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 %
MA
651
Montag & Associates
Georgia
$288K +$198K +350 +220%
CA
652
Commerzbank Aktiengesellschaft
Germany
$284K +$284K +502 New
XT
653
XTX Topco
Cayman Islands
$284K -$1.67M -2,944 -85%
BCM
654
BluePath Capital Management
Georgia
$280K +$7.11K +13 +3%
CI
655
Conning Inc
Connecticut
$275K +$5.66K +10 +2%
VAS
656
Vestmark Advisory Solutions
Massachusetts
$275K +$3.39K +6 +1%
BIG
657
Brooklyn Investment Group
New York
$274K +$274K +484 New
WANY
658
Wealthspire Advisors (New York)
New York
$268K +$566 +1 +0.2%
CPW
659
Crestmont Private Wealth
Texas
$268K +$18.1K +32 +7%
PCIA
660
Prime Capital Investment Advisors
Kansas
$268K +$268K +473 New
PE
661
Point72 Europe
United Kingdom
$267K +$267K +472 New
MG
662
Meritage Group
California
$265K +$8.48K +15 +3%
KWM
663
Kolinsky Wealth Management
New Jersey
$264K -$16.4K -29 -6%
EWA
664
EverSource Wealth Advisors
Alabama
$261K -$2.26K -4 -0.9%
WCM
665
WealthBridge Capital Management
Ohio
$257K +$1.7K +3 +0.7%
CIAS
666
Capital Investment Advisory Services
North Carolina
$255K +$255K +451 New
ECU
667
Eisler Capital (UK)
United Kingdom
$248K +$248K +438 New
WBC
668
Westpac Banking Corp
Australia
$247K -$834K -1,475 -77%
RSWM
669
Robertson Stephens Wealth Management
California
$247K +$3.96K +7 +2%
OFS
670
OneAscent Financial Services
Alabama
$246K +$246K +434 New
PP
671
PDS Planning
Ohio
$245K -$6.22K -11 -2%
DWT
672
Dorsey & Whitney Trust
South Dakota
$244K +$3.96K +7 +2%
EWA
673
EP Wealth Advisors
California
$244K -$28.8K -51 -11%
BRWA
674
B. Riley Wealth Advisors
Florida
$244K -$208K -368 -46%
PSP
675
Principal Street Partners
Tennessee
$241K -$238K -420 -50%