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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
TRCT
351
Tower Research Capital (TRC)
New York
$2.53M +$1.85M +3,514 +247%
LSERS
352
Louisiana State Employees Retirement System
Louisiana
$2.51M -$52.5K -100 -2%
FFA
353
First Foundation Advisors
California
$2.45M +$2.51M +4,778 New
GL
354
GHE LLC
Tennessee
$2.44M +$22.1K +42 +0.9%
AA
355
ALPS Advisors
Colorado
$2.42M -$2.57M -4,883 -51%
CG
356
Colony Group
Massachusetts
$2.42M -$21K -40 -0.8%
SLI
357
Sumitomo Life Insurance
Japan
$2.41M +$696K +1,324 +39%
GI
358
GAMCO Investors
Connecticut
$2.39M -$45.7K -87 -2%
OAM
359
Oppenheimer Asset Management
New York
$2.36M +$1.1M +2,096 +83%
FT
360
Fiduciary Trust
Massachusetts
$2.26M +$891K +1,696 +63%
IC
361
IEQ Capital
California
$2.26M -$520K -989 -18%
CIC
362
Cornercap Investment Counsel
Georgia
$2.25M +$26.3K +50 +1%
FDS
363
Freedom Day Solutions
Texas
$2.25M +$14.7K +28 +0.6%
FIM
364
Freedom Investment Management
Connecticut
$2.24M -$1.87M -3,551 -45%
CP
365
Cumberland Partners
Ontario, Canada
$2.22M -$16.3K -31 -0.7%
SCM
366
Shelton Capital Management
Colorado
$2.21M +$2M +3,800 +745%
ACM
367
Alamar Capital Management
California
$2.2M +$167K +318 +8%
BFM
368
Boston Financial Management
Massachusetts
$2.18M +$56.2K +107 +3%
CI Investments Inc
369
CI Investments Inc
Ontario, Canada
$2.16M +$779K +1,482 +54%
DWM
370
Dakota Wealth Management
Florida
$2.16M -$39.9K -76 -2%
NMERB
371
New Mexico Educational Retirement Board
New Mexico
$2.15M +$158K +300 +8%
RWM
372
Ritholtz Wealth Management
New York
$2.13M +$4.73K +9 +0.2%
CAN
373
Cetera Advisor Networks
California
$2.12M +$510K +970 +31%
NA
374
NewEdge Advisors
Louisiana
$2.1M +$240K +456 +13%
ESCM
375
Echo Street Capital Management
New York
$2.06M -$1.22M -2,323 -37%