Strategy Inc
MSTR
269 hedge funds and large institutions have $2.38B invested in Strategy Inc in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 100 increasing their positions, 63 reducing their positions, and 28 closing their positions.
64% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 28
59% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 63
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
24% more capital invested
Capital invested by funds: $1.92B → $2.38B (+$459M)
7% more funds holding
Funds holding: 252 → 269 (+17)
41% less call options, than puts
Call options by funds: $809M | Put options by funds: $1.37B
52.66% less ownership
Funds ownership: 683.33% → 630.67% (-53%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$54.2M |
| 2 |
BlackRock
New York
|
+$41.2M |
| 3 |
Two Sigma Investments
New York
|
+$29.4M |
| 4 |
Voloridge Investment Management
Jupiter,
Florida
|
+$21.6M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$19.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$108M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$16.1M |
| 3 |
EC
Eminence Capital
New York
|
-$7.31M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
-$4.41M |
| 5 |
Morgan Stanley
New York
|
-$4.41M |
MSTR Hedge Fund Activity: Q2 2023 in Review
269 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Strategy Inc (MSTR) for Q2 2023, worth a combined $2.38B — up 24% from $1.92B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new MSTR positions and 28 closed out — a net gain of 18 holders — while 100 added to existing stakes and 63 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $54.2M. The largest seller was Fidelity Investments, cutting an estimated $108M.
- 269 institutional investors held Strategy Inc (MSTR) as of Q2 2023, up from 252 in Q1 2023.
- Funds reported $2.38B of Strategy Inc stock for Q2 2023, up 24% quarter-over-quarter.
- 46 funds opened new Strategy Inc positions in Q2 2023 and 28 closed out, a net change of +18 holders.
- The largest Strategy Inc buyer in Q2 2023 was Susquehanna International Group, an estimated $54.2M added.
- The largest Strategy Inc seller in Q2 2023 was Fidelity Investments, an estimated $108M sold.
Based on aggregated 13F filings for Q2 2023.