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FiscalNote
NOTE

Overview Fund Activity

69 hedge funds and large institutions have $103M invested in FiscalNote in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+6
Holders Change %
+9.52%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
17
Reduced
17
Closed
11
Calls
$129K
Puts
$76K
Net Calls
+$53K
Net Calls Change
+$53K

Top Buyers

1
BFM
1
Boothbay Fund Management
New York
$1.91M
2
Victory Capital Management
2
Victory Capital Management
Texas
$627K
3
DC
3
Diametric Capital
Massachusetts
$355K
4
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$277K
5
F1I
5
Fund 1 Investments
Puerto Rico
$270K

Top Sellers

1
SCM
1
Stonehill Capital Management
New York
$0
2
Millennium Management
2
Millennium Management
New York
$1.4M
3
MAG
3
Millrace Asset Group
Pennsylvania
$0
4
BlackRock
4
BlackRock
New York
$8.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
26
Prelude Capital Management
New York
$114K +$114K +4,567 New
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$84K -$16.4K -659 -16%
LPL Financial
28
LPL Financial
California
$81.8K -$218K -8,750 -73%
Bank of America
29
Bank of America
North Carolina
$79.9K +$10.6K +424 +15%
AllianceBernstein
30
AllianceBernstein
Tennessee
$78.7K – – –
C
31
Certuity
Florida
$78K +$78K +3,125 New
Wells Fargo
32
Wells Fargo
California
$72.5K -$5.02K -201 -6%
Goldman Sachs
33
Goldman Sachs
New York
$72.5K -$56.7K -2,273 -44%
MIM
34
MetLife Investment Management
New Jersey
$72.4K – – –
UBS Group
35
UBS Group
Switzerland
$70.1K -$4.44K -178 -6%
Deutsche Bank
36
Deutsche Bank
Germany
$68.9K +$68.9K +2,762 New
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$66K +$748 +30 +1%
AIG
38
American International Group
New York
$64.6K +$2.3K +92 +4%
CIBC Asset Management
39
CIBC Asset Management
Ontario, Canada
$64.2K – – –
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$58.2K +$25 +1 +0%
Marshall Wace
41
Marshall Wace
United Kingdom
$55.2K -$166K -6,638 -75%
Invesco
42
Invesco
Georgia
$53.2K – – –
IAIM
43
International Assets Investment Management
Florida
$51.8K +$28.6K +1,275 +123%
VOYA Investment Management
44
VOYA Investment Management
Georgia
$51.6K – – –
SG Americas Securities
45
SG Americas Securities
New York
$49K +$49K +1,964 New
WVP
46
Worth Venture Partners
New Jersey
$46.5K -$46.4K -1,859 -50%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$45K -$15.5K -621 -26%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$40.8K +$4.89K +196 +14%
OMC
49
Oasis Management Company
Cayman Islands
$37.6K – – –
Jane Street
50
Jane Street
New York
$34.9K +$34.9K +1,398 New
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