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FiscalNote
NOTE

Overview Fund Activity

63 hedge funds and large institutions have $200M invested in FiscalNote in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 8 closing their positions.

Holders
63
Holders Change
+25
Holders Change %
+65.79%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
19
Reduced
4
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$16.4M
2
Millennium Management
2
Millennium Management
New York
$5.8M
3
State Street
3
State Street
Massachusetts
$3.98M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$4.86M
5
Northern Trust
5
Northern Trust
Illinois
$1.89M

Top Sellers

1
RP
1
Regal Partners
Australia
$0
2
NMC
2
NEA Management Company
Maryland
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$2.16M
4
Bank of America
4
Bank of America
North Carolina
$121K
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MCP
1
Maso Capital Partners
Hong Kong
$105M 28,913,731 – –
SCM
2
Stonehill Capital Management
New York
$21.2M 5,822,906 – –
BlackRock
3
BlackRock
New York
$16.4M 4,505,691 +3,566,802 +380%
Vanguard Group
4
Vanguard Group
Pennsylvania
$15M 4,118,987 +312,011 +8%
Millennium Management
5
Millennium Management
New York
$5.8M 1,592,935 +993,296 +166%
Brown Advisory
6
Brown Advisory
Maryland
$5.44M 1,495,803 +344,609 +30%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$4.86M 1,334,217 +707,438 +113%
State Street
8
State Street
Massachusetts
$3.98M 1,094,023 +784,045 +253%
CFM
9
Comprehensive Financial Management
California
$3.68M 1,010,988 – –
MHP
10
Manatuck Hill Partners
Connecticut
$2.91M 800,000 +300,000 +60%
Morgan Stanley
11
Morgan Stanley
New York
$2.16M 594,557 -149,850 -20%
Charles Schwab
12
Charles Schwab
California
$1.9M 520,725 +144,259 +38%
Northern Trust
13
Northern Trust
Illinois
$1.89M 517,882 +389,421 +303%
Nuveen Asset Management
14
Nuveen Asset Management
Illinois
$1.21M 331,642 +331,642 New
Squarepoint
15
Squarepoint
New York
$1.05M 289,295 +245,847 +566%
MAG
16
Millrace Asset Group
Pennsylvania
$858K 235,600 +235,600 New
AA
17
AlphaCentric Advisors
Puerto Rico
$728K 200,000 +200,000 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$680K 186,739 +158,649 +565%
LPL Financial
19
LPL Financial
California
$525K 144,348 +115,000 +392%
KFC
20
Klingenstein Fields & Co
New York
$437K 119,931 – –
Marshall Wace
21
Marshall Wace
United Kingdom
$387K 106,191 +106,191 New
Citadel Advisors
22
Citadel Advisors
Florida
$291K 79,849 +60,533 +313%
TA
23
Tiedemann Advisors
New York
$251K 69,000 +15,000 +28%
Goldman Sachs
24
Goldman Sachs
New York
$226K 62,123 +62,123 New
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$224K 61,536 +61,536 New
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