682 hedge funds and large institutions have $26.6B invested in MSCI in 2020 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 228 increasing their positions, 287 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+31
Holders Change %
+4.76%
% of All Funds
13.8%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.2%
New
89
Increased
228
Reduced
287
Closed
54
Calls
$166M
Puts
$93.8M
Net Calls
+$72.5M
Net Calls Change
+$80.8M
Name Holding Trade Value Shares
Change
Shares
Change %
GWS
651
Glassman Wealth Services
Virginia
$6K
BDS
652
Banco de Sabadell
Florida
$6K +$6K +17 New
CFA
653
Carroll Financial Associates
North Carolina
$5K
NIM
654
NuWave Investment Management
New Jersey
$5K +$5K +13 New
RA
655
Rational Advisors
New York
$5K +$5K +13 New
FCH
656
Freestone Capital Holdings
Washington
$5K +$5K +14 New
HWM
657
HighMark Wealth Management
Minnesota
$4K -$800 -2 -17%
EWA
658
Evolution Wealth Advisors
Florida
$4K
EAM
659
Eukles Asset Management
Ohio
$4K
VCM
660
Versant Capital Management
Arizona
$4K
JCM
661
Jacobi Capital Management
Pennsylvania
$4K +$2K +5 +100%
PFWA
662
Paces Ferry Wealth Advisors
Georgia
$4K +$4K +10 New
BDWM
663
Brewin Dolphin Wealth Management
Ireland
$3.57K
EFSCE
664
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
LAS
665
Lloyd Advisory Services
Georgia
$3K +$3K +7 New
CLOS
666
Compagnie Lombard Odier SCmA
Switzerland
$3K +$3K +9 New
HIA
667
Harbor Investment Advisory
Maryland
$2K
HI
668
Hudock Inc
Pennsylvania
$2K
PO
669
Private Ocean
California
$2K
EW
670
Evoke Wealth
California
$2K
SFSIG
671
San Francisco Sentry Investment Group
California
$2K
NFSG
672
Newbridge Financial Services Group
Florida
$2K +$2K +5 New
UFF
673
USA Financial Formulas
Michigan
$2K +$2K +7 New
CA
674
Crewe Advisors
Utah
$2K +$2K +7 New
SWA
675
Sutton Wealth Advisors
Florida
$1.07K