Strategy Inc
MSTR
293 hedge funds and large institutions have $2.29B invested in Strategy Inc in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 118 increasing their positions, 70 reducing their positions, and 26 closing their positions.
100% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 26
69% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 70
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
9% more funds holding
Funds holding: 268 → 293 (+25)
4% less capital invested
Capital invested by funds: $2.38B → $2.29B (-$84.1M)
38% less call options, than puts
Call options by funds: $847M | Put options by funds: $1.37B
54.58% less ownership
Funds ownership: 630.67% → 576.08% (-55%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Shaolin Capital Management
Miami,
Florida
|
+$39.3M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$38.8M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$37.1M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$10.9M |
| 5 |
BlackRock
New York
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
-$57.3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$43.6M |
| 3 |
Voloridge Investment Management
Jupiter,
Florida
|
-$18.7M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$17.3M |
| 5 |
Group One Trading
Chicago,
Illinois
|
-$14.2M |
MSTR Hedge Fund Activity: Q3 2023 in Review
293 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Strategy Inc (MSTR) for Q3 2023, worth a combined $2.29B — down 3.5% from $2.38B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new MSTR positions and 26 closed out — a net gain of 26 holders — while 118 added to existing stakes and 70 trimmed.
The largest buyer was Shaolin Capital Management, opening a new position worth an estimated $39.3M. The largest seller was Two Sigma Investments, cutting an estimated $57.3M.
- 293 institutional investors held Strategy Inc (MSTR) as of Q3 2023, up from 268 in Q2 2023.
- Funds reported $2.29B of Strategy Inc stock for Q3 2023, down 3.5% quarter-over-quarter.
- 52 funds opened new Strategy Inc positions in Q3 2023 and 26 closed out, a net change of +26 holders.
- The largest Strategy Inc buyer in Q3 2023 was Shaolin Capital Management, an estimated $39.3M added.
- The largest Strategy Inc seller in Q3 2023 was Two Sigma Investments, an estimated $57.3M sold.
Based on aggregated 13F filings for Q3 2023.