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 %
SIA
551
Schechter Investment Advisors
Michigan
$570K +$91.6K +162 +19%
FCP
552
Fidelis Capital Partners
Florida
$568K +$40.7K +72 +8%
HA
553
Harbor Advisors
Florida
$566K
C
554
Certuity
Florida
$547K +$79.8K +141 +17%
MC
555
Maverick Capital
Texas
$544K +$175K +310 +48%
CA
556
Cetera Advisors
Colorado
$543K +$99K +175 +22%
EAM
557
Empirical Asset Management
Massachusetts
$542K +$542K +958 New
MCM
558
MAI Capital Management
Ohio
$535K +$18.7K +33 +4%
TAM
559
Trust Asset Management
Texas
$520K
Wolverine Trading
560
Wolverine Trading
Illinois
$518K +$518K +915 New
SSA
561
Schonfeld Strategic Advisors
New York
$515K +$515K +910 New
TC
562
TownSquare Capital
Utah
$512K -$288K -510 -36%
RJT
563
Raymond James Trust
Florida
$512K +$9.62K +17 +2%
EF
564
Empowered Funds
Pennsylvania
$510K +$60K +106 +13%
P
565
Pitcairn
Pennsylvania
$508K -$1.7K -3 -0.3%
MYAM
566
Meiji Yasuda Asset Management
Japan
$506K
LNC
567
Lincoln National Corp
Pennsylvania
$506K -$82K -145 -14%
AWP
568
Ascent Wealth Partners
New York
$502K +$5.66K +10 +1%
SAG
569
SageView Advisory Group
California
$499K +$499K +828 New
AIP
570
Ameritas Investment Partners
Nebraska
$497K -$19.2K -34 -4%
SFI
571
Siemens Fonds Invest
Germany
$495K +$115K +203 +30%
CB
572
CNB Bank
Pennsylvania
$486K +$33.9K +60 +8%
PA
573
Procyon Advisors
Connecticut
$485K +$44.7K +79 +10%
RI
574
Redwood Investments
Massachusetts
$481K -$2.65M -4,678 -85%
PS
575
Principal Securities
Iowa
$478K +$478K +844 New