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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, 23 increasing their positions, 14 reducing their positions, and 16 closing their positions.

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
23
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 Market Value Shares Shares
Change 		Shares
Change %
MCP
1
Maso Capital Partners
Hong Kong
$33M 28,913,731 – –
BlackRock
2
BlackRock
New York
$4.97M 4,356,124 +76,604 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.72M 4,144,643 +19,033 +0.5%
Morgan Stanley
4
Morgan Stanley
New York
$2.96M 2,597,770 +2,038,716 +365%
Brown Advisory
5
Brown Advisory
Maryland
$1.62M 1,420,239 -75,564 -5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.6M 1,406,151 +52,362 +4%
State Street
7
State Street
Massachusetts
$1.45M 1,269,782 +94,731 +8%
CFM
8
Comprehensive Financial Management
California
$1.15M 1,010,988 – –
Millennium Management
9
Millennium Management
New York
$695K 609,623 -61,187 -9%
Northern Trust
10
Northern Trust
Illinois
$624K 546,948 +24,536 +5%
BFM
11
Boothbay Fund Management
New York
$532K 466,486 -452,994 -49%
Charles Schwab
12
Charles Schwab
California
$519K 455,655 -63,158 -12%
Squarepoint
13
Squarepoint
New York
$407K 357,133 -24,884 -7%
LCM
14
Lynwood Capital Management
Ontario, Canada
$342K 300,000 +300,000 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$213K 186,741 +2 +0%
Bank of America
16
Bank of America
North Carolina
$154K 134,747 +96,352 +251%
KFC
17
Klingenstein Fields & Co
New York
$137K 119,931 – –
AG
18
AlTi Global
New York
$96.9K 85,000 +85,000 New
Barclays
19
Barclays
United Kingdom
$94K 82,100 +71,751 +693%
IAIM
20
International Assets Investment Management
Florida
$82.2K 72,100 +44,400 +160%
UBS Group
21
UBS Group
Switzerland
$73.8K 64,776 +31,053 +92%
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$73K 64,045 – –
Jane Street
23
Jane Street
New York
$64.5K 56,586 +39,812 +237%
AA
24
AlphaCentric Advisors
Puerto Rico
$57K 50,000 -150,000 -75%
XT
25
XTX Topco
Cayman Islands
$54.5K 47,814 +47,814 New
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