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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
National Pension Service
76
National Pension Service
South Korea
$77.8M +$514K +979 +0.7%
California Public Employees Retirement System
77
California Public Employees Retirement System
California
$76M -$668K -1,272 -0.9%
Chevy Chase Trust
78
Chevy Chase Trust
Maryland
$74.7M -$723K -1,375 -0.9%
MG
79
Markel Group
Virginia
$73.3M
Polen Capital Management
80
Polen Capital Management
Florida
$71.4M +$73.2M +139,245 New
PAM
81
Panagora Asset Management
Massachusetts
$69.4M +$16.6M +31,598 +30%
Assenagon Asset Management
82
Assenagon Asset Management
Luxembourg
$67.7M +$26.7M +50,817 +63%
Millennium Management
83
Millennium Management
New York
$67.7M -$18.5M -35,144 -21%
Qube Research & Technologies (QRT)
84
Qube Research & Technologies (QRT)
United Kingdom
$65.1M -$80.9M -154,040 -55%
SOMRS
85
State of Michigan Retirement System
Michigan
$64.7M -$158K -300 -0.2%
HSBC Holdings
86
HSBC Holdings
United Kingdom
$64.3M -$22.4M -42,563 -25%
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$63.3M -$2.89M -5,494 -4%
Robeco Institutional Asset Management
88
Robeco Institutional Asset Management
Netherlands
$62.4M +$3.63M +6,899 +6%
GIC
89
GFI Investment Counsel
Ontario, Canada
$60.9M -$424K -807 -0.7%
UBS Group
90
UBS Group
Switzerland
$60.6M -$24.1M -45,809 -28%
HighTower Advisors
91
HighTower Advisors
Illinois
$59.7M +$4.61M +8,777 +8%
CGPCS
92
Capital Group Private Client Services
California
$56.7M -$722K -1,374 -1%
FCM
93
Frontier Capital Management
Massachusetts
$56.6M -$10.2M -19,466 -15%
Korea Investment Corp
94
Korea Investment Corp
South Korea
$54.9M -$2.67M -5,076 -5%
NIG
95
NFJ Investment Group
Texas
$51.8M -$20.8M -39,573 -28%
Wells Fargo
96
Wells Fargo
California
$49.8M +$5.11M +9,731 +11%
YL
97
YCG LLC
Texas
$49.2M +$38.4K +73 +0.1%
Arrowstreet Capital
98
Arrowstreet Capital
Massachusetts
$48.8M -$23.4M -44,539 -32%
KBC Group
99
KBC Group
Belgium
$48.8M -$3.67M -6,982 -7%
CS
100
Credit Suisse
Switzerland
$48.3M +$4.92M +9,357 +11%