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 %
CAM
501
Cypress Asset Management
Texas
$805K
OIA
502
OneDigital Investment Advisors
Kansas
$803K +$306K +540 +61%
MAS
503
Meeder Advisory Services
Ohio
$803K +$15.8K +28 +2%
GPGA
504
Grandeur Peak Global Advisors
Utah
$794K
FLPIM
505
F.L. Putnam Investment Management
Massachusetts
$794K -$67.9K -120 -8%
SFM
506
Signet Financial Management
New Jersey
$785K +$565 +1 +0.1%
HF
507
HRT Financial
New York
$781K -$11.3M -19,912 -94%
SC
508
Syon Capital
California
$778K +$491K +868 +171%
OAM
509
Ostrum Asset Management
France
$775K -$593K -1,048 -43%
TCM
510
Teza Capital Management
Illinois
$774K +$774K +1,369 New
MLL
511
Moody Lynn & Lieberson
Massachusetts
$773K +$2.26K +4 +0.3%
HH
512
HWG Holdings
Texas
$770K -$11.3K -20 -1%
HWAM
513
Hennion & Walsh Asset Management
New Jersey
$770K +$355K +627 +85%
NIM
514
NEOS Investment Management
Connecticut
$770K +$210K +371 +37%
IMRF
515
Illinois Municipal Retirement Fund
Illinois
$769K
CWA
516
Clarus Wealth Advisors
Arizona
$753K +$753K +1,377 New
DEA
517
DoubleLine ETF Adviser
Florida
$749K +$60K +106 +9%
IIM
518
INTECH Investment Management
Florida
$746K +$479K +846 +179%
PA
519
Pinnacle Associates
New York
$740K +$71.3K +126 +11%
HI
520
Horizon Investments
North Carolina
$712K +$407K +720 +134%
PRC
521
Pearl River Capital
Michigan
$707K -$314K -555 -31%
ORI
522
Oak Ridge Investments
Illinois
$702K -$43.6K -77 -6%
A
523
AlphaQuest
New York
$693K +$693K +1,226 New
SCA
524
Snowden Capital Advisors
New York
$687K -$10.2K -18 -1%
QPBE
525
Quintet Private Bank (Europe)
Luxembourg
$684K -$566 -1 -0.1%