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 %
MA
601
MJP Associates
Connecticut
$416K +$89.4K +158 +27%
BBHC
602
Brown Brothers Harriman & Co
New York
$416K +$7.92K +14 +2%
TCBWMS
603
Texas Capital Bank Wealth Management Services
Texas
$414K -$24.9K -44 -6%
UM
604
UniSuper Management
Australia
$413K +$74.1K +131 +22%
VF
605
VitalStone Financial
Texas
$412K -$67.3K -119 -14%
MWM
606
Meridian Wealth Management
Kentucky
$404K -$78K -138 -16%
PCM
607
Penserra Capital Management
California
$398K -$79.4K -141 -17%
ITFISA
608
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$396K
MG
609
Mather Group
Illinois
$394K -$37.3K -66 -9%
WCM
610
Weaver Capital Management
Georgia
$393K +$393K +695 New
QCG
611
Quadrant Capital Group
Ohio
$387K -$5.09K -9 -1%
GL
612
Graypoint LLC
New York
$383K +$54.9K +97 +17%
GC
613
Gilbert & Cook
Iowa
$380K +$57.1K +101 +18%
LA
614
Legacy Advisors
Pennsylvania
$376K +$10.2K +18 +3%
DADC
615
D.A. Davidson & Co
Montana
$372K +$24.3K +43 +7%
PWM
616
Perigon Wealth Management
California
$369K +$566 +1 +0.2%
AR
617
Apeiron RIA
Texas
$363K +$1.13K +2 +0.3%
KA
618
Kintegral Advisory
New York
$363K -$2.26K -4 -0.6%
VFA
619
Valeo Financial Advisors
Indiana
$360K +$52K +92 +17%
PA
620
Parallel Advisors
California
$360K -$4.53K -8 -1%
JF
621
JSF Financial
California
$358K -$28.3K -50 -7%
SP
622
Systematic Portfolios
New York
$358K +$358K +633 New
NW
623
NewEdge Wealth
Pennsylvania
$350K -$14.7K -26 -4%
GLR
624
Great Lakes Retirement
Ohio
$344K -$36.8K -65 -10%
WWM
625
WJ Wealth Management
Arizona
$339K