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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 %
T. Rowe Price Associates
51
T. Rowe Price Associates
Maryland
$29K +$2K +78 +7%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$28.6K -$14.5K -581 -34%
CG
53
Colony Group
Massachusetts
$28K – – –
CIBC Private Wealth Group
54
CIBC Private Wealth Group
Georgia
$25.6K – – –
MML Investors Services
55
MML Investors Services
Massachusetts
$25K +$25K +982 New
S
56
SignatureFD
Georgia
$22.9K +$22.9K +917 New
Barclays
57
Barclays
United Kingdom
$22K -$4.29K -168 -16%
Mariner
58
Mariner
Kansas
$21.2K +$21.2K +851 New
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$21K +$8.36K +329 +66%
TRCT
60
Tower Research Capital (TRC)
New York
$14.5K +$224 +9 +2%
AB
61
Amalgamated Bank
New York
$14K – – –
Legal & General Group
62
Legal & General Group
United Kingdom
$11.4K -$2.09K -83 -16%
AIP
63
Ameritas Investment Partners
Nebraska
$10.7K – – –
MLICM
64
Metropolitan Life Insurance Company (MetLife)
New York
$7.5K – – –
FFA
65
Farther Finance Advisors
California
$3.45K +$3.45K +138 New
Simplex Trading
66
Simplex Trading
Illinois
$3K +$3K +157 New
CG
67
Cutler Group
California
$1K +$1K +65 New
Nisa Investment Advisors
68
Nisa Investment Advisors
Missouri
$75 +$75 +3 New
Citigroup
69
Citigroup
New York
$64 -$32.9K -1,542 -100%
SCM
70
Stonehill Capital Management
New York
– -$21.2M -485,242 Closed
MAG
71
Millrace Asset Group
Pennsylvania
– -$858K -19,633 Closed
Citadel Advisors
72
Citadel Advisors
Florida
– -$291K -6,654 Closed
VF
73
Virtu Financial
New York
– -$199K -4,556 Closed
CC
74
Centiva Capital
New York
– -$94.1K -2,154 Closed
BCM
75
Bayesian Capital Management
New York
– -$68.1K -1,558 Closed
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