Strategy Inc
MSTR
212 hedge funds and large institutions have $813M invested in Strategy Inc in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 69 increasing their positions, 64 reducing their positions, and 50 closing their positions.
8% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 64
8% less funds holding
Funds holding: 231 → 212 (-19)
11% less call options, than puts
Call options by funds: $674M | Put options by funds: $757M
15.96% less ownership
Funds ownership: 629.5% → 613.55% (-16%)
26% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 50
35% less capital invested
Capital invested by funds: $1.25B → $813M (-$435M)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$31.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$19.8M |
| 3 |
AC
Antara Capital
New York
|
+$18.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$15.8M |
| 5 |
Citigroup
New York
|
+$8.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$44.9M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$30.4M |
| 3 |
Two Sigma Advisers
New York
|
-$22.1M |
| 4 |
Two Sigma Investments
New York
|
-$16.5M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$9.07M |
MSTR Hedge Fund Activity: Q4 2022 in Review
212 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Strategy Inc (MSTR) for Q4 2022, worth a combined $813M — down 35% from $1.25B a quarter earlier.
Sellers outnumbered buyers: 50 funds closed out of MSTR and 37 opened new positions — a net loss of 13 holders — while 64 trimmed existing stakes and 69 added.
The largest buyer was Capital International Investors, adding an estimated $31.5M. The largest seller was Renaissance Technologies, cutting an estimated $44.9M.
- 212 institutional investors held Strategy Inc (MSTR) as of Q4 2022, down from 231 in Q3 2022.
- Funds reported $813M of Strategy Inc stock for Q4 2022, down 35% quarter-over-quarter.
- 37 funds opened new Strategy Inc positions in Q4 2022 and 50 closed out, a net change of -13 holders.
- The largest Strategy Inc buyer in Q4 2022 was Capital International Investors, an estimated $31.5M added.
- The largest Strategy Inc seller in Q4 2022 was Renaissance Technologies, an estimated $44.9M sold.
Based on aggregated 13F filings for Q4 2022.