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 %
MPWT
726
MassMutual Private Wealth & Trust
Connecticut
$115K -$1.7K -3 -1%
AA
727
Alta Advisers
United Kingdom
$113K
EC
728
EntryPoint Capital
New York
$113K +$113K +199 New
GI
729
GAMMA Investing
California
$111K +$111K +186 New
FDCDDQ
730
Federation des caisses Desjardins du Quebec
Quebec, Canada
$108K +$1.13K +2 +1%
RIL
731
Rothschild Investment LLC
Illinois
$106K +$106K +188 New
BTI
732
Blue Trust Inc
Georgia
$100K +$59.4K +117 +146%
SWM
733
Spire Wealth Management
Virginia
$99.7K -$17.2K -31 -15%
JWA
734
JFS Wealth Advisors
Pennsylvania
$99.1K +$22.1K +39 +29%
PFBT
735
Parkside Financial Bank & Trust
Missouri
$93.3K +$10.2K +18 +12%
SFFS
736
Stonehage Fleming Financial Services
Jersey
$93.3K +$93.3K +165 New
AF
737
Allworth Financial
California
$91.8K -$8.5K -15 -8%
HNB
738
Huntington National Bank
Ohio
$88.8K +$33.9K +60 +62%
APW
739
Acima Private Wealth
Virginia
$86.5K
AT
740
Arlington Trust
Alabama
$84.3K +$34.5K +61 +69%
AP
741
Arlington Partners
Alabama
$80.9K +$31.1K +55 +63%
TFA
742
Toth Financial Advisory
Virginia
$80.3K -$331K -585 -80%
GWS
743
Glassman Wealth Services
Virginia
$76.4K
SAI
744
Systematic Alpha Investments
New Jersey
$76.4K +$76.4K +135 New
GFPC
745
Global Financial Private Client
Florida
$66.2K
KFS
746
Kelly Financial Services
Massachusetts
$61.8K +$3.4K +6 +6%
HFS
747
Hantz Financial Services
Michigan
$61K +$3.42K +6 +6%
BC
748
Barrett & Company
Rhode Island
$60K
QC
749
Quent Capital
New York
$56.7K +$10.8K +19 +23%
LFG
750
Larson Financial Group
Missouri
$56.6K +$40.2K +71 +245%