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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
VIM
376
Vinva Investment Management
Australia
$2.05M +$746K +1,420 +56%
Cetera Investment Advisers
377
Cetera Investment Advisers
Illinois
$2.05M +$21.5K +41 +1%
AUB
378
Atlantic Union Bankshares
Virginia
$2.04M +$81.4K +155 +4%
BF
379
BOK Financial
Oklahoma
$2.01M -$39.9K -76 -2%
PP
380
PDT Partners
New York
$2.01M +$5.78K +11 +0.3%
EAMA
381
EFG Asset Management (Americas)
Florida
$2M +$36.3K +69 +2%
EGM
382
Engineers Gate Manager
New York
$1.96M -$10.3M -19,643 -84%
Mawer Investment Management
383
Mawer Investment Management
Alberta, Canada
$1.93M +$182K +347 +10%
QCM
384
QRG Capital Management
Illinois
$1.93M +$1.97M +3,758 New
PA
385
PFG Advisors
Arizona
$1.92M -$459K -873 -19%
Luther King Capital Management (LKCM)
386
Luther King Capital Management (LKCM)
Texas
$1.88M -$55.2K -105 -3%
SPIA
387
Steward Partners Investment Advisory
New York
$1.85M -$686K -1,306 -27%
EOJOAM
388
E. Ohman J:or Asset Management
Sweden
$1.8M -$105K -200 -5%
GAM
389
Garrison Asset Management
Arkansas
$1.78M +$1.83M +3,474 New
XT
390
XTX Topco
Cayman Islands
$1.77M +$1.49M +2,842 +471%
FHB
391
First Hawaiian Bank
Hawaii
$1.77M +$45.2K +86 +3%
Wealth Enhancement Advisory Services
392
Wealth Enhancement Advisory Services
Minnesota
$1.71M +$1.75M +3,325 New
MLICM
393
Metropolitan Life Insurance Company (MetLife)
New York
$1.68M -$114K -217 -6%
PAS
394
Park Avenue Securities
New York
$1.67M +$1.71M +3,252 New
SFI
395
Susquehanna Fundamental Investments
Pennsylvania
$1.65M
SEC
396
Seven Eight Capital
New York
$1.63M -$4.49M -8,552 -73%
Janney Montgomery Scott
397
Janney Montgomery Scott
Pennsylvania
$1.63M -$67.8K -129 -4%
PFO
398
Pathstone Family Office
New Jersey
$1.62M +$1.12M +2,135 +207%
CW
399
CreativeOne Wealth
Kansas
$1.61M -$211K -402 -11%
Bank Julius Baer & Co
400
Bank Julius Baer & Co
Switzerland
$1.58M +$95.6K +182 +6%