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FiscalNote
NOTE

Overview Fund Activity

63 hedge funds and large institutions have $200M invested in FiscalNote in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+25
Holders Change %
+65.79%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
19
Reduced
4
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$16.4M
2
Millennium Management
2
Millennium Management
New York
$5.8M
3
State Street
3
State Street
Massachusetts
$3.98M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$4.86M
5
Northern Trust
5
Northern Trust
Illinois
$1.89M

Top Sellers

1
RP
1
Regal Partners
Australia
$0
2
NMC
2
NEA Management Company
Maryland
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$2.16M
4
Bank of America
4
Bank of America
North Carolina
$121K
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
26
Virtu Financial
New York
$199K +$199K +4,556 New
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$176K +$168K +3,836 +2,051%
WVP
28
Worth Venture Partners
New Jersey
$163K +$42.1K +965 +35%
AllianceBernstein
29
AllianceBernstein
Tennessee
$138K +$138K +3,155 New
Wells Fargo
30
Wells Fargo
California
$136K +$134K +3,064 +7,295%
UBS Group
31
UBS Group
Switzerland
$130K +$124K +2,829 +1,779%
MIM
32
MetLife Investment Management
New Jersey
$127K +$127K +2,901 New
Bank of America
33
Bank of America
North Carolina
$121K -$324K -7,407 -73%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$114K +$114K +2,617 New
CIBC Asset Management
35
CIBC Asset Management
Ontario, Canada
$112K – – –
AIG
36
American International Group
New York
$109K +$109K +2,498 New
Fidelity Investments
37
Fidelity Investments
Massachusetts
$106K +$106K +2,426 New
Manulife (Manufacturers Life Insurance)
38
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$102K +$102K +2,330 New
CC
39
Centiva Capital
New York
$94.1K +$94.1K +2,154 New
Invesco
40
Invesco
Georgia
$93.1K +$93.1K +2,132 New
VOYA Investment Management
41
VOYA Investment Management
Georgia
$90.3K +$90.3K +2,068 New
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$75.4K +$75.4K +1,726 New
BCM
43
Bayesian Capital Management
New York
$68.1K +$68.1K +1,558 New
Citigroup
44
Citigroup
New York
$67.5K +$67.5K +1,545 New
OMC
45
Oasis Management Company
Cayman Islands
$65.8K – – –
State Board of Administration of Florida Retirement System
46
State Board of Administration of Florida Retirement System
Florida
$64.4K +$64.4K +1,473 New
HSBC Holdings
47
HSBC Holdings
United Kingdom
$63.9K +$63.9K +1,464 New
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$62.8K +$62.8K +1,437 New
CG
49
Colony Group
Massachusetts
$49K – – –
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$47K +$47K +1,055 New
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2
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