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 %
OTPPB
476
Ontario Teachers' Pension Plan Board
Ontario, Canada
$940K +$337K +596 +56%
PWM
477
Palumbo Wealth Management
New York
$937K +$45.3K +80 +5%
CC
478
Cipher Capital
New York
$929K +$351K +621 +61%
WMA
479
Wealth Management Associates
New Jersey
$924K
CI
480
Capital International
California
$920K
Carson Wealth (CWM LLC)
481
Carson Wealth (CWM LLC)
Nebraska
$919K +$7.35K +13 +0.8%
AM
482
AGF Management
Ontario, Canada
$914K -$451K -798 -33%
LA
483
LVW Advisors
New York
$912K +$204K +360 +29%
Parallax Volatility Advisers
484
Parallax Volatility Advisers
California
$911K +$91.1K +161 +11%
Nomura Holdings
485
Nomura Holdings
Japan
$904K +$904K +1,598 New
ASN
486
Advisory Services Network
Georgia
$897K -$40.7K -72 -4%
GT
487
Glenmede Trust
Pennsylvania
$890K +$79.2K +140 +10%
PHK
488
Point72 Hong Kong
Hong Kong
$889K +$889K +1,572 New
HAG
489
HighPoint Advisor Group
Illinois
$884K +$884K +1,604 New
KIA
490
Knollwood Investment Advisory
Maryland
$874K +$874K +1,545 New
William Blair & Company
491
William Blair & Company
Illinois
$855K -$99K -175 -10%
EWM
492
EPG Wealth Management
Georgia
$848K +$848K +1,473 New
Cambridge Investment Research Advisors
493
Cambridge Investment Research Advisors
Iowa
$824K +$32.2K +57 +4%
FI
494
FJ Investments
Utah
$821K +$821K +1,451 New
HBT
495
Heartland Bank & Trust
Illinois
$818K -$27.2K -48 -3%
GS
496
GTS Securities
New York
$815K +$123K +218 +18%
Kayne Anderson Rudnick Investment Management
497
Kayne Anderson Rudnick Investment Management
California
$813K +$566 +1 +0.1%
SCM
498
Stevens Capital Management
Pennsylvania
$811K -$251K -444 -24%
VCA
499
Verdence Capital Advisors
Maryland
$807K +$54.9K +97 +7%
BPA
500
Beacon Pointe Advisors
California
$807K -$105K -186 -12%