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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
BHPW
576
Beverly Hills Private Wealth
California
$394K -$37.3K -71 -8%
MG
577
Mather Group
Illinois
$391K +$47.3K +90 +13%
MFG
578
Menard Financial Group
Texas
$390K +$399K +760 New
CCA
579
Checchi Capital Advisers
California
$385K -$8.93K -17 -2%
SWA
580
SFMG Wealth Advisors
Texas
$379K
VCM
581
Virtue Capital Management
Tennessee
$378K
ONB
582
Old National Bancorp
Indiana
$378K +$84.1K +160 +28%
WI
583
WBI Investments
New Jersey
$378K +$387K +737 New
HWAM
584
Hennion & Walsh Asset Management
New Jersey
$377K +$8.41K +16 +2%
TFA
585
Toth Financial Advisory
Virginia
$373K +$357K +680 +1,447%
BBHC
586
Brown Brothers Harriman & Co
New York
$370K +$28.4K +54 +8%
ZB
587
Zions Bancorporation
Utah
$363K -$5.25K -10 -1%
ITFISA
588
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$359K
AWA
589
Arkadios Wealth Advisors
Georgia
$358K -$1.58K -3 -0.4%
QCG
590
Quadrant Capital Group
Ohio
$356K +$18.9K +36 +5%
CWM
591
Connecticut Wealth Management
Connecticut
$354K +$362K +689 New
CWM
592
Cornerstone Wealth Management
Missouri
$352K +$361K +687 New
JF
593
JSF Financial
California
$350K -$18.9K -36 -5%
PPC
594
Park Place Capital
Alabama
$348K -$11K -21 -3%
GLR
595
Great Lakes Retirement
Ohio
$345K -$47.3K -90 -12%
SFI
596
Siemens Fonds Invest
Germany
$345K
Verition Fund Management
597
Verition Fund Management
Connecticut
$343K -$11.2M -21,360 -97%
CG
598
Caprock Group
Idaho
$343K +$15.2K +29 +5%
MC
599
Maverick Capital
Texas
$335K -$324K -616 -49%
PWM
600
Perigon Wealth Management
California
$334K -$21K -40 -6%