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Strategy Inc

290 hedge funds and large institutions have $3.22B invested in Strategy Inc in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 106 increasing their positions, 81 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $1.87B | Put options by funds: $886M

31% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 81

10% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 59

1% more funds holding

Funds holding: 286290 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $3.3B → $3.22B (-$75.9M)

27.08% less ownership

Funds ownership: 731.61%704.54% (-27%)

Holders
290
Holders Change
+4
Holders Change %
+1.4%
% of All Funds
4.45%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
65
Increased
106
Reduced
81
Closed
59
Calls
$1.87B
Puts
$886M
Net Calls
+$985M
Net Calls Change
+$522M

MSTR Hedge Fund Activity: Q4 2021 in Review

290 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Strategy Inc (MSTR) for Q4 2021, worth a combined $3.22B — down 2.3% from $3.3B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new MSTR positions and 59 closed out — a net gain of 6 holders — while 106 added to existing stakes and 81 trimmed.

The largest buyer was Capital World Investors, adding an estimated $318M. The largest seller was Millennium Management, cutting an estimated $79.8M.

  • 290 institutional investors held Strategy Inc (MSTR) as of Q4 2021, up from 286 in Q3 2021.
  • Funds reported $3.22B of Strategy Inc stock for Q4 2021, down 2.3% quarter-over-quarter.
  • 65 funds opened new Strategy Inc positions in Q4 2021 and 59 closed out, a net change of +6 holders.
  • The largest Strategy Inc buyer in Q4 2021 was Capital World Investors, an estimated $318M added.
  • The largest Strategy Inc seller in Q4 2021 was Millennium Management, an estimated $79.8M sold.

Based on aggregated 13F filings for Q4 2021.