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NOTE

FiscalNote
NOTE

Delisted

NOTE was delisted on the 25th of March, 2026.

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61 hedge funds and large institutions have $56.5M invested in FiscalNote in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 14

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.01% less ownership

Funds ownership: 3.41% → 3.4% (-0.01%)

12% less funds holding

Funds holding: 69 → 61 (-8)

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

45% less capital invested

Capital invested by funds: $103M → $56.5M (-$46.1M)

86% less call options, than puts

Call options by funds: $2K | Put options by funds: $14K

Holders
61
Holders Change
-8
Holders Change %
-11.59%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
22
Reduced
14
Closed
16
Calls
$2K
Puts
$14K
Net Calls
-$12K
Net Calls Change
-$65K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.8M
2
LCM
Lynwood Capital Management
Ontario, Canada
+$412K
3
Bank of America
Bank of America
North Carolina
+$132K
4
State Street
State Street
Massachusetts
+$130K
5
BlackRock
BlackRock
New York
+$105K

Top Sellers

Rank Fund Capital Flow
1
MHP
Manatuck Hill Partners
Connecticut
-$1.66M
2
BFM
Boothbay Fund Management
New York
-$623K
3
N
Nuveen
North Carolina
-$487K
4
Victory Capital Management
Victory Capital Management
Texas
-$396K
5
DC
Diametric Capital
Massachusetts
-$355K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCP
1
Maso Capital Partners
Hong Kong
$33M – – –
BlackRock
2
BlackRock
New York
$4.97M +$105K +6,383 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.72M +$26.2K +1,586 +0.5%
Morgan Stanley
4
Morgan Stanley
New York
$2.96M +$2.8M +169,893 +365%
Brown Advisory
5
Brown Advisory
Maryland
$1.62M -$104K -6,297 -5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.6M +$72K +4,363 +4%
State Street
7
State Street
Massachusetts
$1.45M +$130K +7,894 +8%
CFM
8
Comprehensive Financial Management
California
$1.15M – – –
Millennium Management
9
Millennium Management
New York
$695K -$84.1K -5,099 -9%
Northern Trust
10
Northern Trust
Illinois
$624K +$33.7K +2,045 +5%
BFM
11
Boothbay Fund Management
New York
$532K -$623K -37,749 -49%
Charles Schwab
12
Charles Schwab
California
$519K -$86.8K -5,263 -12%
Squarepoint
13
Squarepoint
New York
$407K -$34.2K -2,074 -7%
LCM
14
Lynwood Capital Management
Ontario, Canada
$342K +$412K +25,000 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$213K – – –
Bank of America
16
Bank of America
North Carolina
$154K +$132K +8,029 +251%
KFC
17
Klingenstein Fields & Co
New York
$137K – – –
AG
18
AlTi Global
New York
$96.9K +$117K +7,083 New
Barclays
19
Barclays
United Kingdom
$93.6K +$98.6K +5,980 +694%
IAIM
20
International Assets Investment Management
Florida
$82.2K +$61K +3,700 +160%
UBS Group
21
UBS Group
Switzerland
$73.8K +$42.7K +2,588 +92%
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$73K – – –
Jane Street
23
Jane Street
New York
$64.5K +$54.7K +3,318 +237%
AA
24
AlphaCentric Advisors
Puerto Rico
$57K -$206K -12,500 -75%
XT
25
XTX Topco
Cayman Islands
$54.5K +$65.7K +3,985 New
1
2 3 4

NOTE Hedge Fund Activity: Q4 2023 in Review

61 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in FiscalNote (NOTE) for Q4 2023, worth a combined $56.5M — down 45% from $103M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of NOTE and 10 opened new positions — a net loss of 6 holders — while 14 trimmed existing stakes and 22 added.

The largest buyer was Morgan Stanley, adding an estimated $2.8M. The largest seller was Manatuck Hill Partners, exiting entirely with an estimated $1.66M sold.

  • 61 institutional investors held FiscalNote (NOTE) as of Q4 2023, down from 69 in Q3 2023.
  • Funds reported $56.5M of FiscalNote stock for Q4 2023, down 45% quarter-over-quarter.
  • 10 funds opened new FiscalNote positions in Q4 2023 and 16 closed out, a net change of -6 holders.
  • The largest FiscalNote buyer in Q4 2023 was Morgan Stanley, an estimated $2.8M added.
  • The largest FiscalNote seller in Q4 2023 was Manatuck Hill Partners, an estimated $1.66M sold.

Based on aggregated 13F filings for Q4 2023.