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 %
BBA
626
Braun-Bostich & Associates
Pennsylvania
$333K -$7.35K -13 -2%
CGL
627
Clarius Group LLC
Washington
$333K -$20.9K -37 -6%
VCM
628
Virtue Capital Management
Tennessee
$333K -$102K -187 -23%
IAA
629
Independent Advisor Alliance
North Carolina
$325K +$64.5K +114 +25%
FAM
630
Fenimore Asset Management
New York
$324K
FP
631
Foundry Partners
Minnesota
$322K
SP
632
Symmetry Partners
Connecticut
$321K -$162K -285 -34%
BL
633
Balentine LLC
Georgia
$303K -$20.4K -36 -6%
WTC
634
WhitTier Trust Company
Nevada
$301K
ETC
635
Exchange Traded Concepts
Oklahoma
$301K +$108K +191 +56%
FHA
636
Flagship Harbor Advisors
Massachusetts
$301K -$17K -30 -5%
CRA
637
Clear Rock Advisors
Texas
$300K +$300K +507 New
CIC
638
Chilton Investment Company
Connecticut
$300K
HIIFS
639
Harel Insurance Investments & Financial Services
Israel
$297K +$297K +520 New
SMA
640
Sage Mountain Advisors
Georgia
$296K +$566 +1 +0.2%
GI
641
GLOBALT Investments
Georgia
$295K +$295K +521 New
PCS
642
Personal CFO Solutions
New Jersey
$294K +$2.83K +5 +1%
JAFL
643
Jay A. Fishman Ltd
Michigan
$294K
ONB
644
Old National Bancorp
Indiana
$293K -$124K -219 -30%
FMLI
645
Fukoku Mutual Life Insurance
Japan
$291K -$40.7K -72 -12%
FFM
646
Forum Financial Management
Illinois
$291K
SQA
647
Simon Quick Advisors
New Jersey
$290K -$13K -23 -4%
SI
648
Stephens Inc
Arkansas
$290K +$9.05K +16 +3%
IAS
649
Insigneo Advisory Services
Florida
$290K +$18.1K +32 +7%
CAL
650
Capital Advisors Ltd
Ohio
$288K +$18.1K +32 +7%