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 %
GLA
451
Great Lakes Advisors
Illinois
$1.12M -$1.13K -2 -0.1%
T. Rowe Price Investment Management
452
T. Rowe Price Investment Management
Maryland
$1.11M +$597K +1,055 +117%
ACMA
453
Arbor Capital Management (Alaska)
Alaska
$1.1M -$16.5K -30 -1%
KAS
454
Kestra Advisory Services
Texas
$1.08M +$6.22K +11 +0.6%
NA
455
Navellier & Associates
Nevada
$1.07M +$264K +467 +33%
WP
456
Woodline Partners
California
$1.07M -$109K -193 -9%
Balyasny Asset Management
457
Balyasny Asset Management
Illinois
$1.07M -$28.8K -51 -3%
LWM
458
Liberty Wealth Management
California
$1.07M
KWA
459
Kingswood Wealth Advisors
California
$1.05M +$27.7K +49 +3%
BP
460
Ballentine Partners
Massachusetts
$1.05M +$127K +224 +14%
BWM
461
Buckley Wealth Management
Nevada
$1.04M -$11.3K -20 -1%
IMCOOI
462
Investment Management Corp of Ontario (IMCO)
Canada
$1.03M +$1.03M +1,819 New
MFG
463
Merit Financial Group
Georgia
$1.03M +$25.5K +45 +3%
CS
464
Cannell & Spears
New York
$1.03M +$1.03M +1,814 New
LTAS
465
Linden Thomas Advisory Services
North Carolina
$1.02M +$98.4K +174 +11%
DT
466
Diversified Trust
Tennessee
$995K +$102K +180 +11%
KeyBank National Association
467
KeyBank National Association
Ohio
$989K +$33.4K +59 +3%
AIMCA
468
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$962K
VI
469
Vestcor Inc
New Brunswick, Canada
$959K -$11.9K -21 -1%
GIS
470
Grayhawk Investment Strategies
Alberta, Canada
$959K +$959K +1,695 New
LNWWM
471
Laird Norton Wetherby Wealth Management
California
$954K -$39K -69 -4%
DDC
472
DF Dent & Co
Maryland
$953K +$481K +850 +102%
AC
473
AXQ Capital
New Jersey
$950K +$950K +1,680 New
BFS
474
Bradley Foster & Sargent
Connecticut
$949K +$218K +386 +30%
RCM
475
RB Capital Management
Nevada
$946K -$566 -1 -0.1%