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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
EWM
526
Evercore Wealth Management
New York
$545K +$18.4K +35 +3%
I
527
InceptionR
California
$541K +$554K +1,055 New
LNC
528
Lincoln National Corp
Pennsylvania
$534K -$30.5K -58 -5%
CC
529
Cipher Capital
New York
$524K +$537K +1,021 New
WWP
530
WR Wealth Planners
Missouri
$522K +$24.7K +47 +5%
DIA
531
Dana Investment Advisors
Wisconsin
$517K
HA
532
Harbor Advisors
Florida
$513K
NIM
533
NEOS Investment Management
Connecticut
$508K +$520K +990 New
HWM
534
HB Wealth Management
Georgia
$492K +$170K +324 +51%
FCP
535
Fidelis Capital Partners
Florida
$479K -$17.9K -34 -4%
AIM
536
Aigen Investment Management
New York
$475K +$486K +925 New
TAM
537
Trust Asset Management
Texas
$472K
PAG
538
Private Advisor Group
New Jersey
$471K +$75.7K +144 +19%
MCM
539
MAI Capital Management
Ohio
$468K -$21.5K -41 -4%
AIP
540
Ameritas Investment Partners
Nebraska
$468K -$19.4K -37 -4%
PA
541
Profund Advisors
Maryland
$464K -$27.3K -52 -5%
T. Rowe Price Investment Management
542
T. Rowe Price Investment Management
Maryland
$464K +$475K +903 New
P
543
Pitcairn
Pennsylvania
$462K +$9.46K +18 +2%
MYAM
544
Meiji Yasuda Asset Management
Japan
$459K +$63.1K +120 +15%
RJT
545
Raymond James Trust
Florida
$456K +$20K +38 +4%
OIA
546
OneDigital Investment Advisors
Kansas
$451K -$6.83K -13 -1%
AWP
547
Ascent Wealth Partners
New York
$450K +$61.5K +117 +15%
FTDI
548
First Trust Direct Indexing
Massachusetts
$443K +$3.68K +7 +0.8%
RA
549
RFG Advisory
Alabama
$438K -$2.1K -4 -0.5%
MWM
550
Meridian Wealth Management
Kentucky
$437K -$48.3K -92 -10%