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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
CIA
676
Choate Investment Advisors
Massachusetts
$201K +$206K +392 New
SS
677
Sunbelt Securities
Texas
$200K -$2.1K -4 -1%
WT
678
Whittier Trust
California
$191K +$34.7K +66 +22%
GRP
679
Global Retirement Partners
California
$187K +$6.31K +12 +3%
MAM
680
Magellan Asset Management
Australia
$178K +$6.83K +13 +4%
ETC
681
Exchange Traded Concepts
Oklahoma
$175K +$139K +265 +349%
IA
682
IFP Advisors
Florida
$162K -$75.7K -144 -31%
DGAM
683
Desjardins Global Asset Management
Quebec, Canada
$150K -$149K -284 -49%
LSA
684
Leonteq Securities AG
Switzerland
$148K -$327K -622 -68%
TWC
685
TD Waterhouse Canada
Ontario, Canada
$138K -$13.7K -26 -9%
JAM
686
JCIC Asset Management
Ontario, Canada
$136K -$7.88K -15 -5%
GGI
687
Godsey & Gibb Inc
Virginia
$128K
CYG
688
Clean Yield Group
Vermont
$128K
MIM
689
Meridiem Investment Management
United Kingdom
$126K
KFP
690
KB Financial Partners
New Jersey
$124K -$6.31K -12 -5%
CFGS
691
Concourse Financial Group Securities
Alabama
$119K +$36.3K +69 +42%
HI
692
Harbour Investments
Wisconsin
$115K +$7.88K +15 +7%
GCM
693
Goldstream Capital Management
Hong Kong
$108K
SWM
694
Spire Wealth Management
Virginia
$108K +$4.73K +9 +4%
MPWT
695
MassMutual Private Wealth & Trust
Connecticut
$106K +$13.7K +26 +14%
AA
696
Alta Advisers
United Kingdom
$103K
FDCDDQ
697
Federation des caisses Desjardins du Quebec
Quebec, Canada
$97K -$34.2K -65 -26%
LC
698
Lindbrook Capital
California
$92.4K
AF
699
Allworth Financial
California
$91K -$25.2K -48 -21%
CA
700
Clearstead Advisors
Ohio
$87.2K +$44.7K +85 +100%