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Strategy Inc Common Stock Class A
MSTR

Overview Fund Activity

176 hedge funds and large institutions have $1.14B invested in Strategy Inc Common Stock Class A in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 57 reducing their positions, and 18 closing their positions.

Holders
176
Holders Change
+4
Holders Change %
+2.33%
% of All Funds
4.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
53
Reduced
57
Closed
18
Calls
$4.32M
Puts
$12.4M
Net Calls
-$8.06M
Net Calls Change
-$2.41M

Top Buyers

1
Ninety One (UK)
1
Ninety One (UK)
United Kingdom
$16.6M
2
Deutsche Bank
2
Deutsche Bank
Germany
$32.1M
3
ESCM
3
Echo Street Capital Management
New York
$12.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$61.4M
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$6.76M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$7.16M
2
Victory Capital Management
2
Victory Capital Management
Texas
$34.2M
3
SAM
3
Sheffield Asset Management
Illinois
$0
4
SCM
4
Sterling Capital Management
North Carolina
$5.51M
5
AIM
5
Alambic Investment Management
California
$1.56M
Name Market Value Shares Shares
Change 		Shares
Change %
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
$57K 450 – –
Pacer Advisors
152
Pacer Advisors
Pennsylvania
$56K 439 +219 +100%
BC
153
Bartlett & Co
Ohio
$49K 380 – –
BCWM
154
Bartlett & Co Wealth Management
Ohio
$48.5K 380 – –
PCM
155
Prelude Capital Management
New York
$45K 350 -1,846 -84%
LTFS
156
Ladenburg Thalmann Financial Services
Florida
$36K 281 – –
LIA
157
LS Investment Advisors
Michigan
$35K 277 – –
Loomis, Sayles & Company
158
Loomis, Sayles & Company
Massachusetts
$34K 269 – –
SWA
159
Sutton Wealth Advisors
Florida
$24K 188 – –
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$20K 160 – –
Ohio Public Employees Retirement System (OPERS)
161
Ohio Public Employees Retirement System (OPERS)
Ohio
$11K 88 -8,512 -99%
VCM
162
Versant Capital Management
Arizona
$11K 90 – –
GWS
163
Glassman Wealth Services
Virginia
$10K 75 – –
US Bancorp
164
US Bancorp
Minnesota
$10K 80 – –
AA
165
Apriem Advisors
California
$10K 75 +75 New
AG
166
Advisor Group
Arizona
$9K 74 -3 -4%
GAM
167
Gemmer Asset Management
California
$7K 54 – –
PHK
168
Point72 Hong Kong
Hong Kong
$5K 41 +41 New
MOACM
169
Mutual of America Capital Management
New York
$4K 35 +35 New
Envestnet Asset Management
170
Envestnet Asset Management
Illinois
$3K 26 -5 -16%
WAM
171
Wealthspire Advisors (Maryland)
Maryland
$2K 18 -1 -5%
PFBT
172
Parkside Financial Bank & Trust
Missouri
$1K 11 -2 -15%
Federated Hermes
173
Federated Hermes
Pennsylvania
$1K 3 – –
OFS
174
Orrstown Financial Services
Pennsylvania
$1K 7 – –
JA
175
JOYN Advisors
Georgia
$1K 8 +8 New
4 5 6
7
8