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 %
WPC
551
Wedmont Private Capital
Pennsylvania
$689K -$1.66K -3 -0.2%
DTL
552
Dynamic Technology Lab
Singapore
$687K +$687K +1,226 New
PA
553
Profund Advisors
Maryland
$685K +$92.5K +165 +16%
WANY
554
Wealthspire Advisors (New York)
New York
$683K +$417K +745 +158%
HCA
555
Harbor Capital Advisors
Illinois
$682K +$12.9K +23 +2%
BFS
556
Bradley Foster & Sargent
Connecticut
$681K -$259K -463 -28%
QPBE
557
Quintet Private Bank (Europe)
Luxembourg
$670K -$105K -164 -14%
WWP
558
WR Wealth Planners
Missouri
$655K +$10.1K +18 +2%
SEC
559
Seven Eight Capital
New York
$650K +$225K +401 +53%
IFWM
560
Institute for Wealth Management
Colorado
$646K -$3.36K -6 -0.5%
QIM
561
Quantitative Investment Management
Virginia
$643K -$2.83M -5,062 -82%
MFG
562
Menard Financial Group
Texas
$632K +$168K +299 +36%
FCP
563
Fidelis Capital Partners
Florida
$625K +$61.7K +110 +11%
BPA
564
Beacon Pointe Advisors
California
$619K -$180K -322 -23%
ORI
565
Oak Ridge Investments
Illinois
$616K -$79K -141 -11%
MYAM
566
Meiji Yasuda Asset Management
Japan
$614K +$112K +200 +22%
EFMH
567
E Fund Management (HK)
Hong Kong
$613K +$496K +886 +426%
RA
568
RFG Advisory
Alabama
$609K +$25.2K +45 +4%
SIA
569
Schechter Investment Advisors
Michigan
$608K +$43.7K +78 +8%
SAG
570
SageView Advisory Group
California
$601K +$523K +5,554 +671%
EA
571
Emerald Advisers
Pennsylvania
$600K -$6.73K -12 -1%
SLG
572
Stanley-Laman Group
Pennsylvania
$599K
TC
573
TownSquare Capital
Utah
$596K +$88.6K +158 +17%
EWM
574
Evercore Wealth Management
New York
$593K
SA
575
SpiderRock Advisors
Delaware
$571K +$571K +1,037 New