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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.

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 Market Value Shares Shares
Change 		Shares
Change %
MCP
1
Maso Capital Partners
Hong Kong
$60.1M 28,913,731 – –
BlackRock
2
BlackRock
New York
$8.9M 4,279,520 -226,171 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.58M 4,125,610 +6,623 +0.2%
Brown Advisory
4
Brown Advisory
Maryland
$3.11M 1,495,803 – –
Geode Capital Management
5
Geode Capital Management
Massachusetts
$2.82M 1,353,789 +19,572 +1%
State Street
6
State Street
Massachusetts
$2.44M 1,175,051 +81,028 +7%
CFM
7
Comprehensive Financial Management
California
$2.1M 1,010,988 – –
BFM
8
Boothbay Fund Management
New York
$1.91M 919,480 +919,480 New
MHP
9
Manatuck Hill Partners
Connecticut
$1.66M 800,000 – –
Millennium Management
10
Millennium Management
New York
$1.4M 670,810 -922,125 -58%
Morgan Stanley
11
Morgan Stanley
New York
$1.16M 559,054 -35,503 -6%
Northern Trust
12
Northern Trust
Illinois
$1.09M 522,412 +4,530 +0.9%
Charles Schwab
13
Charles Schwab
California
$1.08M 518,813 -1,912 -0.4%
Squarepoint
14
Squarepoint
New York
$795K 382,017 +92,722 +32%
Victory Capital Management
15
Victory Capital Management
Texas
$627K 301,506 +290,471 +2,632%
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$487K 234,012 -97,630 -29%
AA
17
AlphaCentric Advisors
Puerto Rico
$416K 200,000 – –
Bank of New York Mellon
18
Bank of New York Mellon
New York
$388K 186,739 – –
DC
19
Diametric Capital
Massachusetts
$355K 170,711 +170,711 New
HIIFS
20
Harel Insurance Investments & Financial Services
Israel
$277K 136,868 +136,868 New
F1I
21
Fund 1 Investments
Puerto Rico
$270K 130,000 +130,000 New
KFC
22
Klingenstein Fields & Co
New York
$249K 119,931 – –
1CM
23
1492 Capital Management
Wisconsin
$201K 96,730 +96,730 New
TA
24
Tiedemann Advisors
New York
$198K 95,000 +26,000 +38%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$133K 64,045 +2,509 +4%
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