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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
Jacobs Levy Equity Management
326
Jacobs Levy Equity Management
New Jersey
$3.29M +$3.1M +5,907 +1,151%
CS
327
Candriam SCA
Luxembourg
$3.16M -$169K -321 -5%
OPERF
328
Oregon Public Employees Retirement Fund
Oregon
$3.15M -$32.1K -61 -1%
SF
329
Synovus Financial
Georgia
$3.15M -$383K -728 -11%
TC
330
Tsai Capital
New York
$3.14M +$245K +466 +8%
DZ Bank
331
DZ Bank
Germany
$3.12M -$573K -1,091 -15%
MSRPS
332
Maryland State Retirement & Pension System
Maryland
$3.05M
EDRH
333
Edmond de Rothschild Holding
Switzerland
$2.98M -$3.68K -7 -0.1%
SICM
334
Sustainable Insight Capital Management
New York
$2.91M +$2.98M +5,666 New
SAM
335
Securian Asset Management
Minnesota
$2.89M -$547K -1,041 -16%
HIMCH
336
Hartford Investment Management Co (HIMCO)
Connecticut
$2.88M -$118K -224 -4%
KC
337
Kingfisher Capital
North Carolina
$2.87M +$7.36K +14 +0.3%
NEI
338
Northwest & Ethical Investments
Ontario, Canada
$2.84M +$1.03M +1,968 +55%
RI
339
Redwood Investments
Massachusetts
$2.84M -$24.2K -46 -0.8%
API
340
Advisor Partners II
California
$2.81M +$95.1K +181 +3%
QT
341
Quantbot Technologies
New York
$2.79M -$9.37M -17,833 -77%
EI
342
Ethic Inc
New York
$2.77M -$206K -392 -7%
BS
343
Banco Santander
Spain
$2.76M -$92.5K -176 -3%
AssetMark Inc
344
AssetMark Inc
California
$2.76M +$404K +768 +17%
Bessemer Group
345
Bessemer Group
New Jersey
$2.74M -$221K -420 -7%
CGH
346
Crossmark Global Holdings
Texas
$2.65M -$136K -259 -5%
AIM
347
Aurora Investment Managers
Florida
$2.63M -$196K -373 -7%
US Bancorp
348
US Bancorp
Minnesota
$2.61M +$97.2K +185 +4%
N
349
Natixis
France
$2.58M +$398K +758 +18%
PMEF
350
Point72 Middle East FZE
United Arab Emirates
$2.57M -$9.62M -18,304 -79%