STRATEGY INC NOTE 3/0

STRATEGY INC NOTE 3/0 is a security (CUSIP 594972AU5) tracked across SEC portfolio filings. 48 institutional managers reported $1.6B on Form 13F as of 2026-06-30; 4 registered fund positions totaling $12.6M via N-PORT as of 2026-04-30.

Summary

Top institutional holders (Form 13F)

Showing 15 of 48 managers by value.

ManagerLocationValueShares
D. E. Shaw & Co., Inc.New York, NY$398.7M456,995,000
Linden Advisors LPNew York, NY$167.5M192,225,000
Weiss Asset Management LPBOSTON, MA$106.0M121,016,000
Balyasny Asset Management L.P.Chicago, IL$105.3M120,744,000
ARISTEIA CAPITAL LLCGREENWICH, CT$98.4M112,321,000
MILLENNIUM MANAGEMENT LLCNEW YORK, NY$88.8M101,866,000
WOLVERINE ASSET MANAGEMENT LLCCHICAGO, IL$74.8M85,750,000
Walleye Capital LLCNEW YORK, NY$70.9M79,947,000
LMR Partners LLPLONDON, X0$69.7M80,097,000
TWO SIGMA INVESTMENTS, LPNew York, NY$46.1M52,774,000
WHITEBOX ADVISORS LLCMINNEAPOLIS, MN$45.2M51,782,000
Sculptor Capital LPNew York, NY$39.1M45,000,000
STATE STREET CORPBOSTON, MA$37.6M43,300,000
Context Capital Management, LLCLAJOLLA, CA$31.1M35,000,000
FMR LLCBOSTON, MA$29.6M33,963,000

Top fund holders (N-PORT)

FundRegistrantValue% of fund
Putnam Convertible Securities FundPutnam Convertible Securities Fund$5.8M102.92%
TRI-CONTINENTAL CorpTRI-CONTINENTAL Corp$5.2M27.65%
Franklin BSP Private Credit FundFranklin BSP Private Credit Fund$866K74.36%
Blackstone Alternative Multi-Strategy FundBlackstone Alternative Investment Funds$698K1.93%

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