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 %
DWM
376
Dakota Wealth Management
Florida
$2.32M -$66.7K -118 -3%
FIM
377
Freedom Investment Management
Connecticut
$2.3M -$173K -306 -7%
CI Investments Inc
378
CI Investments Inc
Ontario, Canada
$2.25M -$137K -242 -6%
CP
379
Cumberland Partners
Ontario, Canada
$2.22M
CAN
380
Cetera Advisor Networks
California
$2.2M -$136K -240 -6%
Janney Montgomery Scott
381
Janney Montgomery Scott
Pennsylvania
$2.17M +$374K +662 +21%
FFP
382
FourThought Financial Partners
Florida
$2.16M +$2.16M +3,822 New
QCM
383
QRG Capital Management
Illinois
$2.14M +$13K +23 +0.6%
PA
384
PFG Advisors
Arizona
$2.11M
AIM
385
Achmea Investment Management
Netherlands
$2.1M +$904K +1,597 +76%
Luther King Capital Management (LKCM)
386
Luther King Capital Management (LKCM)
Texas
$2.06M -$12.4K -22 -0.6%
FC
387
FORA Capital
Florida
$2.03M -$1.62M -2,861 -44%
GAM
388
Garrison Asset Management
Arkansas
$2.01M +$46.9K +83 +2%
ET
389
Entropy Technologies
New York
$1.96M +$1.96M +3,458 New
Wealth Enhancement Advisory Services
390
Wealth Enhancement Advisory Services
Minnesota
$1.95M +$70.7K +125 +4%
Cetera Investment Advisers
391
Cetera Investment Advisers
Illinois
$1.88M -$373K -660 -17%
SPS
392
Susquehanna Portfolio Strategies
Pennsylvania
$1.88M +$1.88M +3,320 New
SPIA
393
Steward Partners Investment Advisory
New York
$1.88M -$166K -294 -8%
CHC
394
City Holding Co
West Virginia
$1.86M +$189K +334 +11%
CW
395
CreativeOne Wealth
Kansas
$1.86M +$83.2K +147 +5%
MLICM
396
Metropolitan Life Insurance Company (MetLife)
New York
$1.82M -$30K -53 -2%
FHB
397
First Hawaiian Bank
Hawaii
$1.79M -$154K -273 -8%
PAS
398
Park Avenue Securities
New York
$1.78M -$55.4K -98 -3%
QCM
399
Quantinno Capital Management
New York
$1.77M +$221K +391 +14%
SGI
400
Summit Global Investments
Utah
$1.76M +$91.1K +161 +5%