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Strategy Inc Common Stock Class A
MSTR

Overview Fund Activity

175 hedge funds and large institutions have $1.15B invested in Strategy Inc Common Stock Class A in 2019 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+12
Holders Change %
+7.36%
% of All Funds
3.84%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
26
Increased
61
Reduced
55
Closed
12
Calls
$5.09M
Puts
$5.49M
Net Calls
-$401K
Net Calls Change
-$2.71M

Top Buyers

1
Russell Investments Group
1
Russell Investments Group
United Kingdom
$44.5M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$17.8M
3
TSW
3
Thompson Siegel & Walmsley
Virginia
$20.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$135M
5
Citadel Advisors
5
Citadel Advisors
Florida
$8.01M

Top Sellers

1
Ninety One (UK)
1
Ninety One (UK)
United Kingdom
$0
2
Westfield Capital Management
2
Westfield Capital Management
Massachusetts
$0
3
First Trust Advisors
3
First Trust Advisors
Illinois
$50.7M
4
Boston Partners
4
Boston Partners
Massachusetts
$3.3M
5
Man Group
5
Man Group
United Kingdom
$5.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOACM
151
Mutual of America Capital Management
New York
$45K +$1.62K +110 +4%
BC
152
Bartlett & Co
Ohio
$42K – – –
BCWM
153
Bartlett & Co Wealth Management
Ohio
$41.5K – – –
LIA
154
LS Investment Advisors
Michigan
$38K – – –
SWA
155
Sutton Wealth Advisors
Florida
$23.7K -$4.15K -280 -15%
Walleye Trading
156
Walleye Trading
New York
$21K -$156K -10,600 -88%
Federated Hermes
157
Federated Hermes
Pennsylvania
$21K -$7.93K -510 -27%
LTFS
158
Ladenburg Thalmann Financial Services
Florida
$20K -$135K -8,990 -87%
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$19K – – –
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$18K -$5.23K -360 -23%
AG
161
Advisor Group
Arizona
$12K – – –
GWS
162
Glassman Wealth Services
Virginia
$11K – – –
SFS
163
Sowell Financial Services
Arkansas
$9K +$9K +620 New
LC
164
Lindbrook Capital
California
$6K – – –
VCM
165
Versant Capital Management
Arizona
$4K – – –
GAM
166
Gemmer Asset Management
California
$3K – – –
PFBT
167
Parkside Financial Bank & Trust
Missouri
$2K – – –
Royal Bank of Canada
168
Royal Bank of Canada
Ontario, Canada
$1K -$11.6K -930 -92%
NFG
169
Next Financial Group
Texas
$1K -$2.2K -110 -69%
AS
170
Altshuler Shaham
Israel
$1K +$1K +60 New
HGWM
171
Harvest Group Wealth Management
Massachusetts
$1K +$1K +70 New
PHK
172
Point72 Hong Kong
Hong Kong
$1K +$1K +80 New
GT
173
Glenmede Trust
Pennsylvania
$7 +$1 +100 +24%
Ninety One (UK)
174
Ninety One (UK)
United Kingdom
– -$17.9M -1,250,050 Closed
Westfield Capital Management
175
Westfield Capital Management
Massachusetts
– -$14.4M -1,008,100 Closed
4 5 6
7
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