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Strategy Inc Common Stock Class A
MSTR

Overview Fund Activity

234 hedge funds and large institutions have $2.5B invested in Strategy Inc Common Stock Class A in 2020 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 45 increasing their positions, 76 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+55
Holders Change %
+30.73%
% of All Funds
4.15%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
91
Increased
45
Reduced
76
Closed
36
Calls
$312M
Puts
$164M
Net Calls
+$149M
Net Calls Change
+$141M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$273M
2
RL
Ruffer LLP
United Kingdom
+$53.6M
3
Citadel Advisors
Citadel Advisors
Florida
+$32M
4
GH
GAM Holding
Switzerland
+$20.2M
5
GCM
Graham Capital Management
Connecticut
+$17.8M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$158M
2
Victory Capital Management
Victory Capital Management
Texas
-$105M
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$49.2M
4
Goldman Sachs
Goldman Sachs
New York
-$41.8M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$36.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
151
Everence Capital Management
Indiana
$540K – – –
Creative Planning
152
Creative Planning
Kansas
$520K +$520K +13,390 New
RIL
153
Rothschild Investment LLC
Illinois
$486K +$486K +12,500 New
TSWM
154
Triangle Securities Wealth Management
North Carolina
$455K +$455K +11,700 New
GCP
155
GSA Capital Partners
United Kingdom
$437K +$437K +11,240 New
NA
156
NewEdge Advisors
Louisiana
$431K +$431K +11,090 New
Voloridge Investment Management
157
Voloridge Investment Management
Florida
$420K -$1.25M -32,200 -75%
Zurich Cantonal Bank
158
Zurich Cantonal Bank
Switzerland
$418K -$58.3K -1,500 -12%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
159
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$401K +$401K +10,320 New
Nisa Investment Advisors
160
Nisa Investment Advisors
Missouri
$398K – – –
AB
161
Amalgamated Bank
New York
$397K +$397K +10,210 New
EMG
162
ETF Managers Group
New Jersey
$380K -$37.5K -960 -9%
CIP
163
Cornerstone Investment Partners
Georgia
$369K +$369K +9,500 New
PHAM
164
Palisades Hudson Asset Management
Florida
$359K +$359K +9,250 New
MOACM
165
Mutual of America Capital Management
New York
$352K +$12K +310 +4%
MIM
166
MTM Investment Management
South Carolina
$337K +$337K +8,680 New
PA
167
Profund Advisors
Maryland
$332K +$332K +8,540 New
PHS
168
Pekin Hardy Strauss
Illinois
$311K +$311K +8,000 New
LIA
169
LS Investment Advisors
Michigan
$297K +$297K +7,650 New
IIM
170
Ironwood Investment Management
Massachusetts
$296K +$296K +7,610 New
AS
171
Altshuler Shaham
Israel
$293K +$293K +7,540 New
First Manhattan
172
First Manhattan
New York
$291K +$291K +7,500 New
PGIM
173
Pacific Global Investment Management
California
$286K +$286K +7,370 New
MYIA
174
Mount Yale Investment Advisors
Colorado
$277K +$277K +7,120 New
AIP
175
Ameritas Investment Partners
Nebraska
$238K -$17.5K -450 -7%
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