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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
RJA
126
Raymond James & Associates
Florida
$31.8M +$9.14M +17,400 +39%
Canada Life
127
Canada Life
Manitoba, Canada
$31.3M -$412K -784 -1%
LPL Financial
128
LPL Financial
California
$30.4M +$1.97M +3,753 +7%
BNP Paribas Financial Markets
129
BNP Paribas Financial Markets
France
$29.8M -$15M -28,519 -33%
Manulife (Manufacturers Life Insurance)
130
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.7M -$1.68M -3,200 -5%
Citigroup
131
Citigroup
New York
$29.2M -$2.56M -4,863 -8%
TD Asset Management
132
TD Asset Management
Ontario, Canada
$29.2M -$3.67M -6,987 -11%
TAMH
133
Taikang Asset Management (HK)
Hong Kong
$28.8M
Thrivent Financial for Lutherans
134
Thrivent Financial for Lutherans
Minnesota
$28.7M +$657K +1,250 +2%
SAM
135
Storebrand Asset Management
Norway
$28.3M -$397K -756 -1%
WJWM
136
Williams Jones Wealth Management
New York
$28.3M -$901K -1,714 -3%
GIA
137
Gateway Investment Advisers
Ohio
$26.6M -$1.58K -3 -0%
Canada Pension Plan Investment Board
138
Canada Pension Plan Investment Board
Ontario, Canada
$25.6M +$8.64M +16,440 +49%
TMAM
139
Tokio Marine Asset Management
Japan
$24.7M -$392K -746 -2%
Susquehanna International Group
140
Susquehanna International Group
Pennsylvania
$24.5M +$14.2M +27,073 +131%
VRS
141
Virginia Retirement Systems
Virginia
$23.8M -$2M -3,800 -8%
State of New Jersey Common Pension Fund D
142
State of New Jersey Common Pension Fund D
New Jersey
$23.4M -$458K -871 -2%
Corient Private Wealth
143
Corient Private Wealth
Florida
$23M +$711K +1,354 +3%
Toronto Dominion Bank
144
Toronto Dominion Bank
Ontario, Canada
$22.7M -$807K -1,535 -3%
TAM
145
Trillium Asset Management
Massachusetts
$22.1M -$143K -272 -0.6%
State of Wisconsin Investment Board
146
State of Wisconsin Investment Board
Wisconsin
$21.9M -$3.24M -6,167 -13%
O
147
Ossiam
France
$21.6M +$699K +1,331 +3%
DSAM
148
Dock Street Asset Management
Florida
$21.4M +$7.11M +13,526 +48%
Allspring Global Investments
149
Allspring Global Investments
North Carolina
$21.3M -$809K -1,539 -4%
Natixis Advisors
150
Natixis Advisors
Massachusetts
$21.3M +$1.48M +2,816 +7%