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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 %
Victory Capital Management
51
Victory Capital Management
Texas
$15.6K -$328K -23,983 -95%
MML Investors Services
52
MML Investors Services
Massachusetts
$13K – – –
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$11.2K -$4.44K -325 -28%
Citigroup
54
Citigroup
New York
$9.85K +$9.81K +717 +23,900%
TRCT
55
Tower Research Capital (TRC)
New York
$9.12K +$1.19K +87 +15%
AB
56
Amalgamated Bank
New York
$7K -$714 -52 -9%
Legal & General Group
57
Legal & General Group
United Kingdom
$6.22K – – –
AIP
58
Ameritas Investment Partners
Nebraska
$5.86K – – –
Fidelity Investments
59
Fidelity Investments
Massachusetts
$2.09K -$22.6K -1,652 -92%
CIA
60
Cape Investment Advisory
Georgia
$113 +$113 +8 New
MHP
61
Manatuck Hill Partners
Connecticut
– -$1.66M -66,667 Closed
Nuveen Asset Management
62
Nuveen Asset Management
Illinois
– -$487K -19,501 Closed
DC
63
Diametric Capital
Massachusetts
– -$355K -14,226 Closed
HIIFS
64
Harel Insurance Investments & Financial Services
Israel
– -$277K -11,406 Closed
F1I
65
Fund 1 Investments
Puerto Rico
– -$270K -10,833 Closed
1CM
66
1492 Capital Management
Wisconsin
– -$201K -8,061 Closed
PCM
67
Prelude Capital Management
New York
– -$114K -4,567 Closed
MIM
68
MetLife Investment Management
New Jersey
– -$72.4K -2,901 Closed
Marshall Wace
69
Marshall Wace
United Kingdom
– -$55.2K -2,211 Closed
WVP
70
Worth Venture Partners
New Jersey
– -$46.5K -1,864 Closed
CIBC Private Wealth Group
71
CIBC Private Wealth Group
Georgia
– -$25.6K -1,027 Closed
S
72
SignatureFD
Georgia
– -$22.9K -917 Closed
Mariner
73
Mariner
Kansas
– -$21.2K -851 Closed
MLICM
74
Metropolitan Life Insurance Company (MetLife)
New York
– -$7.5K -301 Closed
FFA
75
Farther Finance Advisors
California
– -$3.45K -138 Closed
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