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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
WSFS
551
Wilmington Savings Fund Society
Delaware
$437K
VF
552
VitalStone Financial
Texas
$436K +$446K +848 New
SP
553
Symmetry Partners
Connecticut
$435K
PSP
554
Principal Street Partners
Tennessee
$434K +$445K +846 New
PCM
555
Penserra Capital Management
California
$434K -$30.5K -58 -6%
SIA
556
Schechter Investment Advisors
Michigan
$434K +$444K +845 New
CI
557
Cigna Investments
Connecticut
$432K -$60.4K -115 -12%
DDC
558
DF Dent & Co
Maryland
$428K +$173K +330 +65%
BC
559
Burney Company
Virginia
$428K +$438K +834 New
C
560
Certuity
Florida
$424K +$5.25K +10 +1%
BCFD
561
Boit C.F. David
$411K
SW
562
SteelPeak Wealth
California
$410K +$420K +800 New
BRWA
563
B. Riley Wealth Advisors
Florida
$410K +$109K +208 +35%
CB
564
CNB Bank
Pennsylvania
$410K +$49.9K +95 +13%
EF
565
Empowered Funds
Pennsylvania
$408K +$76.2K +145 +22%
AI
566
AdvisorShares Investments
Maryland
$406K +$416K +791 New
GA
567
Geller Advisors
New York
$405K +$415K +790 New
IEFM
568
IQ EQ Fund Management
Ireland
$405K
MNBTD
569
Moody National Bank Trust Division
Texas
$404K -$3.68K -7 -0.9%
CA
570
Cetera Advisors
Colorado
$403K +$28.4K +54 +7%
Lido Advisors
571
Lido Advisors
California
$401K +$25.2K +48 +7%
ERWM
572
Elk River Wealth Management
Colorado
$400K
BRC
573
Bishop Rock Capital
New York
$399K -$1.06M -2,012 -72%
PA
574
Procyon Advisors
Connecticut
$399K +$409K +778 New
TCBWMS
575
Texas Capital Bank Wealth Management Services
Texas
$398K -$39.4K -75 -9%