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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
SCA
501
Snowden Capital Advisors
New York
$633K +$22.1K +42 +4%
QIM
502
Quantitative Investment Management
Virginia
$627K +$643K +1,223 New
GS
503
GTS Securities
New York
$627K +$642K +1,222 New
DEA
504
DoubleLine ETF Adviser
Florida
$625K +$20K +38 +3%
QPBE
505
Quintet Private Bank (Europe)
Luxembourg
$621K +$537K +1,021 +537%
NIMI
506
Natixis Investment Managers International
France
$620K +$50.4K +96 +9%
CCM
507
Coldstream Capital Management
Washington
$610K -$23.6K -45 -4%
PA
508
Pinnacle Associates
New York
$606K +$3.15K +6 +0.5%
BFS
509
Bradley Foster & Sargent
Connecticut
$606K
WPC
510
Wedmont Private Capital
Pennsylvania
$603K +$119K +227 +24%
BWP
511
Balboa Wealth Partners
Arizona
$599K -$120K -229 -16%
IFWM
512
Institute for Wealth Management
Colorado
$599K +$525 +1 +0.1%
HCA
513
Harbor Capital Advisors
Illinois
$598K -$8.41K -16 -1%
SC
514
Scotia Capital
Ontario, Canada
$595K +$304K +578 +99%
OC
515
Oppenheimer & Co
New York
$593K +$607K +1,156 New
S
516
SignatureFD
Georgia
$593K +$40.5K +77 +7%
PC
517
Pier Capital
Connecticut
$587K -$12.6K -24 -2%
FMAEN1
518
Fund Management at Engine No 1
California
$580K +$45.7K +87 +8%
RC
519
Roundview Capital
New Jersey
$567K +$525 +1 +0.1%
CC
520
Centiva Capital
New York
$565K +$258K +491 +80%
AFA
521
Abacus FCF Advisors
Florida
$561K -$338K -643 -37%
AAM
522
Advisors Asset Management
Colorado
$559K +$5.25K +10 +0.9%
EA
523
Emerald Advisers
Pennsylvania
$558K +$572K +1,088 New
SLG
524
Stanley-Laman Group
Pennsylvania
$548K
OTPPB
525
Ontario Teachers' Pension Plan Board
Ontario, Canada
$546K -$182K -346 -25%