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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
AWM
776
Abound Wealth Management
Tennessee
$6.16K +$525 +1 +9%
SCA
777
Stonebridge Capital Advisors
Minnesota
$6.16K
PWMG
778
Prestige Wealth Management Group
New Jersey
$6.16K +$525 +1 +9%
DCM
779
Davidson Capital Management
Texas
$6.16K +$2.1K +4 +50%
FAM
780
Flaharty Asset Management
Florida
$5.65K +$5.78K +11 New
DAM
781
Delta Asset Management
Tennessee
$5.64K
EAM
782
Eukles Asset Management
Ohio
$5.64K
LF
783
Lee Financial
Texas
$5.64K
VCM
784
Versant Capital Management
Arizona
$5.64K
MWM
785
Mascoma Wealth Management
New Hampshire
$5.64K +$5.78K +11 New
IBOK
786
Independence Bank of Kentucky
Kentucky
$5.13K
RA
787
Rational Advisors
New York
$4.69K
AFG
788
Albion Financial Group
Utah
$4.62K
RWPA
789
Richard W. Paul & Associates
Michigan
$4.62K -$1.05K -2 -18%
PCTC
790
Perkins Coie Trust Company
Washington
$4.62K +$4.73K +9 New
MCM
791
Manchester Capital Management
Vermont
$4.11K
POIA
792
Pin Oak Investment Advisors
Texas
$4K
SIC
793
SJS Investment Consulting
Ohio
$3.59K
MFT
794
Moisand Fitzgerald Tamayo
Florida
$3.59K
RTL
795
Red Tortoise LLC
Georgia
$3.59K
JFA
796
JNBA Financial Advisors
Minnesota
$3.08K
TCA
797
Trifecta Capital Advisors
Illinois
$3.08K
HPC
798
HM Payson & Co
Maine
$3.08K +$3.15K +6 New
RFG
799
RFP Financial Group
Georgia
$3.08K
DJSG
800
D.J. St. Germain
Massachusetts
$3.08K +$3.15K +6 New