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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
TPM
276
Totem Point Management
New York
$5.71M -$3.8M -7,236 -39%
AWM
277
AE Wealth Management
Kansas
$5.6M +$160K +304 +3%
BWP
278
Baldwin Wealth Partners
Massachusetts
$5.52M -$339K -645 -6%
YCM
279
Yousif Capital Management
Michigan
$5.4M -$232K -442 -4%
KJHP
280
K.J. Harrison & Partners
Ontario, Canada
$5.36M -$105K -200 -2%
JMPWA
281
JP Morgan Private Wealth Advisors
California
$5.1M -$2.81M -5,350 -35%
BAM
282
Bell Asset Management
Australia
$5.08M +$14.7K +28 +0.3%
FIM
283
Fernwood Investment Management
Massachusetts
$5M +$37.8K +72 +0.7%
SLAM
284
Swiss Life Asset Management
$4.8M -$4.98M -9,486 -50%
NAM
285
Nissay Asset Management
Japan
$4.76M +$144K +274 +3%
Daiwa Securities Group
286
Daiwa Securities Group
Japan
$4.74M +$521K +992 +12%
ELI
287
Empire Life Investments
Ontario, Canada
$4.71M -$16.8K -32 -0.3%
CSPIA
288
Cary Street Partners Investment Advisory
Virginia
$4.7M +$93.5K +178 +2%
Mackenzie Financial
289
Mackenzie Financial
Ontario, Canada
$4.49M +$313K +595 +7%
VA
290
Vident Advisory
Georgia
$4.4M +$4.5M +8,570 New
Bank of Nova Scotia
291
Bank of Nova Scotia
Ontario, Canada
$4.39M -$40.5M -77,091 -90%
MJRIC
292
Mogy Joel R Investment Counsel
California
$4.38M +$1.88M +3,583 +72%
RJFSA
293
Raymond James Financial Services Advisors
Florida
$4.35M +$115K +218 +3%
CAM
294
Cresset Asset Management
Illinois
$4.23M +$2.77M +5,279 +178%
II
295
Inspire Investing
Idaho
$4.13M -$932K -1,773 -18%
TPCW
296
TD Private Client Wealth
New York
$4.08M -$209K -398 -5%
DCM
297
Donaldson Capital Management
Indiana
$4.07M +$92.5K +176 +2%
VPIM
298
Vanguard Personalized Indexing Management
California
$4.05M +$223K +424 +6%
CHAM
299
Clear Harbor Asset Management
Connecticut
$4.03M -$80.9K -154 -2%
MP
300
Munro Partners
Australia
$3.91M +$1.68M +3,205 +73%