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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
FLPIM
476
F.L. Putnam Investment Management
Massachusetts
$781K -$1.91M -3,639 -70%
GCM
477
Graham Capital Management
Connecticut
$770K +$440K +838 +127%
DC
478
Dantai Capital
Hong Kong
$770K +$788K +1,500 New
HBT
479
Heartland Bank & Trust
Illinois
$767K +$13.1K +25 +2%
DA
480
Duality Advisers
Florida
$759K -$924K -1,758 -54%
Parallax Volatility Advisers
481
Parallax Volatility Advisers
California
$744K +$762K +1,450 New
MC
482
Machina Capital
France
$741K +$490K +932 +182%
Kayne Anderson Rudnick Investment Management
483
Kayne Anderson Rudnick Investment Management
California
$737K
GT
484
Glenmede Trust
Pennsylvania
$735K -$79.3K -151 -10%
NA
485
Navellier & Associates
Nevada
$734K +$59.4K +113 +9%
CAM
486
Cypress Asset Management
Texas
$730K
TC
487
TownSquare Capital
Utah
$726K +$287K +547 +63%
GPGA
488
Grandeur Peak Global Advisors
Utah
$720K -$1.35M -2,562 -65%
Cambridge Investment Research Advisors
489
Cambridge Investment Research Advisors
Iowa
$718K +$63.1K +120 +9%
MAS
490
Meeder Advisory Services
Ohio
$714K -$174K -331 -19%
SFM
491
Signet Financial Management
New Jersey
$712K -$223K -425 -23%
HH
492
HWG Holdings
Texas
$709K +$575K +1,094 +380%
MLL
493
Moody Lynn & Lieberson
Massachusetts
$699K -$2.63K -5 -0.4%
IMRF
494
Illinois Municipal Retirement Fund
Illinois
$698K -$663K -1,262 -48%
VCA
495
Verdence Capital Advisors
Maryland
$683K +$699K +1,330 New
ECM
496
ExodusPoint Capital Management
New York
$677K -$16.9M -32,068 -96%
ORI
497
Oak Ridge Investments
Illinois
$676K -$1.58K -3 -0.2%
SFA
498
Sequoia Financial Advisors
Ohio
$658K +$266K +506 +65%
LA
499
LVW Advisors
New York
$643K +$658K +1,253 New
EI
500
Ellevest Inc
New York
$638K -$83.6K -159 -11%