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762 hedge funds and large institutions have $33.5B invested in MSCI in 2020 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 293 increasing their positions, 251 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 56

60% more funds holding in top 10

Funds holding in top 10: 1016 (+6)

26% more capital invested

Capital invested by funds: $26.6B → $33.5B (+$6.88B)

19% more call options, than puts

Call options by funds: $148M | Put options by funds: $125M

17% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 251

12% more funds holding

Funds holding: 683762 (+79)

0.72% more ownership

Funds ownership: 89.46%90.18% (+0.72%)

Holders
762
Holders Change
+79
Holders Change %
+11.57%
% of All Funds
13.48%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.28%
New
140
Increased
293
Reduced
251
Closed
56
Calls
$148M
Puts
$125M
Net Calls
+$23.2M
Net Calls Change
-$49.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PB
701
Pinnacle Bancorp
Nebraska
$15K
KTC
702
Kistler-Tiffany Companies
Pennsylvania
$15K +$12.9K +33 New
HPC
703
HM Payson & Co
Maine
$15K +$13.3K +34 New
TFO
704
Tarbox Family Office
California
$14K
FRA
705
Front Row Advisors
California
$12K
LWA
706
Lenox Wealth Advisors
New York
$12K
AWM
707
Avior Wealth Management
Nebraska
$12K +$392 +1 +4%
TIAM2
708
Tru Independence Asset Management 2
Oregon
$12K +$10.6K +27 New
WTC
709
WhitTier Trust Company
Nevada
$11K
AF
710
Advisornet Financial
Minnesota
$11K +$392 +1 +4%
TWM
711
Tradition Wealth Management
Minnesota
$11K +$9.42K +24 New
CHA
712
Carmichael Hill & Associates
Maryland
$10K
FCA
713
FinTrust Capital Advisors
South Carolina
$10K
AFG
714
Albion Financial Group
Utah
$10K +$9.02K +23 New
ONST
715
Old North State Trust
North Carolina
$9K +$8.24K +21 New
GWS
716
Glassman Wealth Services
Virginia
$8K
BDS
717
Banco de Sabadell
Florida
$7K
CFA
718
Carroll Financial Associates
North Carolina
$7K
FMP
719
Financial Management Professionals
Texas
$7K
FGAM
720
Financial Gravity Asset Management
Texas
$7K +$5.88K +15 New
FCH
721
Freestone Capital Holdings
Washington
$6.25K
VCM
722
Versant Capital Management
Arizona
$6K
WWM
723
Wolff Wiese Magana
California
$6K +$5.1K +13 New
TF
724
Tompkins Financial
New York
$6K +$5.49K +14 New
EAM
725
Eukles Asset Management
Ohio
$5K