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 %
CIA
76
Cape Investment Advisory
Georgia
– -$113 -8 Closed
1 2 3
4