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
AT
726
Arlington Trust
Alabama
$45.2K +$46.2K +88 New
QC
727
Quent Capital
New York
$41.7K
WTA
728
Washington Trust Advisors
Massachusetts
$40.2K -$6.83K -13 -14%
BTI
729
Blue Trust Inc
Georgia
$37K +$21.5K +41 +105%
CWC
730
Carolinas Wealth Consulting
North Carolina
$34K -$7.88K -15 -17%
WTG
731
West Tower Group
Virginia
$32.3K -$87.8K -167 -73%
FMII
732
Farmers & Merchants Investments Inc
Nebraska
$31.3K
HL
733
HeadInvest LLC
Maine
$30.4K +$31.5K +60 New
OP
734
ORG Partners
Indiana
$29.2K +$29.4K +56 +5,600%
CFB
735
Cullen/Frost Bankers
Texas
$28.2K -$52.5K -100 -65%
OCM
736
Osterweis Capital Management
California
$26.7K
Optiver Holding
737
Optiver Holding
Netherlands
$25.7K +$26.3K +50 New
PGAM
738
Princeton Global Asset Management
New Jersey
$23.7K
QL
739
Quarry LP
New York
$23.1K +$23.6K +45 New
WT
740
Washington Trust
Rhode Island
$22.6K +$525 +1 +2%
NS
741
NBC Securities
Alabama
$22K +$23.1K +44 New
AAP
742
Arax Advisory Partners
Colorado
$21K +$21.5K +41 New
HGERS
743
Householder Group Estate & Retirement Specialist
Arizona
$21K +$21.5K +41 New
CT
744
Cambridge Trust
Massachusetts
$20.5K +$1.58K +3 +8%
C
745
Covestor
United Kingdom
$20K +$525 +1 +3%
EARNEST Partners
746
EARNEST Partners
Georgia
$19K
TCOV
747
Trust Company of Vermont
Vermont
$19K
BIA
748
Bell Investment Advisors
California
$18.5K -$2.63K -5 -12%
SFG
749
Steward Financial Group
Texas
$17K +$525 +1 +3%
CCP
750
Carmel Capital Partners
California
$15.9K +$16.3K +31 New