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 %
SQA
651
Simon Quick Advisors
New Jersey
$345K +$57.7K +103 +20%
CIAS
652
Capital Investment Advisory Services
North Carolina
$343K +$90.2K +161 +36%
PI
653
PEAK6 Investments
Illinois
$342K -$334K -596 -49%
WEG
654
World Equity Group
Illinois
$338K -$112K -200 -25%
IAS
655
Insigneo Advisory Services
Florida
$337K +$49.9K +89 +17%
WC
656
Weil Company
California
$336K +$336K +600 New
WWM
657
WJ Wealth Management
Arizona
$336K
Connor, Clark & Lunn Investment Management (CC&L)
658
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$336K +$336K +600 New
CA
659
Commerzbank Aktiengesellschaft
Germany
$335K +$53.3K +95 +19%
GLR
660
Great Lakes Retirement
Ohio
$332K -$8.97K -16 -3%
C
661
Certuity
Florida
$326K -$216K -386 -40%
BL
662
Balentine LLC
Georgia
$322K +$21.9K +39 +7%
FAM
663
Fenimore Asset Management
New York
$321K
CPW
664
Crestmont Private Wealth
Texas
$320K +$54.9K +98 +21%
FP
665
Foundry Partners
Minnesota
$319K
SP
666
Symmetry Partners
Connecticut
$316K
NW
667
NewEdge Wealth
Pennsylvania
$314K +$24.8K +53 +9%
VF
668
VitalStone Financial
Texas
$313K -$95.2K -170 -23%
FFM
669
Fullerton Fund Management
Singapore
$308K +$308K +549 New
IAA
670
Independent Advisor Alliance
North Carolina
$307K -$15.1K -27 -5%
CGL
671
Clarius Group LLC
Washington
$307K -$23K -41 -7%
VCM
672
Virtue Capital Management
Tennessee
$304K -$20.7K -39 -6%
IAN
673
Integrated Advisors Network
Texas
$302K +$302K +540 New
OFS
674
OneAscent Financial Services
Alabama
$302K +$58.8K +105 +24%
WTC
675
WhitTier Trust Company
Nevada
$299K