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Strategy Inc Common Stock Class A
MSTR

Overview Fund Activity

283 hedge funds and large institutions have $3.28B invested in Strategy Inc Common Stock Class A in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 85 increasing their positions, 101 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
+16
Holders Change %
+5.99%
% of All Funds
4.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
57
Increased
85
Reduced
101
Closed
39
Calls
$1.71B
Puts
$1.25B
Net Calls
+$463M
Net Calls Change
+$198M

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$91.1M
2
Millennium Management
Millennium Management
New York
$68.1M
3
Blackstone Inc
Blackstone Inc
New York
$57.8M
4
Capital International Investors
Capital International Investors
California
$608M
5
Two Sigma Investments
Two Sigma Investments
New York
$40.6M

Top Sellers

1
BlackRock
BlackRock
New York
$322M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$5.83M
3
Vanguard Group
Vanguard Group
Pennsylvania
$359M
4
State Street
State Street
Massachusetts
$93.2M
5
First Trust Advisors
First Trust Advisors
Illinois
$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
201
IHT Wealth Management
Illinois
$227K -$10.4K -180 -4%
CIBC Asset Management
202
CIBC Asset Management
Ontario, Canada
$227K +$29.5K +510 +15%
NWA
203
Navis Wealth Advisors
New York
$226K – – –
IA
204
Insight Advisors
Pennsylvania
$223K +$223K +2,790 New
AIP
205
Almanack Investment Partners
Pennsylvania
$222K -$70.7K -1,220 -24%
MA
206
Mutual Advisors
Nebraska
$217K -$7.52K -130 -3%
X
207
Xponance
Pennsylvania
$213K -$35.9K -620 -14%
Mercer Global Advisors
208
Mercer Global Advisors
Colorado
$204K +$204K +3,520 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
209
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$188K -$9.43M -163,000 -98%
EPM
210
Equitec Proprietary Markets
Illinois
$174K +$174K +3,000 New
Macquarie Group
211
Macquarie Group
Australia
$153K -$59.5K -1,030 -28%
Rockefeller Capital Management
212
Rockefeller Capital Management
New York
$141K +$124K +2,150 +717%
FDCDDQ
213
Federation des caisses Desjardins du Quebec
Quebec, Canada
$138K -$81K -1,400 -37%
CF
214
Centaurus Financial
California
$123K +$25.5K +440 +26%
SIAP
215
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$113K +$11.6K +200 +11%
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$104K +$2.91K +50 +3%
SSA
217
Schonfeld Strategic Advisors
New York
$103K +$103K +1,780 New
RE
218
RBC Europe
United Kingdom
$102K – – –
BCV
219
Banque Cantonale Vaudoise
Switzerland
$95K -$58.2K -1,010 -38%
SPIA
220
Steward Partners Investment Advisory
New York
$90K +$2.9K +50 +3%
MI
221
Markston International
New York
$90K +$14.5K +250 +19%
BC
222
Bartlett & Co
Ohio
$87K – – –
BCWM
223
Bartlett & Co Wealth Management
Ohio
$86.8K – – –
WT
224
Washington Trust
Rhode Island
$83K +$83K +1,440 New
PNC Financial Services Group
225
PNC Financial Services Group
Pennsylvania
$72K -$156K -2,710 -68%
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