732 hedge funds and large institutions have $31.5B invested in MSCI in 2021 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 285 increasing their positions, 283 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
-27
Holders Change %
-3.56%
% of All Funds
12.89%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.18%
New
70
Increased
285
Reduced
283
Closed
89
Calls
$60.6M
Puts
$122M
Net Calls
-$61.2M
Net Calls Change
-$84.4M
Name Holding Trade Value Shares
Change
Shares
Change %
HWMA
626
Heritage Wealth Management (Arizona)
Arizona
$76K +$76K +181 New
FC
627
FORA Capital
Florida
$74K +$74K +177 New
WT
628
Whittier Trust
California
$73K
MC
629
Maverick Capital
Texas
$70K -$123K -294 -64%
KFP
630
KB Financial Partners
New Jersey
$68K +$68K +163 New
GRP
631
Global Retirement Partners
California
$58K +$5.88K +14 +11%
CI
632
CX Institutional
Indiana
$53K +$11.8K +28 +29%
ED
633
Exane Derivatives
France
$52.4K
APWA
634
Atlas Private Wealth Advisors
New Jersey
$50K
LC
635
Lindbrook Capital
California
$49K +$4.98K +12 +11%
Capstone Investment Advisors
636
Capstone Investment Advisors
New York
$46K +$46K +110 New
ACM
637
Allred Capital Management
Texas
$44.4K +$44.4K +106 New
BAM
638
Bellevue Asset Management
Washington
$44K +$415 +1 +1%
BC
639
Barnett & Company
Tennessee
$40K +$40K +95 New
JGIA
640
Jackson Grant Investment Advisers
Connecticut
$39K
NR
641
Newfound Research
Massachusetts
$39K +$39K +92 New
FF
642
FourThought Financial
Florida
$38K -$6.68K -16 -15%
CFD
643
Creative Financial Designs
Indiana
$36K
AIC
644
Ameritas Investment Company
Nebraska
$35.6K +$35.6K +85 New
GAM
645
Gemmer Asset Management
California
$34K
CFO
646
CVA Family Office
Colorado
$34K +$34K +82 New
PFBT
647
Parkside Financial Bank & Trust
Missouri
$33K +$1.25K +3 +4%
ETC
648
Exchange Traded Concepts
Oklahoma
$33K +$2.96K +7 +10%
SL
649
Savior LLC
Massachusetts
$28K
WAP
650
Wealthcare Advisory Partners
Pennsylvania
$28K +$28K +66 New