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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
MWM
151
Moran Wealth Management
Florida
$21.1M +$368K +700 +2%
Asset Management One
152
Asset Management One
Japan
$21.1M +$678K +1,291 +3%
Marshall Wace
153
Marshall Wace
United Kingdom
$20.5M -$1.2M -2,285 -5%
Citadel Advisors
154
Citadel Advisors
Florida
$20.3M -$107M -204,366 -84%
Macquarie Group
155
Macquarie Group
Australia
$20.2M +$7.64M +14,547 +59%
CII
156
Capital International Inc
California
$19.9M -$597K -1,137 -3%
Osaic Holdings
157
Osaic Holdings
Arizona
$19.8M +$3.9M +7,418 +24%
State of Tennessee, Department of Treasury
158
State of Tennessee, Department of Treasury
Tennessee
$19.3M +$8.55M +16,280 +77%
NB
159
Norinchukin Bank
Japan
$19.1M -$1.32M -2,503 -6%
CSS
160
Cubist Systematic Strategies
Connecticut
$19.1M -$41.4M -78,743 -68%
CM
161
Castleark Management
Illinois
$18.7M -$1.77M -3,360 -8%
VIM
162
Vancity Investment Management
British Columbia, Canada
$18.1M +$7.41M +14,108 +66%
WorldQuant Millennium Advisors
163
WorldQuant Millennium Advisors
New York
$18M +$14.1M +26,757 +323%
SG Americas Securities
164
SG Americas Securities
New York
$17.9M +$13.2M +25,136 +256%
Ohio Public Employees Retirement System (OPERS)
165
Ohio Public Employees Retirement System (OPERS)
Ohio
$17.7M -$2.65M -5,041 -13%
Lazard Asset Management
166
Lazard Asset Management
New York
$17.5M -$24.2M -46,107 -57%
Treasurer of the State of North Carolina
167
Treasurer of the State of North Carolina
North Carolina
$17.3M -$126K -240 -0.7%
MAM
168
Montanaro Asset Management
United Kingdom
$17.2M +$2.36M +4,500 +16%
CGIM
169
Capital Group Investment Management
Singapore
$17.2M -$5.98M -11,377 -25%
BCI
170
Brinker Capital Investments
Pennsylvania
$17.1M -$635K -1,209 -4%
OPS
171
Orion Portfolio Solutions
Nebraska
$17.1M -$635K -1,209 -4%
LWCFA
172
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$17M -$57.3K -109 -0.3%
VNIM
173
Vaughan Nelson Investment Management
Texas
$16.6M +$2.9M +5,522 +21%
BIM
174
Bridgecreek Investment Management
Oklahoma
$16.5M -$381K -725 -2%
QCMNJ
175
Quantum Capital Management (New Jersey)
New Jersey
$16.3M -$349K -665 -2%