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 %
BRWA
626
B. Riley Wealth Advisors
Florida
$410K +$189K +368 +85%
SW
627
SVB Wealth
Massachusetts
$410K -$19.1K -34 -4%
SC
628
Syon Capital
California
$396K -$375K -669 -49%
MG
629
Mather Group
Illinois
$391K -$2.83K -5 -0.7%
WCM
630
Weaver Capital Management
Georgia
$390K
Walleye Trading
631
Walleye Trading
New York
$389K +$389K +694 New
BCFD
632
Boit C.F. David
$381K
TWC
633
TD Waterhouse Canada
Ontario, Canada
$380K -$27.3K -16 -7%
ZB
634
Zions Bancorporation
Utah
$379K -$35.9K -64 -9%
QCG
635
Quadrant Capital Group
Ohio
$374K -$8.97K -16 -2%
BBHC
636
Brown Brothers Harriman & Co
New York
$372K -$40.9K -73 -10%
GC
637
Gilbert & Cook
Iowa
$372K -$5.04K -9 -1%
PA
638
Parallel Advisors
California
$370K +$14K +25 +4%
CG
639
Cynosure Group
Utah
$367K +$367K +655 New
VFA
640
Values First Advisors
Tennessee
$367K +$367K +655 New
DADC
641
D.A. Davidson & Co
Montana
$362K -$6.17K -11 -2%
AR
642
Apeiron RIA
Texas
$361K +$1.68K +3 +0.5%
KA
643
Kintegral Advisory
New York
$358K -$1.12K -2 -0.3%
PWM
644
Perigon Wealth Management
California
$357K -$8.41K -15 -2%
JF
645
JSF Financial
California
$355K
EAM
646
Empirical Asset Management
Massachusetts
$354K -$183K -326 -34%
Nomura Holdings
647
Nomura Holdings
Japan
$354K -$542K -967 -61%
ETC
648
Exchange Traded Concepts
Oklahoma
$354K +$55.5K +99 +19%
HF
649
HRT Financial
New York
$349K -$425K -759 -55%
SPC
650
Sigma Planning Corp
Michigan
$349K +$148K +264 +74%