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 %
OC
701
Oppenheimer & Co
New York
$201K -$453K -800 -69%
TFS
702
Thoroughbred Financial Services
Tennessee
$200K +$200K +354 New
AA
703
Ancora Advisors
Ohio
$197K -$53.7K -95 -21%
SWS
704
SYSTM Wealth Solutions
Illinois
$197K +$197K +348 New
MAM
705
Magellan Asset Management
Australia
$196K
WT
706
Whittier Trust
California
$195K -$15.3K -27 -7%
GRP
707
Global Retirement Partners
California
$182K -$20.1K -37 -10%
FFA
708
Farther Finance Advisors
California
$179K +$92.1K +163 +106%
LC
709
Lindbrook Capital
California
$160K +$57.7K +102 +57%
CFO
710
CVA Family Office
Colorado
$154K +$154K +272 New
AI
711
Axiom Investors
Connecticut
$150K -$94.7M -167,418 -100%
HI
712
Harbour Investments
Wisconsin
$150K +$23.2K +41 +18%
DGAM
713
Desjardins Global Asset Management
Quebec, Canada
$148K -$17.5K -31 -11%
TWC
714
TD Waterhouse Canada
Ontario, Canada
$144K -$5.44K -9 -4%
GGI
715
Godsey & Gibb Inc
Virginia
$141K
CYG
716
Clean Yield Group
Vermont
$139K
MIM
717
Meridiem Investment Management
United Kingdom
$138K
CCA
718
Catalyst Capital Advisors
New York
$136K -$136K -240 -50%
JAM
719
JCIC Asset Management
Ontario, Canada
$136K -$14.1K -25 -9%
PIM
720
Plato Investment Management
Australia
$135K +$135K +239 New
CFGS
721
Concourse Financial Group Securities
Alabama
$130K -$1.13K -2 -0.9%
LS
722
Livforsakringsbolaget Skandia
Sweden
$125K +$68.4K +121 +121%
BFEC
723
Benjamin F. Edwards & Company
Missouri
$120K +$120K +213 New
EFMH
724
E Fund Management (HK)
Hong Kong
$118K +$63K +111 +114%
IA
725
IFP Advisors
Florida
$115K -$62.8K -111 -35%