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Strategy Inc

285 hedge funds and large institutions have $3.29B invested in Strategy Inc in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 87 increasing their positions, 101 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 39

37% more call options, than puts

Call options by funds: $1.71B | Put options by funds: $1.25B

6% more funds holding

Funds holding: 269285 (+16)

14% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 101

22% less capital invested

Capital invested by funds: $4.24B → $3.29B (-$946M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

89.59% less ownership

Funds ownership: 821.2%731.61% (-90%)

Holders
285
Holders Change
+16
Holders Change %
+5.95%
% of All Funds
4.99%
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
87
Reduced
101
Closed
39
Calls
$1.71B
Puts
$1.25B
Net Calls
+$463M
Net Calls Change
+$198M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$608M +$62.4M +972,790 +10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$359M -$57.9M -902,260 -13%
BlackRock
3
BlackRock
New York
$322M -$432M -6,743,830 -55%
Morgan Stanley
4
Morgan Stanley
New York
$250M +$27.5M +429,040 +11%
First Trust Advisors
5
First Trust Advisors
Illinois
$108M -$47.9M -747,350 -29%
State Street
6
State Street
Massachusetts
$93.2M -$54M -842,490 -34%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$91.1M +$96.9M +1,510,520 +2,353%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$79.1M +$499K +7,780 +0.6%
Capital World Investors
9
Capital World Investors
California
$72.9M
Millennium Management
10
Millennium Management
New York
$68.1M +$68.5M +1,068,350 +975%
TI
11
Tidal Investments
Wisconsin
$63.8M +$26.9K +420 +0%
Blackstone Inc
12
Blackstone Inc
New York
$57.8M +$64.1M +1,000,000 New
Northern Trust
13
Northern Trust
Illinois
$49M +$6.47M +100,950 +14%
Invesco
14
Invesco
Georgia
$47.8M -$40.9M -638,390 -44%
Two Sigma Investments
15
Two Sigma Investments
New York
$40.6M +$45M +702,120 New
Amundi
16
Amundi
France
$37.6M +$1.94M +30,190 +5%
Charles Schwab
17
Charles Schwab
California
$36.7M +$428K +6,670 +1%
Goldman Sachs
18
Goldman Sachs
New York
$33.2M -$16.6M -258,640 -31%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$32.7M +$34.8M +543,220 +2,498%
Norges Bank
20
Norges Bank
Norway
$32.7M -$3.46M -53,970 -9%
HF
21
HRT Financial
New York
$32.6M +$36.1M +563,380 New
Osaic Holdings
22
Osaic Holdings
Arizona
$31.1M -$234K -3,650 -0.7%
JMPWA
23
JP Morgan Private Wealth Advisors
California
$30.6M +$3.31M +51,680 +11%
Voloridge Investment Management
24
Voloridge Investment Management
Florida
$27.6M -$4.17M -65,090 -12%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$25.4M +$8.46M +131,860 +43%

MSTR Hedge Fund Activity: Q3 2021 in Review

285 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Strategy Inc (MSTR) for Q3 2021, worth a combined $3.29B — down 22% from $4.24B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new MSTR positions and 39 closed out — a net gain of 18 holders — while 87 added to existing stakes and 101 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $96.9M. The largest seller was BlackRock, cutting an estimated $432M.

  • 285 institutional investors held Strategy Inc (MSTR) as of Q3 2021, up from 269 in Q2 2021.
  • Funds reported $3.29B of Strategy Inc stock for Q3 2021, down 22% quarter-over-quarter.
  • 57 funds opened new Strategy Inc positions in Q3 2021 and 39 closed out, a net change of +18 holders.
  • The largest Strategy Inc buyer in Q3 2021 was Susquehanna International Group, an estimated $96.9M added.
  • The largest Strategy Inc seller in Q3 2021 was BlackRock, an estimated $432M sold.

Based on aggregated 13F filings for Q3 2021.