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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
AI
301
Atria Investments
North Carolina
$3.88M +$727K +1,384 +22%
CA
302
Cornerstone Advisors
North Carolina
$3.8M +$210K +400 +6%
Envestnet Portfolio Solutions
303
Envestnet Portfolio Solutions
Illinois
$3.79M +$3.88M +7,383 New
Fifth Third Bancorp
304
Fifth Third Bancorp
Ohio
$3.77M +$7.36K +14 +0.2%
ACM
305
Advisors Capital Management
New Jersey
$3.77M +$3.86M +7,342 New
IGAM
306
iA Global Asset Management
Quebec, Canada
$3.75M -$558K -1,062 -13%
GIBU
307
Gulf International Bank (UK)
United Kingdom
$3.74M -$444K -845 -10%
AAIS
308
ABN AMRO Investment Solutions
$3.73M +$1.11M +2,114 +41%
BCIM
309
British Columbia Investment Management
British Columbia, Canada
$3.73M +$31K +59 +0.8%
FCI
310
Financial Counselors Inc
Kansas
$3.72M +$77.8K +148 +2%
TRSOTSOK
311
Teachers Retirement System of the State of Kentucky
Kentucky
$3.69M
Twin Tree Management
312
Twin Tree Management
Texas
$3.66M -$11.5M -21,792 -75%
PI
313
PGGM Investments
Netherlands
$3.66M
Commonwealth Equity Services
314
Commonwealth Equity Services
Massachusetts
$3.61M +$471K +897 +15%
BNP Paribas Asset Management
315
BNP Paribas Asset Management
France
$3.6M +$716K +1,362 +24%
Cerity Partners
316
Cerity Partners
New York
$3.55M -$498K -948 -12%
ClearBridge Investments
317
ClearBridge Investments
New York
$3.5M +$538K +1,024 +18%
SRAM
318
Spouting Rock Asset Management
Pennsylvania
$3.48M +$1.74M +3,319 +96%
LFAS
319
Level Four Advisory Services
Texas
$3.44M +$108K +206 +3%
EP
320
Edgestream Partners
New Jersey
$3.38M -$919K -1,748 -21%
Wealthfront Advisers
321
Wealthfront Advisers
California
$3.34M -$91.4K -174 -3%
Creative Planning
322
Creative Planning
Kansas
$3.31M +$167K +317 +5%
CIS
323
Capital International Sarl
California
$3.31M -$833K -1,585 -20%
FC
324
FORA Capital
Florida
$3.31M +$527K +1,003 +18%
KRS
325
Kentucky Retirement Systems
Kentucky
$3.3M -$2.1K -4 -0.1%