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829 hedge funds and large institutions have $36.7B invested in MSCI in 2023 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 304 increasing their positions, 315 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 74

10% more capital invested

Capital invested by funds: $33.5B → $36.7B (+$3.24B)

2% more funds holding

Funds holding: 812829 (+17)

1.36% more ownership

Funds ownership: 88.96%90.32% (+1.4%)

9% more call options, than puts

Call options by funds: $193M | Put options by funds: $178M

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

3% less repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 315

Holders
829
Holders Change
+17
Holders Change %
+2.09%
% of All Funds
13.16%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
98
Increased
304
Reduced
315
Closed
74
Calls
$193M
Puts
$178M
Net Calls
+$15.2M
Net Calls Change
-$62.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TPSF
226
Texas Permanent School Fund
Texas
$9.24M -$328K -625 -3%
Retirement Systems of Alabama
227
Retirement Systems of Alabama
Alabama
$9.18M -$164K -313 -2%
FHA
228
First Horizon Advisors
Tennessee
$8.99M +$833K +1,585 +10%
DILIC
229
Dai-ichi Life Insurance Company
Japan
$8.88M -$166K -315 -2%
MGWM
230
Marks Group Wealth Management
Minnesota
$8.84M +$59.4K +113 +0.7%
PIM
231
Progressive Investment Management
Oregon
$8.72M -$111K -212 -1%
SAM
232
Shell Asset Management
Netherlands
$8.7M +$3.86M +7,341 +76%
SMDAM
233
Sumitomo Mitsui DS Asset Management
Japan
$8.68M +$993K +1,889 +13%
AAF
234
Andra AP-fonden
Sweden
$8.57M +$105K +200 +1%
TAM
235
Thematics Asset Management
France
$8.51M -$1.43M -2,716 -14%
II
236
IFM Investors
Australia
$8.38M +$388K +739 +5%
CCFCSB
237
Cape Cod Five Cents Savings Bank
Massachusetts
$8.25M +$4.25M +8,090 +101%
Credit Agricole
238
Credit Agricole
France
$8.18M +$515K +980 +7%
X
239
Xponance
Pennsylvania
$8.16M -$27.9K -53 -0.3%
COPPSERS
240
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$8.16M +$1.02M +1,939 +14%
UCFA
241
United Capital Financial Advisors
Texas
$8.08M +$174K +332 +2%
MFWM
242
Motley Fool Wealth Management
Virginia
$7.88M +$294K +560 +4%
ACIM
243
Azimuth Capital Investment Management
Michigan
$7.83M +$87.2K +166 +1%
PP
244
Prudential plc
United Kingdom
$7.66M -$1.9M -3,613 -19%
DnB Asset Management
245
DnB Asset Management
Norway
$7.53M +$308K +587 +4%
Ensign Peak Advisors
246
Ensign Peak Advisors
Utah
$7.48M -$2.91M -5,543 -28%
PNC Financial Services Group
247
PNC Financial Services Group
Pennsylvania
$7.45M +$1.19M +2,274 +19%
Stifel Financial
248
Stifel Financial
Missouri
$7.4M +$1.23M +2,350 +19%
Mariner
249
Mariner
Kansas
$7.3M +$356K +677 +5%
OSAM
250
O'Shaughnessy Asset Management
Connecticut
$7.23M +$1.78M +3,385 +32%