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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
GFS
401
GYL Financial Synergies
Connecticut
$1.56M -$11K -21 -0.7%
DC
402
Davenport & Co
Virginia
$1.54M -$154K -294 -9%
TI
403
Tidal Investments
Wisconsin
$1.52M +$244K +465 +19%
CHC
404
City Holding Co
West Virginia
$1.52M +$105K +200 +7%
SGI
405
Summit Global Investments
Utah
$1.52M +$1.25M +2,374 +408%
CM
406
Crestline Management
Texas
$1.5M -$3.19M -6,068 -67%
MGP
407
Metis Global Partners
California
$1.48M +$255K +486 +20%
KRSITF
408
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.47M -$1.05K -2 -0.1%
CIBC World Market
409
CIBC World Market
Ontario, Canada
$1.47M +$814K +1,550 +118%
YIH
410
Y-Intercept (HK)
Hong Kong
$1.47M +$274K +522 +22%
EF
411
Empirical Finance
Pennsylvania
$1.42M +$131K +249 +10%
QCM
412
Quantinno Capital Management
New York
$1.41M +$1.13M +2,141 +356%
PL
413
Perpetual Ltd
Australia
$1.4M -$476K -906 -25%
FCM
414
Fairbanks Capital Management
California
$1.4M -$71.5K -136 -5%
CAPTRUST Financial Advisors
415
CAPTRUST Financial Advisors
North Carolina
$1.39M +$13.1K +25 +0.9%
CNBT
416
Canandaigua National Bank & Trust
New York
$1.37M -$61.5K -117 -4%
GT
417
Greenleaf Trust
Michigan
$1.35M +$13.1K +25 +1%
AO
418
Advisor OS
Illinois
$1.33M +$40.5K +77 +3%
NMIMC
419
Northwestern Mutual Investment Management Company
Wisconsin
$1.28M -$15.8K -30 -1%
AFS
420
Aft Forsyth & Sober
Florida
$1.24M
OAM
421
Ostrum Asset Management
France
$1.24M +$279K +531 +28%
AM
422
AGF Management
Ontario, Canada
$1.24M -$7.89M -15,008 -86%
MFG
423
Monumental Financial Group
Maryland
$1.2M +$34.2K +65 +3%
FCM
424
Fortis Capital Management
Washington
$1.18M +$134K +255 +12%
AI
425
AXS Investments
New York
$1.18M -$87.8K -167 -7%