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 %
AAM
576
Advisors Asset Management
Colorado
$571K -$3.92K -7 -0.7%
I
577
InceptionR
California
$569K +$569K +1,015 New
DIA
578
Dana Investment Advisors
Wisconsin
$565K
CWM
579
Connecticut Wealth Management
Connecticut
$562K -$54.9K -98 -9%
AM
580
AGF Management
Ontario, Canada
$560K -$345K -616 -38%
HA
581
Harbor Advisors
Florida
$560K
OIA
582
OneDigital Investment Advisors
Kansas
$558K -$238K -424 -30%
CG
583
Caprock Group
Idaho
$546K +$132K +235 +32%
OTPPB
584
Ontario Teachers' Pension Plan Board
Ontario, Canada
$543K -$388K -693 -42%
ITFISA
585
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$537K +$161K +300 +43%
PAG
586
Private Advisor Group
New Jersey
$534K -$62.8K -112 -11%
P
587
Pitcairn
Pennsylvania
$533K +$29.7K +53 +6%
MCM
588
MAI Capital Management
Ohio
$529K -$560 -1 -0.1%
CB
589
CNB Bank
Pennsylvania
$525K +$43.7K +78 +9%
BC
590
Burney Company
Virginia
$525K +$59.4K +106 +13%
PA
591
Procyon Advisors
Connecticut
$519K +$38.1K +68 +8%
GPGA
592
Grandeur Peak Global Advisors
Utah
$515K -$272K -485 -35%
TAM
593
Trust Asset Management
Texas
$515K
WC
594
Wexford Capital
Florida
$510K +$510K +910 New
MA
595
MJP Associates
Connecticut
$505K +$92.5K +165 +22%
GAM
596
Gotham Asset Management
New York
$505K +$505K +901 New
HWM
597
HB Wealth Management
Georgia
$500K +$40.4K +72 +9%
RJT
598
Raymond James Trust
Florida
$499K -$8.41K -15 -2%
AWP
599
Ascent Wealth Partners
New York
$497K
Wolverine Trading
600
Wolverine Trading
Illinois
$481K -$31.9K -57 -6%