651 hedge funds and large institutions have $25.5B invested in MSCI in 2020 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 238 increasing their positions, 247 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
+45
Holders Change %
+7.43%
% of All Funds
13.38%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.25%
New
100
Increased
238
Reduced
247
Closed
48
Calls
$145M
Puts
$154M
Net Calls
-$8.3M
Net Calls Change
+$21.1M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
626
BerganKDV Wealth Management
Minnesota
$7K +$7K +20 New
TL
627
TrueWealth LLC
Georgia
$6K -$4.67K -14 -44%
GWS
628
Glassman Wealth Services
Virginia
$6K +$3.18K +9 +113%
CFA
629
Carroll Financial Associates
North Carolina
$5K -$2.19K -7 -30%
FANJ
630
Financial Architects (New Jersey)
New Jersey
$5K +$2.14K +6 +75%
FMP
631
Financial Management Professionals
Texas
$5K +$5K +16 New
HWM
632
HighMark Wealth Management
Minnesota
$4K
VCM
633
Versant Capital Management
Arizona
$4K +$1.71K +6 +75%
EWA
634
Evolution Wealth Advisors
Florida
$4K +$4K +12 New
BDWM
635
Brewin Dolphin Wealth Management
Ireland
$3.34K
EAM
636
Eukles Asset Management
Ohio
$3K -$3K -11 -50%
EFSCE
637
Enterprise Financial Services Corp (EFSC)
Missouri
$3K -$1.88K -5 -38%
EWP
638
Engrave Wealth Partners
Texas
$3K -$1K -3 -25%
SWM
639
Selective Wealth Management
Virginia
$3K
GWMIA
640
Global Wealth Management Investment Advisory
Florida
$3K
SFSIG
641
San Francisco Sentry Investment Group
California
$2K -$11.2K -28 -85%
HI
642
Hudock Inc
Pennsylvania
$2K
EW
643
Evoke Wealth
California
$2K
JCM
644
Jacobi Capital Management
Pennsylvania
$2K +$2K +5 New
HIA
645
Harbor Investment Advisory
Maryland
$2K +$2K +6 New
SWA
646
Sutton Wealth Advisors
Florida
$1K +$1K +3 New
PWMG
647
Prestige Wealth Management Group
New Jersey
$1K -$2K -6 -67%
Fidelity International
648
Fidelity International
Bermuda
$1K
PO
649
Private Ocean
California
$1K
DI
650
Disciplined Investments
Oklahoma
$1K