797 hedge funds and large institutions have $33.4B invested in MSCI in 2022 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 275 increasing their positions, 286 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
797
Holders Change
+61
Holders Change %
+8.29%
% of All Funds
12.86%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
128
Increased
275
Reduced
286
Closed
48
Calls
$42.9M
Puts
$84.3M
Net Calls
-$41.3M
Net Calls Change
-$24M
Name Holding Trade Value Shares
Change
Shares
Change %
FC
551
Forte Capital
New York
$369K -$30.3K -65 -8%
AC
552
AXQ Capital
New Jersey
$367K +$367K +789 New
JF
553
JSF Financial
California
$364K
ERWM
554
Elk River Wealth Management
Colorado
$363K
BRWA
555
B. Riley Wealth Advisors
Florida
$362K -$83.7K -180 -19%
JCM
556
J2 Capital Management
Michigan
$360K +$360K +774 New
WEG
557
World Equity Group
Illinois
$359K +$1.4K +3 +0.4%
Walleye Trading
558
Walleye Trading
New York
$358K +$358K +769 New
NP
559
NorthRock Partners
Minnesota
$355K +$355K +764 New
SFA
560
Sequoia Financial Advisors
Ohio
$350K +$101K +218 +41%
HWM
561
HB Wealth Management
Georgia
$346K +$98.6K +212 +40%
BHPW
562
Beverly Hills Private Wealth
California
$341K +$341K +733 New
SWA
563
SFMG Wealth Advisors
Texas
$340K -$930 -2 -0.3%
WSFS
564
Wilmington Savings Fund Society
Delaware
$339K
PWM
565
Perigon Wealth Management
California
$337K +$36.8K +79 +12%
SW
566
SVB Wealth
Massachusetts
$335K -$62.8K -135 -16%
CB
567
CNB Bank
Pennsylvania
$328K +$6.51K +14 +2%
NA
568
NewEdge Advisors
Louisiana
$328K +$328K +1,684 New
TC
569
TownSquare Capital
Utah
$324K +$324K +697 New
QCG
570
Quadrant Capital Group
Ohio
$318K -$15.4K -33 -5%
TC
571
Telemus Capital
Michigan
$317K -$4.69K -10 -1%
KA
572
Kintegral Advisory
New York
$316K +$316K +680 New
SFI
573
Siemens Fonds Invest
Germany
$316K -$49.8K -107 -14%
MC
574
Maverick Capital
Texas
$313K +$40K +86 +15%
OIA
575
OneDigital Investment Advisors
Kansas
$312K +$8.84K +19 +3%