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FiscalNote
NOTE

Overview Fund Activity

76 hedge funds and large institutions have $60.2M invested in FiscalNote in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 9 reducing their positions, and 10 closing their positions.

Holders
76
Holders Change
+1
Holders Change %
+1.33%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
38
Reduced
9
Closed
10
Calls
$144K
Puts
$51K
Net Calls
+$93K
Net Calls Change
-$27K

Top Buyers

1
KCM
1
Kennedy Capital Management
Missouri
$2.43M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.79M
3
UBS Group
3
UBS Group
Switzerland
$382K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$340K
5
Goldman Sachs
5
Goldman Sachs
New York
$471K

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
SM
2
Samjo Management
New York
$0
3
Marshall Wace
3
Marshall Wace
United Kingdom
$24.5K
4
Ameriprise
4
Ameriprise
Minnesota
$276K
5
ECM
5
ExodusPoint Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MCP
1
Maso Capital Partners
Hong Kong
$31.2M 2,430,959 +595 +0%
Morgan Stanley
2
Morgan Stanley
New York
$5.79M 450,616 +28,855 +7%
BlackRock
3
BlackRock
New York
$4.59M 357,418 +5,210 +1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.56M 355,387 -1,763 -0.5%
KCM
5
Kennedy Capital Management
Missouri
$2.43M 189,394 +115,098 +155%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.69M 131,369 +2,125 +2%
State Street
7
State Street
Massachusetts
$1.42M 110,843 +5,724 +5%
Brown Advisory
8
Brown Advisory
Maryland
$1.11M 86,826 -5,833 -6%
CFM
9
Comprehensive Financial Management
California
$1.08M 84,249 – –
SCM
10
Stonehill Capital Management
New York
$985K 76,738 +11,964 +18%
Charles Schwab
11
Charles Schwab
California
$611K 47,579 +400 +0.8%
Northern Trust
12
Northern Trust
Illinois
$603K 47,000 +3,428 +8%
Goldman Sachs
13
Goldman Sachs
New York
$471K 36,651 +23,336 +175%
UBS Group
14
UBS Group
Switzerland
$382K 29,735 +27,349 +1,146%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$340K 26,473 +26,473 New
Ameriprise
16
Ameriprise
Minnesota
$276K 21,528 -26,272 -55%
BCM
17
Bridgeway Capital Management
Texas
$252K 19,592 -5,450 -22%
Deutsche Bank
18
Deutsche Bank
Germany
$150K 11,666 +9,444 +425%
PEAK6
19
PEAK6
Illinois
$144K 11,180 +11,180 New
IAIM
20
International Assets Investment Management
Florida
$143K 11,482 +261 +2%
KFC
21
Klingenstein Fields & Co
New York
$128K 9,994 – –
Bank of New York Mellon
22
Bank of New York Mellon
New York
$121K 9,399 – –
LPL Financial
23
LPL Financial
California
$112K 8,696 +6,250 +256%
Group One Trading
24
Group One Trading
Illinois
$111K 8,669 +8,624 +19,164%
Barclays
25
Barclays
United Kingdom
$106K 8,278 +1,087 +15%
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