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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
DCP
26
Durable Capital Partners
Maryland
$299M -$50M -95,118 -14%
Goldman Sachs
27
Goldman Sachs
New York
$298M +$2.55M +4,857 +0.8%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$289M -$27.6M -52,438 -9%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$276M -$105M -200,622 -27%
Legal & General Group
30
Legal & General Group
United Kingdom
$275M -$15.9M -30,181 -5%
Ameriprise
31
Ameriprise
Minnesota
$268M -$47.4M -90,132 -15%
Invesco
32
Invesco
Georgia
$248M -$7.21M -13,713 -3%
Winslow Capital Management
33
Winslow Capital Management
Minnesota
$248M -$5.46M -10,392 -2%
PAM
34
PineStone Asset Management
Quebec, Canada
$241M +$177M +337,028 +254%
Charles Schwab
35
Charles Schwab
California
$225M -$581K -1,105 -0.3%
AIM
36
Alphinity Investment Management
Australia
$221M +$6.57M +12,495 +3%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$202M -$857K -1,631 -0.4%
UBS AM
38
UBS AM
Illinois
$178M +$23.9M +45,526 +15%
Artisan Partners
39
Artisan Partners
Wisconsin
$175M -$8.35M -15,896 -4%
Barclays
40
Barclays
United Kingdom
$174M +$48.3M +92,008 +37%
Deutsche Bank
41
Deutsche Bank
Germany
$172M +$30.9M +58,821 +21%
PI
42
Putnam Investments
Massachusetts
$162M +$1.78M +3,384 +1%
EAM
43
Eagle Asset Management
Florida
$149M -$22.6K -43 -0%
Schroder Investment Management Group
44
Schroder Investment Management Group
United Kingdom
$143M +$13.6M +25,870 +10%
OCBV
45
Ownership Capital B.V.
Netherlands
$142M +$85.1K +162 +0.1%
N
46
Nuveen
North Carolina
$138M +$11.3M +21,501 +9%
Temasek Holdings
47
Temasek Holdings
Singapore
$137M
Public Employees Retirement Association of Colorado
48
Public Employees Retirement Association of Colorado
Colorado
$130M -$2.45M -4,663 -2%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$130M +$29.2M +55,637 +28%
Los Angeles Capital Management
50
Los Angeles Capital Management
California
$125M +$106M +201,317 +469%