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 %
NP
601
NorthRock Partners
Minnesota
$480K +$25.8K +46 +6%
AIP
602
Ameritas Investment Partners
Nebraska
$479K -$13.5K -24 -3%
LNC
603
Lincoln National Corp
Pennsylvania
$477K -$24.1K -43 -5%
PS
604
Principal Securities
Iowa
$477K +$3.93K +7 +0.8%
WSFS
605
Wilmington Savings Fund Society
Delaware
$477K +$477K +851 New
CWA
606
CM Wealth Advisors
Ohio
$475K +$475K +1,008 New
SFI
607
Siemens Fonds Invest
Germany
$469K -$21.9K -39 -4%
Lido Advisors
608
Lido Advisors
California
$468K +$1.12K +2 +0.2%
BWP
609
Balboa Wealth Partners
Arizona
$465K +$3.92K +7 +0.9%
CI
610
Cigna Investments
Connecticut
$459K
TPWA
611
TRUE Private Wealth Advisors
Oregon
$447K +$31.4K +56 +8%
GA
612
Geller Advisors
New York
$447K +$2.8K +5 +0.6%
IEFM
613
IQ EQ Fund Management
Ireland
$445K
WP
614
Woodline Partners
California
$443K -$615K -1,098 -58%
LA
615
Legacy Advisors
Pennsylvania
$440K +$67.8K +121 +18%
PTC
616
Petrus Trust Company
Texas
$439K +$439K +784 New
ERWM
617
Elk River Wealth Management
Colorado
$437K
SRL
618
Scientech Research LLC
New Jersey
$437K +$437K +780 New
AP
619
Americana Partners
Texas
$434K +$434K +775 New
CCA
620
Checchi Capital Advisers
California
$431K +$4.48K +8 +1%
FDCDDQ
621
Federation des caisses Desjardins du Quebec
Quebec, Canada
$431K +$324K +577 +302%
LFM
622
LGT Fund Management
Liechtenstein
$425K +$425K +758 New
BHPW
623
Beverly Hills Private Wealth
California
$418K -$3.92K -7 -0.9%
SWA
624
SFMG Wealth Advisors
Texas
$413K
AIM
625
Aigen Investment Management
New York
$411K +$411K +734 New