We are live on ! Find out more

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
LA
601
Legacy Advisors
Pennsylvania
$331K +$6.31K +12 +2%
NW
602
NewEdge Wealth
Pennsylvania
$331K +$67.3K +128 +25%
KA
603
Kintegral Advisory
New York
$331K
PA
604
Parallel Advisors
California
$331K +$6.83K +13 +2%
LA
605
LBP AM
France
$328K +$111K +211 +49%
AR
606
Apeiron RIA
Texas
$328K +$16.3K +31 +5%
JF
607
Jump Financial
Illinois
$326K -$5.59M -10,639 -94%
CGL
608
Clarius Group LLC
Washington
$321K -$165K -314 -33%
SPC
609
Sigma Planning Corp
Michigan
$316K +$42.6K +81 +15%
DADC
610
D.A. Davidson & Co
Montana
$315K +$323K +614 New
BBA
611
Braun-Bostich & Associates
Pennsylvania
$309K +$316K +602 New
UM
612
UniSuper Management
Australia
$308K
WWM
613
WJ Wealth Management
Arizona
$308K
FMLI
614
Fukoku Mutual Life Insurance
Japan
$301K
SW
615
SVB Wealth
Massachusetts
$298K -$6.31K -12 -2%
GL
616
Graypoint LLC
New York
$298K +$17.3K +33 +6%
MA
617
MJP Associates
Connecticut
$296K +$74.6K +142 +33%
FAM
618
Fenimore Asset Management
New York
$293K
BL
619
Balentine LLC
Georgia
$293K +$10.5K +20 +4%
GC
620
Gilbert & Cook
Iowa
$293K +$300K +571 New
FP
621
Foundry Partners
Minnesota
$292K -$124K -236 -29%
JCM
622
J2 Capital Management
Michigan
$289K
FHA
623
Flagship Harbor Advisors
Massachusetts
$288K +$18.4K +35 +7%
TPWA
624
TRUE Private Wealth Advisors
Oregon
$284K +$51.5K +98 +21%
VFA
625
Valeo Financial Advisors
Indiana
$280K +$57.8K +110 +25%