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 %
BHWM
776
Beaird Harris Wealth Management
Texas
$18.7K +$18.7K +33 New
FMP
777
Financial Management Professionals
Texas
$18K +$581 +1 +3%
SAM
778
Smartleaf Asset Management
Massachusetts
$17.7K +$17.7K +31 New
GWSG
779
GPS Wealth Strategies Group
Colorado
$17.3K
CFB
780
Cullen/Frost Bankers
Texas
$17K -$14.1K -25 -45%
AF
781
Advisornet Financial
Minnesota
$17K +$5.09K +9 +43%
TWM
782
Tradition Wealth Management
Minnesota
$16K -$571 -1 -3%
VNA
783
Valley National Advisers
Pennsylvania
$16K
VWM
784
Venturi Wealth Management
Texas
$15.8K +$2.83K +5 +22%
GKIM
785
GW&K Investment Management
Massachusetts
$15K +$1.67K +3 +13%
PGAM
786
Princeton Global Asset Management
New Jersey
$14.6K -$11.2K -20 -43%
TCOV
787
Trust Company of Vermont
Vermont
$14.1K -$6.79K -12 -32%
LFA
788
LGT Financial Advisors
Texas
$14.1K
RS
789
Rakuten Securities
Japan
$14.1K +$14.1K +25 New
ADL
790
Asset Dedication LLC
California
$14K
CJ
791
Caitlin John
Michigan
$13K +$13K +23 New
CAC
792
Core Alternative Capital
Georgia
$12.5K -$2.84K -5 -19%
TCA
793
Trifecta Capital Advisors
Illinois
$12.4K +$9.05K +16 +267%
LA
794
LM Advisors
California
$11.8K +$11.8K +21 New
OC
795
Oakworth Capital
Alabama
$11.3K
PWMG
796
Private Wealth Management Group
New Jersey
$11.3K +$11.3K +20 New
HDIM
797
Hanson & Doremus Investment Management
Vermont
$11K
CHA
798
Carmichael Hill & Associates
Maryland
$10.7K
HGA
799
Hobbs Group Advisors
South Carolina
$10.7K +$10.7K +19 New
HIA
800
Harbor Investment Advisory
Maryland
$9.62K