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829 hedge funds and large institutions have $36.7B invested in MSCI in 2023 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 304 increasing their positions, 315 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 74

10% more capital invested

Capital invested by funds: $33.5B → $36.7B (+$3.24B)

2% more funds holding

Funds holding: 812829 (+17)

1.36% more ownership

Funds ownership: 88.96%90.32% (+1.4%)

9% more call options, than puts

Call options by funds: $193M | Put options by funds: $178M

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

3% less repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 315

Holders
829
Holders Change
+17
Holders Change %
+2.09%
% of All Funds
13.16%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
98
Increased
304
Reduced
315
Closed
74
Calls
$193M
Puts
$178M
Net Calls
+$15.2M
Net Calls Change
-$62.7M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
651
Dupont Capital Management
Delaware
$234K -$11.7M -22,348 -98%
MG
652
Meritage Group
California
$233K -$68.8K -131 -22%
WCM
653
WealthBridge Capital Management
Ohio
$231K -$2.63K -5 -1%
BBA
654
Baader Bank Aktiengesellschaft
Germany
$230K +$265K +504 New
RB
655
Renasant Bank
Mississippi
$230K +$4.2K +8 +2%
STA
656
Summit Trail Advisors
New York
$229K +$234K +446 New
AA
657
Ancora Advisors
Ohio
$228K
PP
658
PDS Planning
Ohio
$228K +$7.88K +15 +3%
CPW
659
Crestmont Private Wealth
Texas
$226K -$49.9K -95 -18%
VFA
660
Values First Advisors
Tennessee
$222K +$228K +433 New
RSWM
661
Robertson Stephens Wealth Management
California
$220K +$225K +429 New
DWT
662
Dorsey & Whitney Trust
South Dakota
$218K +$223K +425 New
SVWAG
663
Sound View Wealth Advisors Group
Georgia
$218K +$223K +424 New
ST
664
Smithfield Trust
Pennsylvania
$215K
TAM
665
Tocqueville Asset Management
New York
$213K +$218K +415 New
DS
666
DRW Securities
Illinois
$210K -$104K -197 -32%
WI
667
WrapManager Inc
California
$210K +$215K +409 New
KCM
668
Kathmere Capital Management
Pennsylvania
$207K +$212K +403 New
BEC
669
Blue Edge Capital
Virginia
$205K +$210K +400 New
MFA
670
Mayflower Financial Advisors
Massachusetts
$205K +$210K +400 New
VSQM
671
V-Square Quantitative Management
Illinois
$205K +$210K +400 New
WPW
672
Waldron Private Wealth
Pennsylvania
$204K +$209K +398 New
SC
673
Scholtz & Company
Connecticut
$204K +$209K +398 New
WA
674
Wealth Alliance
New York
$202K -$89.9K -171 -30%
GFP
675
Gryphon Financial Partners
Ohio
$202K +$207K +394 New