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 %
EI
526
Ellevest Inc
New York
$684K -$18.7K -33 -3%
PI
527
PEAK6 Investments
Illinois
$682K +$681K +1,204 +60,200%
SW
528
SteelPeak Wealth
California
$679K +$226K +400 +50%
WPC
529
Wedmont Private Capital
Pennsylvania
$676K +$40.7K +75 +6%
HCA
530
Harbor Capital Advisors
Illinois
$675K +$15.3K +27 +2%
WC
531
Waterloo Capital
Texas
$670K +$670K +1,184 New
LGA
532
Lebenthal Global Advisors
New York
$667K +$667K +1,180 New
S
533
SignatureFD
Georgia
$660K +$6.79K +12 +1%
IFWM
534
Institute for Wealth Management
Colorado
$655K -$5.09K -9 -0.8%
WWP
535
WR Wealth Planners
Missouri
$651K +$75.8K +134 +13%
AIM
536
Anchor Investment Management
South Carolina
$634K +$554K +979 +689%
FTDI
537
First Trust Direct Indexing
Massachusetts
$626K +$138K +244 +28%
RC
538
Roundview Capital
New Jersey
$625K
CWM
539
Connecticut Wealth Management
Connecticut
$623K +$233K +412 +60%
CC
540
Centiva Capital
New York
$612K -$11.3K -20 -2%
EA
541
Emerald Advisers
Pennsylvania
$612K -$3.39K -6 -0.6%
SLG
542
Stanley-Laman Group
Pennsylvania
$605K
Capstone Investment Advisors
543
Capstone Investment Advisors
New York
$603K -$291K -514 -33%
PAG
544
Private Advisor Group
New Jersey
$603K +$83.2K +147 +16%
EWM
545
Evercore Wealth Management
New York
$598K -$2.83K -5 -0.5%
PA
546
Profund Advisors
Maryland
$598K +$86.5K +153 +17%
RA
547
RFG Advisory
Alabama
$589K +$106K +187 +22%
AAM
548
Advisors Asset Management
Colorado
$580K -$36.2K -64 -6%
EP
549
Edgestream Partners
New Jersey
$571K -$3.16M -5,581 -85%
DIA
550
Dana Investment Advisors
Wisconsin
$570K