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Strategy Inc Common Stock Class A
MSTR

Overview Fund Activity

267 hedge funds and large institutions have $4.23B invested in Strategy Inc Common Stock Class A in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 107 increasing their positions, 85 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
-17
Holders Change %
-5.99%
% of All Funds
4.66%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.05%
New
42
Increased
107
Reduced
85
Closed
58
Calls
$1.75B
Puts
$1.49B
Net Calls
+$265M
Net Calls Change
-$273M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$633M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$174M
3
Capital World Investors
3
Capital World Investors
California
$83.7M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$36M
5
Goldman Sachs
5
Goldman Sachs
New York
$55.3M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$4.27M
2
SCM
2
Steadview Capital Management
United Kingdom
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$9.05M
4
Norges Bank
4
Norges Bank
Norway
$41.1M
5
Group One Trading
5
Group One Trading
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
176
Franklin Resources
California
$362K +$31.9K +480 +10%
IAA
177
Independent Advisor Alliance
North Carolina
$361K +$75.1K +1,130 +26%
SEI Investments
178
SEI Investments
Pennsylvania
$359K -$2.66K -40 -0.7%
AS
179
Altshuler Shaham
Israel
$358K +$14K +210 +4%
KPWS
180
Kestra Private Wealth Services
Texas
$352K +$12.6K +190 +4%
Cetera Investment Advisers
181
Cetera Investment Advisers
Illinois
$350K +$350K +5,260 New
Russell Investments Group
182
Russell Investments Group
United Kingdom
$346K -$3.55M -53,600 -91%
MWNA
183
Marshall Wace North America
New York
$342K +$342K +5,140 New
WPW
184
Waldron Private Wealth
Pennsylvania
$337K +$52.4K +790 +18%
AIP
185
Almanack Investment Partners
Pennsylvania
$336K +$336K +5,050 New
PAMU
186
Pictet Asset Management (UK)
United Kingdom
$332K – – –
PA
187
Pinnacle Associates
New York
$326K +$326K +4,910 New
II
188
Inspire Investing
Idaho
$325K -$879K -13,230 -73%
SCM
189
Shelton Capital Management
Colorado
$318K – – –
GWM
190
Geneos Wealth Management
Colorado
$315K +$66.5K +1,050 +27%
MMA
191
Miracle Mile Advisors
California
$312K +$60.4K +910 +24%
BC
192
Bridgefront Capital
Texas
$304K -$137K -2,060 -31%
CIBC World Market
193
CIBC World Market
Ontario, Canada
$297K -$25.2K -380 -8%
X
194
Xponance
Pennsylvania
$286K +$286K +4,300 New
PRC
195
Pearl River Capital
Michigan
$280K +$280K +4,220 New
BCM
196
Bayesian Capital Management
New York
$274K -$625K -9,400 -70%
IWM
197
IHT Wealth Management
Illinois
$272K +$17.2K +260 +7%
PNC Financial Services Group
198
PNC Financial Services Group
Pennsylvania
$262K -$15.2K -230 -5%
FFG
199
Frisch Financial Group
New York
$262K +$262K +3,940 New
NWA
200
Navis Wealth Advisors
New York
$259K -$332K -5,000 -56%
6 7
8
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