We are live on ! Find out more

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
MA
701
Montag & Associates
Georgia
$81.6K +$83.6K +159 New
FFA
702
Farther Finance Advisors
California
$78.8K +$14.2K +27 +21%
APW
703
Acima Private Wealth
Virginia
$78.5K
HFM
704
Harvest Fund Management
China
$78K +$76.7K +146 +2,086%
PFBT
705
Parkside Financial Bank & Trust
Missouri
$75.4K +$7.88K +15 +11%
AIM
706
Anchor Investment Management
South Carolina
$72.9K -$494K -941 -87%
JWA
707
JFS Wealth Advisors
Pennsylvania
$69.8K
GWS
708
Glassman Wealth Services
Virginia
$69.3K -$525 -1 -0.7%
RTC
709
Riverview Trust Company
Washington
$68.2K
PMAM
710
Picton Mahoney Asset Management
Ontario, Canada
$64K -$164K -312 -71%
GFPC
711
Global Financial Private Client
Florida
$59.3K
GBT
712
Grove Bank & Trust
Florida
$59K +$2.1K +4 +4%
UB
713
UMB Bank
Missouri
$57K
GCGDR
714
Geo Capital Gestora de Recursos
Brazil
$56K -$13.1K -25 -19%
BC
715
Barrett & Company
Rhode Island
$54.4K
KFS
716
Kelly Financial Services
Massachusetts
$52.8K +$2.1K +4 +4%
HFS
717
Hantz Financial Services
Michigan
$52K -$3.15K -6 -6%
AGWCA
718
Annis Gardner Whiting Capital Advisors
Florida
$51.3K +$52.5K +100 New
LS
719
Livforsakringsbolaget Skandia
Sweden
$51.3K
EFMH
720
E Fund Management (HK)
Hong Kong
$50K +$51K +97 New
HNB
721
Huntington National Bank
Ohio
$49.8K -$94.6K -180 -65%
MCM
722
MV Capital Management
Maryland
$46.7K -$525 -1 -1%
PTC
723
Private Trust Company
Ohio
$46.7K -$6.83K -13 -13%
RFA
724
Resurgent Financial Advisors
Georgia
$45.2K -$8.93K -17 -16%
AP
725
Arlington Partners
Alabama
$45.2K