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Of the 6 tracked institutions holding MSTR 0.625 03/15/30, 2 have a 3-year clone track record — 2 of them beat the S&P. Average holder's clone alpha: +8.3pt. It's a gauge of who owns the name, not just how many.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Among the 6 tracked institutional investors we monitor, MSTR 0.625 03/15/30 (STRATEGY INC) is held with a combined value of $61.44M across 60,200,000 shares. The largest holder is STATE STREET CORP with a position worth $19.84M. WELLINGTON MANAGEMENT GROUP LLP opened a new position in the most recent quarter. 2 funds increased their holdings. 3 funds reduced their position.
Total Institutional Value
$61.44M
Total Shares Held
60,200,000
Institutional Holders
6
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | STATE STREET CORP | $19.84M | 0.00% | +21.3% |
| 2 | BlackRock, Inc. | $19.18M | 0.00% | +47.8% |
| 3 | FMR LLC | $8.92M | 0.00% | -0.9% |
| 4 | Point72 Asset Management, L.P. | $7.68M | 0.01% | -85.0% |
| 5 | CITADEL ADVISORS LLC | $5.10M | 0.00% | -50.0% |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | $716.34K | 0.00% | New |
As of the latest SEC 13F filings, STATE STREET CORP is the largest institutional holder of MSTR 0.625 03/15/30 with a position worth $19.84M, representing 0.00% of their portfolio. In total, 6 institutional investors hold MSTR 0.625 03/15/30 with a combined value of $61.44M.
In the most recent quarter, 1 fund opened a new position in MSTR 0.625 03/15/30. Additionally, 2 increased their holdings and 3 reduced their positions.
Institutional investors hold $61.44M worth of MSTR 0.625 03/15/30 stock across 6 positions. The largest institutional holder is STATE STREET CORP with $19.84M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For MSTR 0.625 03/15/30, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their MSTR 0.625 03/15/30 positions.
