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Strategy Inc Common Stock Class A
MSTR

Overview Fund Activity

185 hedge funds and large institutions have $858M invested in Strategy Inc Common Stock Class A in 2020 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 57 increasing their positions, 65 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+15
Holders Change %
+8.82%
% of All Funds
3.8%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
36
Increased
57
Reduced
65
Closed
19
Calls
$1.2M
Puts
$1.74M
Net Calls
-$543K
Net Calls Change
+$344K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$86M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$14.7M
3
Invesco
3
Invesco
Georgia
$14.1M
4
Prudential Financial
4
Prudential Financial
New Jersey
$12.7M
5
CC
5
Clearline Capital
New York
$8.64M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$53.1M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$9.9M
3
UBS Group
3
UBS Group
Switzerland
$1.47M
4
BlackRock
4
BlackRock
New York
$149M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
151
Ameritas Investment Partners
Nebraska
$84K – – –
Lazard Asset Management
152
Lazard Asset Management
New York
$80K +$80K +6,840 New
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$76K – – –
PCM
154
Prelude Capital Management
New York
$72K +$72K +6,100 New
MOACM
155
Mutual of America Capital Management
New York
$44K +$1.29K +110 +3%
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$43K -$11.2K -950 -21%
Ohio Public Employees Retirement System (OPERS)
157
Ohio Public Employees Retirement System (OPERS)
Ohio
$35K -$3.52K -300 -9%
BCWM
158
Bartlett & Co Wealth Management
Ohio
$33.1K – – –
BC
159
Bartlett & Co
Ohio
$33K – – –
LIA
160
LS Investment Advisors
Michigan
$31K – – –
CAN
161
Cetera Advisor Networks
California
$27K +$27K +2,300 New
PHK
162
Point72 Hong Kong
Hong Kong
$21K -$1.68K -140 -7%
Osaic Holdings
163
Osaic Holdings
Arizona
$21K +$121 +10 +0.6%
Macquarie Group
164
Macquarie Group
Australia
$19K +$19K +1,640 New
GWS
165
Glassman Wealth Services
Virginia
$18K – – –
Federated Hermes
166
Federated Hermes
Pennsylvania
$16K -$1.28K -100 -7%
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$15K – – –
GT
168
Glenmede Trust
Pennsylvania
$14K +$5.33K +480 +62%
SFS
169
Sowell Financial Services
Arkansas
$11K +$611 +50 +6%
US Bancorp
170
US Bancorp
Minnesota
$11K +$907 +80 +9%
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$9K +$9K +750 New
Simplex Trading
172
Simplex Trading
Illinois
$8K -$149K -13,030 -95%
VCM
173
Versant Capital Management
Arizona
$5K – – –
GAM
174
Gemmer Asset Management
California
$3K – – –
S
175
SignatureFD
Georgia
$3K +$1.92K +160 +178%
5 6
7
8 9