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FiscalNote
NOTE

Overview Fund Activity

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
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

1
Morgan Stanley
1
Morgan Stanley
New York
$2.96M
2
LCM
2
Lynwood Capital Management
Ontario, Canada
$342K
3
Bank of America
3
Bank of America
North Carolina
$154K
4
State Street
4
State Street
Massachusetts
$1.45M
5
BlackRock
5
BlackRock
New York
$4.97M

Top Sellers

1
MHP
1
Manatuck Hill Partners
Connecticut
$0
2
BFM
2
Boothbay Fund Management
New York
$532K
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$0
4
DC
4
Diametric Capital
Massachusetts
$0
5
Victory Capital Management
5
Victory Capital Management
Texas
$15.6K
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$46.9K +$24.5K +1,794 +110%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$46K – – –
C
28
Certuity
Florida
$45.6K +$2.85K +208 +7%
Wells Fargo
29
Wells Fargo
California
$43.2K +$3.46K +253 +9%
AllianceBernstein
30
AllianceBernstein
Tennessee
$43.2K – – –
Goldman Sachs
31
Goldman Sachs
New York
$40.1K +$383 +28 +1%
Deutsche Bank
32
Deutsche Bank
Germany
$37.8K – – –
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$36K +$189 +14 +0.5%
CIBC Asset Management
34
CIBC Asset Management
Ontario, Canada
$35.2K – – –
Citadel Advisors
35
Citadel Advisors
Florida
$35.1K +$35.1K +2,562 New
AIG
36
American International Group
New York
$33.9K -$1.57K -115 -4%
LPL Financial
37
LPL Financial
California
$33.5K -$11.4K -833 -25%
Invesco
38
Invesco
Georgia
$33.4K +$4.26K +311 +15%
SG Americas Securities
39
SG Americas Securities
New York
$33K +$6.25K +459 +23%
HF
40
HRT Financial
New York
$32K +$32K +2,391 New
Walleye Capital
41
Walleye Capital
New York
$31.6K +$31.6K +2,307 New
VOYA Investment Management
42
VOYA Investment Management
Georgia
$28.3K – – –
Simplex Trading
43
Simplex Trading
Illinois
$28K +$25.9K +1,893 +1,206%
EGM
44
Engineers Gate Manager
New York
$26.3K +$26.3K +1,924 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$22K +$10.4K +736 +89%
WC
46
Wexford Capital
Florida
$20.8K +$20.8K +1,522 New
OMC
47
Oasis Management Company
Cayman Islands
$20.6K – – –
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.9K -$13K -947 -41%
State Board of Administration of Florida Retirement System
49
State Board of Administration of Florida Retirement System
Florida
$17.7K +$17.7K +1,293 New
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$16K – – –
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