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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.

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 Market Value Shares Shares
Change 		Shares
Change %
MCP
1
Maso Capital Partners
Hong Kong
$38.5M 2,409,478 – –
BlackRock
2
BlackRock
New York
$5.55M 347,799 -15,211 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$5.53M 346,458 +1,071 +0.3%
Morgan Stanley
4
Morgan Stanley
New York
$1.94M 121,592 -94,889 -44%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.85M 115,979 -1,200 -1%
State Street
6
State Street
Massachusetts
$1.7M 106,515 +700 +0.7%
Brown Advisory
7
Brown Advisory
Maryland
$1.62M 101,209 -17,144 -14%
Millennium Management
8
Millennium Management
New York
$1.6M 100,041 +49,239 +97%
CFM
9
Comprehensive Financial Management
California
$1.34M 84,249 – –
Charles Schwab
10
Charles Schwab
California
$720K 45,132 +7,161 +19%
Northern Trust
11
Northern Trust
Illinois
$697K 43,654 -1,925 -4%
Ameriprise
12
Ameriprise
Minnesota
$388K 24,316 +24,316 New
BCM
13
Bridgeway Capital Management
Texas
$366K 22,917 +22,917 New
Bank of New York Mellon
14
Bank of New York Mellon
New York
$230K 14,403 -1,159 -7%
KFC
15
Klingenstein Fields & Co
New York
$160K 9,994 – –
IAIM
16
International Assets Investment Management
Florida
$137K 9,100 +3,092 +51%
Jane Street
17
Jane Street
New York
$115K 7,212 +2,496 +53%
GC
18
Gratus Capital
Georgia
$114K 7,158 +7,158 New
RhumbLine Advisers
19
RhumbLine Advisers
Massachusetts
$86.3K 5,407 +70 +1%
UBS Group
20
UBS Group
Switzerland
$79.6K 4,990 -408 -8%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$71.6K 4,489 +1,062 +31%
Squarepoint
22
Squarepoint
New York
$70.5K 4,419 -25,342 -85%
PI
23
PFG Investments
New York
$61.2K 3,833 +3,833 New
C
24
Certuity
Florida
$59.9K 3,750 +417 +13%
Barclays
25
Barclays
United Kingdom
$56K 3,499 -3,343 -49%
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