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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
FAF
251
Fjarde Ap-fonden
Sweden
$7.2M +$961K +1,828 +15%
CW
252
Connectus Wealth
Ohio
$7.14M -$1M -1,904 -12%
CNB
253
Czech National Bank
Czech Republic
$7.09M +$2.28M +4,346 +46%
SCM
254
Silvant Capital Management
Georgia
$6.98M
AQR Capital Management
255
AQR Capital Management
Connecticut
$6.88M -$4.17M -7,939 -37%
AWM
256
Axxcess Wealth Management
California
$6.83M +$144K +274 +2%
URS
257
Utah Retirement Systems
Utah
$6.78M -$64.1K -122 -0.9%
TW
258
Transform Wealth
Colorado
$6.77M -$2.2M -4,195 -24%
CFG
259
Cambridge Financial Group
Ohio
$6.66M +$6.82M +12,985 New
Caisse de Depot et Placement du Quebec (CDPQ)
260
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.64M -$5.83M -11,086 -46%
PCH
261
Polar Capital Holdings
United Kingdom
$6.62M -$1.9M -3,612 -22%
CWM
262
CIBC World Markets
New York
$6.52M -$1.91M -3,632 -22%
SGA
263
Strategic Global Advisors
California
$6.47M +$2.82M +5,376 +74%
MC
264
Middleton & Co
Massachusetts
$6.45M -$199K -379 -3%
IG
265
ING Group
Netherlands
$6.44M -$792K -1,508 -11%
MML Investors Services
266
MML Investors Services
Massachusetts
$6.39M -$47.3K -90 -0.7%
NYLIM
267
New York Life Investment Management
New York
$6.28M -$107K -203 -2%
MOACM
268
Mutual of America Capital Management
New York
$6.27M -$852K -1,621 -12%
Mirae Asset Global Investments
269
Mirae Asset Global Investments
South Korea
$6.12M +$198K +376 +3%
ANTB
270
AMG National Trust Bank
Colorado
$6.07M +$15.8K +30 +0.3%
SOADOR
271
State of Alaska Department of Revenue
Alaska
$6.04M -$276K -525 -4%
EW
272
Evoke Wealth
California
$5.94M -$28.9K -55 -0.5%
Acadian Asset Management
273
Acadian Asset Management
Massachusetts
$5.91M -$7.98M -15,192 -57%
Teacher Retirement System of Texas
274
Teacher Retirement System of Texas
Texas
$5.81M +$2.5M +4,763 +73%
LCM
275
Logan Capital Management
Pennsylvania
$5.78M -$51K -97 -0.9%