911 hedge funds and large institutions have $39.9B invested in MSCI in 2024 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 364 increasing their positions, 311 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
+41
Holders Change %
+4.71%
% of All Funds
13.21%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
107
Increased
364
Reduced
311
Closed
56
Calls
$98.2M
Puts
$85.6M
Net Calls
+$12.5M
Net Calls Change
-$5.78M
Name Holding Trade Value Shares
Change
Shares
Change %
HWAM
526
Hennion & Walsh Asset Management
New Jersey
$797K +$33.6K +60 +4%
FTDI
527
First Trust Direct Indexing
Massachusetts
$781K +$161K +287 +26%
LA
528
LBP AM
France
$778K +$778K +1,388 New
NIM
529
NEOS Investment Management
Connecticut
$777K +$14K +25 +2%
SFM
530
Signet Financial Management
New Jersey
$777K -$1.68K -3 -0.2%
MLL
531
Moody Lynn & Lieberson
Massachusetts
$767K +$560 +1 +0.1%
SCA
532
Snowden Capital Advisors
New York
$767K +$85.7K +153 +13%
Kayne Anderson Rudnick Investment Management
533
Kayne Anderson Rudnick Investment Management
California
$766K -$39.2K -70 -5%
SAM
534
Shell Asset Management
Netherlands
$766K -$5.73M -11,887 -88%
GF
535
Gries Financial
Ohio
$761K +$761K +1,358 New
FLPIM
536
F.L. Putnam Investment Management
Massachusetts
$759K -$26.9K -48 -3%
DEA
537
DoubleLine ETF Adviser
Florida
$758K +$16.3K +29 +2%
CAPTRUST Financial Advisors
538
CAPTRUST Financial Advisors
North Carolina
$758K -$797K -1,423 -51%
SCM
539
Stevens Capital Management
Pennsylvania
$742K -$61.1K -109 -8%
WMA
540
Wealth Management Associates
New Jersey
$742K -$44.8K -93 -6%
William Blair & Company
541
William Blair & Company
Illinois
$741K -$107K -191 -13%
IMCOOI
542
Investment Management Corp of Ontario (IMCO)
Canada
$739K -$280K -500 -27%
HIIFS
543
Harel Insurance Investments & Financial Services
Israel
$733K +$441K +787 +151%
PA
544
Pinnacle Associates
New York
$732K -$1.12K -2 -0.2%
RCA
545
Roberts Capital Advisors
Colorado
$725K +$725K +1,293 New
HI
546
Horizon Investments
North Carolina
$708K +$2.8K +5 +0.4%
EI
547
Ellevest Inc
New York
$706K +$28K +50 +4%
BA
548
Birinyi Associates
Connecticut
$703K -$476K -849 -40%
SW
549
SteelPeak Wealth
California
$702K +$29.7K +53 +4%
S
550
SignatureFD
Georgia
$690K +$35.3K +63 +5%