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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
GWSG
751
GPS Wealth Strategies Group
Colorado
$15.7K
FMP
752
Financial Management Professionals
Texas
$15K
TWM
753
Tradition Wealth Management
Minnesota
$15K +$525 +1 +4%
VNA
754
Valley National Advisers
Pennsylvania
$15K +$2.63K +5 +21%
LFG
755
Larson Financial Group
Missouri
$14.9K +$3.68K +7 +32%
CAC
756
Core Alternative Capital
Georgia
$13.9K
ADL
757
Asset Dedication LLC
California
$13K
LFA
758
LGT Financial Advisors
Texas
$12.8K +$13.1K +25 New
GKIM
759
GW&K Investment Management
Massachusetts
$12K +$1.58K +3 +14%
BAAM
760
Baker Avenue Asset Management
California
$11.8K
VWM
761
Venturi Wealth Management
Texas
$11.8K +$2.1K +4 +21%
AF
762
Advisornet Financial
Minnesota
$10.8K -$18.4K -35 -63%
OC
763
Oakworth Capital
Alabama
$10.3K -$14.7K -28 -58%
HDIM
764
Hanson & Doremus Investment Management
Vermont
$10K +$10.5K +20 New
CHA
765
Carmichael Hill & Associates
Maryland
$9.75K
SWA
766
Sutton Wealth Advisors
Florida
$9.75K +$3.68K +7 +58%
GIA
767
GHP Investment Advisors
Colorado
$9.7K +$9.98K +19 New
MA
768
MCF Advisors
Kentucky
$9.24K +$7.88K +15 +500%
HIA
769
Harbor Investment Advisory
Maryland
$8.72K
TAM
770
Tucker Asset Management
Colorado
$8.72K
MAM
771
Marquette Asset Management
Minnesota
$8.21K -$4.2K -8 -33%
SCA
772
Stuart Chaussee & Associates
California
$7.7K
EBA
773
Eagle Bay Advisors
New York
$7.7K +$2.63K +5 +50%
CT
774
Clearstead Trust
Maine
$7.18K +$7.36K +14 New
KFI
775
Key Financial Inc
Pennsylvania
$6.67K