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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
CWA
876
CM Wealth Advisors
Ohio
-$375K -681 Closed
VI
877
Versor Investments
New York
-$286K -609 Closed
EAM
878
Empirical Asset Management
Massachusetts
-$278K -593 Closed
BTWM
879
Baker Tilly Wealth Management
Wisconsin
-$268K -572 Closed
AC
880
Avory & Company
Florida
-$267K -569 Closed
EH
881
Equitable Holdings
New York
-$257K -547 Closed
MIM
882
Martin Investment Management
Florida
-$245K -523 Closed
QI
883
Qtron Investments
Massachusetts
-$229K -487 Closed
SBH
884
Segall Bryant & Hamill
Illinois
-$226K -482 Closed
TFS
885
Thoroughbred Financial Services
Tennessee
-$219K -468 Closed
CS
886
Comerica Securities
Michigan
-$207K -441 Closed
CFO
887
CVA Family Office
Colorado
-$109K -232 Closed
SSG
888
Summit Securities Group
New York
-$50K -106 Closed
RI
889
Ridgewood Investments
New Jersey
-$38.5K -82 Closed
First Manhattan
890
First Manhattan
New York
-$9.86K -21 Closed
HF
891
Halpern Financial
Virginia
-$9.86K -21 Closed
FCA
892
FinTrust Capital Advisors
South Carolina
-$7.44K -16 Closed
BWM
893
Baystate Wealth Management
Massachusetts
-$6.12K -13 Closed
HWA
894
Heritage Wealth Advisors
Virginia
-$5.16K -11 Closed
BG
895
Bollard Group
Massachusetts
-$5K -10 Closed
DI
896
Disciplined Investments
Oklahoma
-$2.35K -5 Closed
ECM
897
Estabrook Capital Management
New York
-$2.35K -5 Closed
WP
898
WealthPLAN Partners
Nebraska
-$2.35K -5 Closed
1832 Asset Management
899
1832 Asset Management
Ontario, Canada
-$1.88K -4 Closed
BFEC
900
Benjamin F. Edwards & Company
Missouri
-$1K -2 Closed