
Loomis, Sayles & Company
165
Loomis, Sayles & Company
Massachusetts
$18K +$1.99K +150 +12%
Pacer Advisors
166
Pacer Advisors
Pennsylvania
$17K -$12.3K -960 -42%
VCM
167
Versant Capital Management
Arizona
$12K +$8K +620 +200%
DCM
168
Delpha Capital Management
New York
$12K +$12K +940 New
US Bancorp
169
US Bancorp
Minnesota
$11K -$18.6K -1,350 -63%
AG
170
Advisor Group
Arizona
$9K -$1.75K -150 -16%
GAM
171
Gemmer Asset Management
California
$7K – – –
FMA
172
FNY Managed Accounts
New York
$4K -$32.4K -2,920 -89%
HNB
173
Huntington National Bank
Ohio
$3K – – –
WAM
174
Wealthspire Advisors (Maryland)
Maryland
$3K +$3K +200 New
PFBT
175
Parkside Financial Bank & Trust
Missouri
$2K +$462 +30 +30%
5 6
7
8 9