NOTE icon

FiscalNote
NOTE

Overview Fund Activity

68 hedge funds and large institutions have $63.9M invested in FiscalNote in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 14 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+7
Holders Change %
+11.48%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
14
Reduced
26
Closed
10
Calls
$7K
Puts
$3K
Net Calls
+$4K
Net Calls Change
+$16K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$1.6M
2
Ameriprise
2
Ameriprise
Minnesota
$388K
3
BCM
3
Bridgeway Capital Management
Texas
$366K
4
Charles Schwab
4
Charles Schwab
California
$720K
5
GC
5
Gratus Capital
Georgia
$114K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.94M
2
BFM
2
Boothbay Fund Management
New York
$0
3
Squarepoint
3
Squarepoint
New York
$70.5K
4
LCM
4
Lynwood Capital Management
Ontario, Canada
$0
5
Brown Advisory
5
Brown Advisory
Maryland
$1.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
ProShare Advisors
51
ProShare Advisors
Maryland
$14.3K +$14.3K +895 New
HSBC Holdings
52
HSBC Holdings
United Kingdom
$14.2K +$14.2K +890 New
TRCT
53
Tower Research Capital (TRC)
New York
$9.69K -$958 -60 -9%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$7.99K -$5.09K -319 -39%
Legal & General Group
55
Legal & General Group
United Kingdom
$7.22K – – –
AIP
56
Ameritas Investment Partners
Nebraska
$6.84K – – –
Citadel Advisors
57
Citadel Advisors
Florida
$6.2K -$34.6K -2,173 -85%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$4.83K +$2.39K +150 +98%
CA
59
CoreCap Advisors
Michigan
$3.23K +$3.23K +202 New
Simplex Trading
60
Simplex Trading
Illinois
$3K -$22.7K -1,811 -88%
AB
61
Amalgamated Bank
New York
$3K -$5.74K -335 -66%
Russell Investments Group
62
Russell Investments Group
United Kingdom
$2.88K +$2.88K +180 New
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$2K -$25.4K -1,448 -93%
Group One Trading
64
Group One Trading
Illinois
$90 +$90 +6 New
GRP
65
Global Retirement Partners
California
$20 +$20 +1 New
AWM
66
Avior Wealth Management
Nebraska
$15 +$15 +1 New
Nisa Investment Advisors
67
Nisa Investment Advisors
Missouri
$13 +$13 +1 New
BFM
68
Boothbay Fund Management
New York
– -$532K -38,874 Closed
LCM
69
Lynwood Capital Management
Ontario, Canada
– -$342K -25,000 Closed
AA
70
AlphaCentric Advisors
Puerto Rico
– -$57K -4,167 Closed
HF
71
HRT Financial
New York
– -$32K -2,391 Closed
Walleye Capital
72
Walleye Capital
New York
– -$31.6K -2,307 Closed
EGM
73
Engineers Gate Manager
New York
– -$26.3K -1,924 Closed
WC
74
Wexford Capital
Florida
– -$20.8K -1,522 Closed
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
– -$17.7K -1,293 Closed
1 2
3
4