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 %
NMIMC
426
Northwestern Mutual Investment Management Company
Wisconsin
$1.42M +$4.53K +8 +0.3%
PA
427
Paragon Advisors
Texas
$1.4M +$478K +846 +52%
CIP
428
Chartwell Investment Partners
Pennsylvania
$1.4M +$267K +472 +24%
VPI
429
Value Partners Investments
Manitoba, Canada
$1.37M +$114K +202 +9%
AFS
430
Aft Forsyth & Sober
Florida
$1.37M
AI
431
AXS Investments
New York
$1.36M +$60.5K +107 +5%
EDRH
432
Edmond de Rothschild Holding
Switzerland
$1.34M -$1.95M -3,444 -59%
SA
433
SRN Advisors
Pennsylvania
$1.34M +$270K +478 +25%
BFG
434
Bleakley Financial Group
New Jersey
$1.32M +$83.7K +148 +7%
SS
435
Simplicity Solutions
Minnesota
$1.32M +$78.1K +138 +6%
NIMI
436
Natixis Investment Managers International
France
$1.31M +$625K +1,105 +91%
MFG
437
Monumental Financial Group
Maryland
$1.31M -$14.1K -25 -1%
CCM
438
Coldstream Capital Management
Washington
$1.29M +$615K +1,088 +91%
PMG
439
ProVise Management Group
Florida
$1.28M
BSI
440
Bennett Selby Investments
Maine
$1.26M -$7.35K -13 -0.6%
GAM
441
Groupama Asset Management
France
$1.24M +$1.24M +2,198 New
PC
442
Pier Capital
Connecticut
$1.24M +$590K +1,043 +91%
AWS
443
Atria Wealth Solutions
New York
$1.24M -$54.3K -96 -4%
GC
444
Guggenheim Capital
Illinois
$1.23M +$273K +482 +28%
AO
445
Advisor OS
Illinois
$1.23M -$239K -423 -16%
VI
446
Versor Investments
New York
$1.22M +$1.22M +2,151 New
BA
447
Birinyi Associates
Connecticut
$1.19M +$566 +1 +0%
SAM
448
Sompo Asset Management
Japan
$1.18M +$11.3K +20 +1%
BOSSRA
449
B.O.S.S. Retirement Advisors
Utah
$1.17M -$7.35K -13 -0.6%
Verition Fund Management
450
Verition Fund Management
Connecticut
$1.16M +$780K +1,379 +206%