870 hedge funds and large institutions have $40.7B invested in MSCI in 2023 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 316 increasing their positions, 339 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
870
Holders Change
+45
Holders Change %
+5.45%
% of All Funds
12.75%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
112
Increased
316
Reduced
339
Closed
56
Calls
$222M
Puts
$204M
Net Calls
+$18.3M
Net Calls Change
+$3.16M
Name Holding Trade Value Shares
Change
Shares
Change %
VA
276
Vident Advisory
Georgia
$5.84M +$996K +1,760 +21%
FIM
277
Fernwood Investment Management
Massachusetts
$5.74M +$239K +423 +4%
YCM
278
Yousif Capital Management
Michigan
$5.73M -$228K -403 -4%
AWM
279
AE Wealth Management
Kansas
$5.67M -$326K -594 -5%
Pathstone Holdings
280
Pathstone Holdings
New Jersey
$5.66M +$5.66M +10,007 New
CSPIA
281
Cary Street Partners Investment Advisory
Virginia
$5.64M +$460K +814 +9%
NAM
282
Nissay Asset Management
Japan
$5.38M +$133K +236 +3%
PCH
283
Polar Capital Holdings
United Kingdom
$5.3M -$2M -3,534 -27%
TC
284
TwinBeech Capital
New York
$5.25M +$5.25M +9,282 New
Daiwa Securities Group
285
Daiwa Securities Group
Japan
$5.23M +$6.79K +12 +0.1%
ELI
286
Empire Life Investments
Ontario, Canada
$5.19M -$5.66K -10 -0.1%
BCIM
287
British Columbia Investment Management
British Columbia, Canada
$5.15M +$1.03M +1,827 +25%
ACM
288
Advisors Capital Management
New Jersey
$5.1M +$943K +1,667 +23%
NEI
289
Northwest & Ethical Investments
Ontario, Canada
$5.08M +$1.95M +3,455 +62%
Mackenzie Financial
290
Mackenzie Financial
Ontario, Canada
$5.06M -$66.2K -117 -1%
RJFSA
291
Raymond James Financial Services Advisors
Florida
$5.02M +$230K +406 +5%
CAM
292
Cresset Asset Management
Illinois
$4.75M +$84.3K +149 +2%
DCM
293
Donaldson Capital Management
Indiana
$4.67M +$183K +324 +4%
CCIA
294
Campbell & Co Investment Adviser
Maryland
$4.67M +$4.67M +8,248 New
JF
295
Jump Financial
Illinois
$4.63M +$4.27M +7,548 +1,187%
II
296
Inspire Investing
Idaho
$4.52M -$38.5K -68 -0.8%
CHAM
297
Clear Harbor Asset Management
Connecticut
$4.48M +$37.3K +66 +0.8%
CCFCSB
298
Cape Cod Five Cents Savings Bank
Massachusetts
$4.43M -$4.66M -8,245 -51%
Cerity Partners
299
Cerity Partners
New York
$4.34M +$430K +761 +11%
AI
300
Atria Investments
North Carolina
$4.33M +$52.6K +93 +1%