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 %
EH
676
Equitable Holdings
New York
$239K +$239K +422 New
SVWAG
677
Sound View Wealth Advisors Group
Georgia
$237K -$2.26K -4 -0.9%
ST
678
Smithfield Trust
Pennsylvania
$236K
LSAG
679
Lake Street Advisors Group
New Hampshire
$235K +$235K +416 New
TAM
680
Tocqueville Asset Management
New York
$235K +$566 +1 +0.2%
SIM
681
Sentry Investment Management
Wisconsin
$235K -$25.5K -45 -10%
KCM
682
Kathmere Capital Management
Pennsylvania
$227K -$566 -1 -0.2%
MFA
683
Mayflower Financial Advisors
Massachusetts
$227K +$566 +1 +0.3%
BEC
684
Blue Edge Capital
Virginia
$226K
VSQM
685
V-Square Quantitative Management
Illinois
$226K
STA
686
Summit Trail Advisors
New York
$225K -$27.7K -49 -11%
CIA
687
Concurrent Investment Advisors
Florida
$224K +$224K +397 New
WI
688
WrapManager Inc
California
$223K -$8.49K -15 -4%
WPW
689
Waldron Private Wealth
Pennsylvania
$221K -$4.53K -8 -2%
SS
690
Sunbelt Securities
Texas
$220K
WA
691
Wealth Alliance
New York
$218K -$5.09K -9 -2%
PWPS
692
Pinnacle Wealth Planning Services
Ohio
$214K +$214K +378 New
YIH
693
Y-Intercept (HK)
Hong Kong
$213K -$1.41M -2,485 -87%
CI
694
CX Institutional
Indiana
$212K +$212K +375 New
NCFG
695
New Century Financial Group
New Jersey
$209K +$209K +369 New
PPC
696
Park Place Capital
Alabama
$207K -$177K -313 -46%
RB
697
Renasant Bank
Mississippi
$204K -$49.8K -88 -20%
BCM
698
Buckhead Capital Management
Georgia
$204K +$204K +360 New
SC
699
Savant Capital
Illinois
$203K +$203K +359 New
SPC
700
Sigma Planning Corp
Michigan
$202K -$145K -257 -42%