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 %
EOJOAM
401
E. Ohman J:or Asset Management
Sweden
$1.76M -$226K -400 -11%
GFS
402
GYL Financial Synergies
Connecticut
$1.75M +$32.8K +58 +2%
DC
403
Dantai Capital
Hong Kong
$1.73M +$880K +1,555 +104%
CIBC World Market
404
CIBC World Market
Ontario, Canada
$1.7M +$81.4K +144 +5%
PP
405
PDT Partners
New York
$1.7M -$515K -911 -23%
Caisse de Depot et Placement du Quebec (CDPQ)
406
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.68M -$5.64M -9,966 -77%
ECM
407
Everence Capital Management
Indiana
$1.66M
DC
408
Davenport & Co
Virginia
$1.64M -$55.4K -98 -3%
FCM
409
Fairbanks Capital Management
California
$1.63M +$84.8K +150 +5%
KRSITF
410
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.59M -$30.5K -54 -2%
JFG
411
Jefferies Financial Group
New York
$1.57M +$1.57M +2,780 New
EF
412
Empirical Finance
Pennsylvania
$1.57M +$7.92K +14 +0.5%
CAPTRUST Financial Advisors
413
CAPTRUST Financial Advisors
North Carolina
$1.57M +$39.6K +70 +3%
AWM
414
Apollon Wealth Management
South Carolina
$1.57M +$328K +580 +27%
FCM
415
Fortis Capital Management
Washington
$1.56M +$263K +465 +20%
SWM
416
Segment Wealth Management
Texas
$1.56M +$305K +540 +24%
PL
417
Perpetual Ltd
Australia
$1.55M -$1.7K -3 -0.1%
WWS
418
Wellington Wealth Strategies
Indiana
$1.54M +$1.54M +2,731 New
AIC
419
Anthracite Investment Company
Texas
$1.53M +$1.53M +2,700 New
GT
420
Greenleaf Trust
Michigan
$1.52M +$30.5K +54 +2%
SFI
421
Susquehanna Fundamental Investments
Pennsylvania
$1.51M -$304K -538 -17%
TI
422
Tidal Investments
Wisconsin
$1.51M -$175K -310 -10%
CNBT
423
Canandaigua National Bank & Trust
New York
$1.5M -$6.79K -12 -0.5%
MGP
424
Metis Global Partners
California
$1.45M -$189K -335 -12%
Mercer Global Advisors
425
Mercer Global Advisors
Colorado
$1.42M +$128K +227 +10%