732 hedge funds and large institutions have $31.5B invested in MSCI in 2021 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 285 increasing their positions, 283 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
-27
Holders Change %
-3.56%
% of All Funds
12.89%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.18%
New
70
Increased
285
Reduced
283
Closed
89
Calls
$60.6M
Puts
$122M
Net Calls
-$61.2M
Net Calls Change
-$84.4M
Name Holding Trade Value Shares
Change
Shares
Change %
MLL
476
Moody Lynn & Lieberson
Massachusetts
$589K -$625K -1,489 -51%
BP
477
Ballentine Partners
Massachusetts
$583K -$2.94K -7 -0.5%
MCIA
478
Mountain Capital Investment Advisors
Colorado
$575K -$206K -447 -26%
PA
479
Profund Advisors
Maryland
$561K +$30.6K +73 +6%
JF
480
JSF Financial
California
$560K -$1.68K -4 -0.3%
ASN
481
Advisory Services Network
Georgia
$547K -$58.7K -140 -10%
PCS
482
Personal CFO Solutions
New Jersey
$542K -$61.7K -147 -10%
WCM
483
WealthBridge Capital Management
Ohio
$534K -$4.19K -10 -0.8%
LNWWM
484
Laird Norton Wetherby Wealth Management
California
$533K -$22.6K -54 -4%
SPC
485
Sigma Planning Corp
Michigan
$531K +$6.29K +15 +1%
ECA
486
Elevated Capital Advisors
Utah
$531K +$21.5K +46 +4%
CCA
487
Checchi Capital Advisers
California
$530K +$109K +259 +26%
SA
488
SRN Advisors
Pennsylvania
$528K -$201K -480 -28%
WA
489
Wealth Alliance
New York
$518K -$108K -257 -17%
IA
490
IndexIQ Advisors
New York
$515K +$48.6K +116 +10%
AC
491
Allstate Corporation
Illinois
$510K +$31.9K +76 +7%
LS
492
Livforsakringsbolaget Skandia
Sweden
$503K
William Blair & Company
493
William Blair & Company
Illinois
$502K -$86K -205 -15%
IC
494
IEQ Capital
California
$498K +$498K +1,187 New
APP
495
Alpha Paradigm Partners
Illinois
$491K
NFG
496
Next Financial Group
Texas
$488K +$53.6K +128 +12%
CS
497
Comerica Securities
Michigan
$487K -$224K -534 -31%
AIP
498
Ameritas Investment Partners
Nebraska
$480K -$24.7K -59 -5%
EWM
499
Evercore Wealth Management
New York
$474K -$7.54K -18 -2%
CAPTRUST Financial Advisors
500
CAPTRUST Financial Advisors
North Carolina
$470K +$318K +759 +210%